Description: Six appendices, all but the first detailing the AFOREs. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: Discussion of the need to understand the implications of demographic and family diversity for the design of retirement programs. The design of retirement programs is a design of programs for the elderly, who are more often women, because women live longer and because their work histories often lead to reduced levels of pension and social security benefits.

Description: This article provides a summary of the Pension and Employee Benefit Act of 1967 bill S.1103 introduced by Senator Javits of New York. If enacted, it would have far reaching implications.

Description: This Eugene Strum article is about what changes happened in the contributions to employer-sponsored benefit plans after The Arizona Government Committee vs. Norris.

Description: Book Review: Pension Plans and Public Policy. The authors bring a wealth of experience from their years at TIAA-Cref to this most lucid discussion of the relationship between public policy,social security, and private and public pension plans.

Description: From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses the effects of the Group Annuity Federal Disclosure Act, problems resulting from its implementation, and whether the act has improved communications to employees.

Description: This paper examines five problematic areas of the Life Insurance Company Income Tax Act of 1959 including the 10-for-1 rule, the deduction for investment income on qualified pension and profit-sharing plans, limitations on certain deductions, policyholder surplus account and shareholders surplus account. A discussion of the paper follows. From Transactions of Society of Actuaries 1976, Vol. 28.

Description: This session from the 1984 SOA Atlanta Meeting covers the long-term future of retirement programs including trends in plan design, changing patterns in the work force, impact of regulation and the role of Social Security.

Description: Discussion of the ways the volatility of the full funding limitation can be used as a consulting opportunity. Discussion of smoothing cash flow in the current regulatory environment and cash-flow forecasting in a volatile market.

Description: This presentation was made at the 1975 SOA Los Angeles Spring Meeting addressed the impact of ERISA on pensions.