Description: Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS support the opposite.

Description: In this article, the author discusses private pension policy recommendations from the first interim report of the President’s Commission on Pension Policy, released in May 1980, noting that it contains several recommendations similar to reforms strongly urged upon actuaries three years ago Record, Vol. 3, No. 4, p. 902 by Karen Ferguson, Director of the Pension Rights Center, Washington, D.C. The author of this article discusses recommendations, including political views, on topics including mandatory pension coverage, vesting, and survivor protection.

Description: Summary of recent activity in the social insurance and public finance section and invitation to volunteers.

Description: This article summarizes the presentations by the Society of Actuaries and the Academy of Actuaries at the January 2015 National Academy of Social Insurance (NASI) Roundtables in Washington DC. SOA presented on the 2014 SOA monograph series "The Link between Retirement Security and Long-Term Care."

Description: This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the following issues: Participation requirements, minimum vesting standards, joint and survivor annuity benefits, maximum limitations, special problems under offset plans, & impact on defined benefit vs. defined contribution plans. 1975 Record, Vol.1, No.3

Description: This meeting session, which occurred at the April 1982 Society of Actuaries meeting in Orlando, presented a discussion on the effects of the Economic Recovery Tax Act of 1981. Topics included: 1. Background - the provisions of ERTA 2. IRAs 3. Trasops 4.Stock options _.

Description: The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and tontine pensions.

Description: Diverse Risks 2016 Call for Essays

Description: This paper discusses the proposed compulsory savings program combined with transparent investment vehicles designed to promote competition based on expense levels, fund performance and customer service. At retirement 50% of the account is annuitized in Participating Variable Annuity (PVA) backed by TIPS. All investment experience, expenses, and pooled longevity experience is passed to annuitants through periodic benefit adjustments. Annuities are priced uniformly based on age at commencement.

Description: This article addresses challenges that arise later on in retirement years related to support systems, physical needs, and living arrangements. It highlights the "Late-in-Life Decisions Guide" published by the Society of Actuaries in 2022.