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  • Viability of the Spend Safely in Retirement Strategy
    Viability of the Spend Safely in Retirement Strategy This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). Retirement planning, ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • The Better Alternative? - Defined Benefit Or Defined Contribution Retirement Plans
    The Better Alternative? - Defined Benefit Or Defined Contribution Retirement Plans The pros and cons of both types of plans are debated, employer and employee objectives are highlighted , and the ...

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    • Authors: F Jay Lingo, Eric Lofgren, Michael Robert Rahn, LAURENCE WESLEY LANG
    • Date: Apr 1986
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Design
    Pension Plan Design This session discussion is about pension plan design. How are pension actuaries modifying plans to conform to TRA 86 and OBRA 87? What is the impact of the new integration ...

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    • Authors: Sheldon Gamzon, V Benjamin Haas, Eric Lofgren, William Torrie
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • A Macro-Economic Indicator Of Age At Retirement
    A Macro-Economic Indicator Of Age At Retirement This paper explores the relationship between the Wealth Transfer Index, a statistic defined by Brown and Bilodeau 1997, and retirement age, which ...

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    • Authors: Robert Brown
    • Date: Jan 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuarial Research Clearing House
    • Topics: Pensions & Retirement>Plan design
  • Plan Design Issues: The Employee Perspective
    Plan Design Issues: The Employee Perspective Panelists discuss the retirement income needs of employees and how those needs are being met by existing and evolving retirement programs. From ...

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    • Authors: Julie Jarecke Gebauer, William Torrie, Gloria Lesmeister
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Plan Design Issues: The Employer Perspective
    Plan Design Issues: The Employer Perspective Panelists discuss a range of issues considered by corporate sponsors in designing or redesigning retirement programs. From the Record of the Society ...

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    • Authors: R Inglis, Gary L Habegger, David Jakes
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Retirement Income Options: New Annuity and Life Insurance Products
    Retirement Income Options: New Annuity and Life Insurance Products This session provides attendees with information on the latest available retirement income products, advantages and ...

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    • Authors: Paul Haley, Novian Junus, Tai Bright
    • Date: Oct 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Design
    Pension Plan Design This 1978 discussion session focuses on the design of pension plans from the perspective of small and large employers, for insured and non-insured plans, and for Canada and ...

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    • Authors: Preston C Bassett, Henry Bright, M David R. Brown, Gilbert V I Fitzhugh
    • Date: May 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Employee Benefit Plans - Pension Plans
    Employee Benefit Plans - Pension Plans This discussion examines rates for group annuities and new developments in the pension field with respect to the equity annuity and the cost-of-living ...

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    • Authors: Leslie R Martin, Meyer Melnikoff, D'Alton S Bill Rudd, William Henry Schmidt, Harry E Blagden, Blackburn H Hazlehurst, Ray M Peterson, Kenneth H Ross, Frederick P Sloat, C Manton Eddy, Edward Douglas Brown
    • Date: Nov 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Plan design
  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems This material summarizes work done to date to develop a model for a quantitative evaluation framework for ...

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    • Authors: Rowland Davis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design