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  • Expected Geometric Returns
    Returns The article has formulas for calculating the geometric return of a portfolio using the arithmetic ... arithmetic return and the variance Asset modeling;Return on investment;risk measurement 6442469095 5/1/2016 ...

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    • Authors: Philip McCaulay
    • Date: May 2016
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • Phased Retirement for Federal Workers
    Phased Retirement for Federal Workers A new retirement option has been added to the defined benefit ... part time while receiving part of their pension benefit. Phased retirement 6442459642 1/1/2015 12:00:00 ...

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    • Authors: Philip McCaulay
    • Date: Jan 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Letter from the Editor
    Letter from the Editor In this article the editor previews the issue. longevity;mortality tables;mortality ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Experience Studies & Data>Mortality
  • This is the regular column written by the editor with information about the newsletter.
    This is the regular column written by the editor with information about the newsletter. This is the regular ... regular column written by the editor with information about the newsletter 6442457560 9/1/2014 12:00:00 ...

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    • Authors: Philip McCaulay
    • Date: Sep 2014
    • Publication Name: Pension Section News
  • Flight Paths – A Dynamic Investment Strategy
    Flight Paths – A Dynamic Investment Strategy The article describes a dynamic investment strategy for ... benefit pension funds to de-risk the plan by changing the asset mix based on the funded ratio. Asset allocation;Asset ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • The Pension Forum, January 2017 - Editor’s Intro
    The Pension Forum, January 2017 - Editor’s Intro Introduction to the January 2017 issue of The Pension ... Pension Forum. Enterprise risk ;management;Pension finance 6442473984 1/1/2017 12:00:00 AM ...

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    • Authors: Philip McCaulay
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Risk management
  • Notes from the Editor
    Notes from the Editor The editor previews the issue. 6442453081 1/1/2014 12:00:00 AM ...

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    • Authors: Philip McCaulay
    • Date: Jan 2014
    • Publication Name: Pension Section News
  • Employer Costs for Employee Compensation
    Employer Costs for Employee Compensation DOL’s Bureau of Labor Statistics latest statistics. Health care ... contribution plans By Martin McCaulay The U.S. Department of Labor’s Bureau of Labor Statistics (BLS) publishes ...
    • Authors: Philip McCaulay
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans
  • Duration and Convexity for Pension Liabilities
    Duration and convexity provide a risk metric for pension plan sponsors. The formula for Effective Duration ... Duration can be used to estimate the value of pension liabilities at different interest rates. A convexity ...

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    • Authors: Philip McCaulay
    • Date: Sep 2013
    • Publication Name: Pension Section News
  • Employer Costs for Employee Compensation – December 2013
    summary of the employer costs for pension plans published by the U.S. Department of Labor’s Bureau of Labor ... Labor Statistics (BLS) as of December 2013. DB plans;DC plans;employer contributions 6442455239 5/1/2014 ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding