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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
  • 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
  • Session 103: How Equitable is Your Actuarial Equivalence?
    for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which ... reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and ...

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    • Authors: Mitchell Serota, Lisa Schilling, Robert Izard
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
  • U.S. Single Employer Pension Plan Contribution Indices
    U.S. Single Employer Pension Plan Contribution Indices Updated longitudinal study of metrics for ... Contribution Indices Updated longitudinal study of metrics for measuring whether US corporate pension ...

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    • Authors: Society of Actuaries, Lisa Schilling
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • National Hockey League Players' Retirement Benefit Plan Stats for 2018
    National Hockey League Players' Retirement Benefit Plan Stats for 2018 Statistics about ... League Players' Retirement Benefit Plan Stats for 2018 Statistics about funded status of NHL pension plan ...

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    • Authors: Lisa Schilling
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Multi-employer plans
  • Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans
    Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans This ... maturity metrics, asset allocations and assumed rates of return among 139 state-based and large local defined ...

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    • Authors: Lisa Schilling
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 2017 NFL Pension Stats
    2017 NFL Pension Stats Pension stats sheet for the National Football League players pension plan for ...

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    • Authors: Lisa Schilling
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Multi-employer plans
  • American Federation of Musicians and Employers' Pension Fund Stats for 2017
    Federation of Musicians and Employers' Pension Fund Stats for 2017 American Federation of Musicians ... Benefits are related to service and compensation (up to the maximum allowed to be recognized for pension benefits ...

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    • Authors: Lisa Schilling
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Multi-employer plans
  • Major League Baseball Players Pension Plan Stats for 2017
    Major League Baseball Players Pension Plan Stats for 2017 This pension plan covers MLB players, ... For every 43 days of active service in a season, they earn one quarter of a year of service (maximum 4 ...

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    • Authors: Lisa Schilling
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Multi-employer plans