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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
  • 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
  • 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
  • PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
    financial stress among multiemployer pension plans in the United States. Defined benefit plans=DB plans;multiemployer ... (PBCR) are metrics developed by the SOA for measuring the financial stress imposed on multiemployer pension plans ...

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    • Authors: Society of Actuaries, Lisa Schilling
    • Date: Jan 2018
    • 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>Defined benefit plans; Pensions & Retirement>Multi-employer plans