Description: This is a panel discussion session covering the design of integrated retirement plans including examining the use offset tables, how consultants advise clients during periods of uncertainty, and how plans can be designed to accommodate any changes. From the Record of the Society of Actuaries, Vol.9, No. 2.

Description: This session discussion is an overview of pension issues and recent developments for the non-pension actuary, TRA 86, regulatory developments, FASB and plan design issues. From Record of the Society of Actuaries Vol. 14, No. .

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 panel discussion from the 1977 SOA Meeting analyzes pension plan dynamics with Social Security and the Canadian governmental pension plans.

Description: This session was presented at the June 1980 SOA meeting in San Diego. The session outlined principles of pension plan design with emphasis on small 1-49 lives United States plans. Topics covered included: 1. Types of plans available 2. Considerations of corporate objectives and financial capabilities 3. Factors affecting normal retirement benefits, and 4. Ancillary benefit provisions. From Record of Society of Actuaries, Vol. 6, No. 3.

Description: This session reviews the various significant risks associated with DC plans, with a particular focus on the risks that continue to be borne by plan sponsors. Attendees gain an understanding of the risks that DC plan sponsors carry and the management of such risks. From the Record of the Society of Actuaries, Volume 28, No. 2, Session 96pd.

Description: This presentation, session number 70PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held June 16-18 in Seattle. Panelists discuss the retirement needs of today’s workforce and how the various sources of retirement income combine to meet those needs, and how retirement income needs change throughout retirement. They discuss employer sponsored retirement plans, and the effect of these plans on employee behavior, and the issues associated with communicating to employees with regard to plan design changes and other topics. From the Record of the Society of Actuaries, Vol. 25, No. 2.

Description: This session discussion is about changes in benefit plan programs as a result of the latest round of law changes, changes affecting qualifications, discrimination and coverage requirements. From Record of the Society of Actuaries Vol. 14, No. 4B.

Description: This presentation discusses nontraditional and nonqualified plans. It covers cash balance plans, floor plans, nonqualified deferred compensation plans and funding vehicles for these plans. From the Record of the Society of Actuaries Vol. 16, No. 4A.

Description: This session at the SOA 1990 Annual Meeting looks at the issues that will affect pension plan design in the future including economic, demographic, regulatory, tax, and employment factors.