Announcement: SOA releases June 2019 Exam STAM passing candidate numbers and congratulates the new FSAs for August 2019.

Cash Balance Symposium Monograph

  • Download single PDF of all papers
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  • Economic Design of Cash Balance Pension Plans
  • By Jeremy Gold
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  • The Emergence of Hybrid Pensions and their Implications for Retirement Income Security in the 21st Century
  • By Robert L. Clark and Sylvester J. Schieber
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  • The Guaranteed Investment Defined Contribution Plan
  • By Carl L. Frammolino
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  • The Cash Balance Funding Method
  • By Raymond J. Murphy
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  • Saving Social Security with a Cash Balance Plan
  • By Jonathan Barry Forman
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  • The Role of Cash Balance and Traditional Defined Benefit Plans in Managing Retirement Risks
  • By Karen Nowiejski
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  • Cash Balance Plans in a Traditional Defined Benefit World
  • By Daniel R. McMonagle
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  • Who Carries What Risks for Cash Balance Pension Plans?
  • By Thornton "Tip" Parker