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  • Public Pension Plan Maturity Metrics and How to Use Them
    Gain insights from several experienced ... communication process with their clients on trends that impact large U.S. Public Pension Plans. Those ... Maturity Metrics Asset Allocations Assumed Rates of Return ...

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    • Authors: Paul Angelo, William R Hallmark, Brian S Murphy, Todd Tauzer, Thomas G Vicente , Lisa Schilling
    • Date: May 2021
    • Competency: Communication; External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Impact of Mortality Change on U.S. Single Employer Pension Plan Funding
    Impact of Mortality Change on U.S. Single Employer Pension Plan Funding Study of the impact of IRS proposed ... proposed mortality tables on private sector pension plan costs, including liabilities, contributions ...

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    • Authors: Lisa Schilling, John Wiese
    • Date: Apr 2017
  • Impact of Mortality Change on U.S. Single Employer Pension Plan Funding
    Impact of Mortality Change on U.S. Single Employer Pension Plan Funding Study of the impact of IRS proposed ... proposed mortality tables on private sector pension plan costs, including liabilities, contributions ...

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    • Authors: Lisa Schilling, John Wiese
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • Retirement Disparities in the U.S. by Race, Ethnicity, Age, and Income
    Retirement Disparities in the U.S. by Race, Ethnicity, Age, and Income The SOA Research Institute is ... and expand the work done in "Disparities in the Pursuit of Financial Security in Retirement by Race and ...

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    • Authors: Lisa Schilling
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Statistical Approaches for Imputing Race and Ethnicity
    imputing or modeling race and ethnicity in the U.S., the Institute’s Diversity, Equity and Inclusion ... researcher to outline the various methods, including their strengths and weaknesses. The project intent is ...

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    • Authors: Lisa Schilling
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Technology & Applications
  • Contribution Indices for U.S. Single Employer Pension Plans
    obligations;pension plan costs In March 2016, the Society of Actuaries (SOA) introduced contribution indices ... plan contributions to benchmarks that represent the contribution level needed to meet a specific funding ...

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    • Authors: Lisa Schilling
    • Date: May 2016
  • AFTRA Retirement Plan Stats
    AFTRA Retirement Plan Stats Statistics about AFTRA Retirement Plan and its funded status. Multiemployer ...

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    • Authors: Lisa Schilling
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Multi-employer plans
  • Session 161: Discount Rates for Pension Funding
    Funding The presenters will provide an update on discount rates developed from the expected return on assets ... pension funding. They will include recent research on discount rates being used for U.S. public sector ...

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    • Authors: Douglas Chandler, Tammy Dixon, Eileen Luxton, Lisa Schilling
    • Date: Feb 2020
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding
  • Multiemployer Pension Plan Stats
    costs;pension plan assets The Society of Actuaries is pleased to make available summaries of key financial stats ... pension plans. The source of these stats is the Form 5500 that plans file with the Department of Labor each ...

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    • Authors: Lisa Schilling
    • Date: Jan 2017
  • Directors Guild of America–Producer Pension Plan Stats for 2016
    Directors Guild of America–Producer Pension Plan Stats for 2016 Statistics about funded status of Directors ... Directors Guild of America-Producer Pension Plan 6442479517 10/27/2017 12:00:00 AM ...

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    • Authors: Lisa Schilling
    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans