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  • Session 088: Financial Perspectives on Aging and Retirement Across the Generations
    Session 088: Financial Perspectives on Aging and Retirement Across the Generations Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your ...

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    • Authors: Carol Bogosian, Mathew Greenwald
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
  • Digest of Discussion at Concurrent Sessions - Pensions
    Digest of Discussion at Concurrent Sessions - Pensions This is a discussion about various legislative proposals in the United States and Canada furthering the regulation of private pensions. From ...

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    • Authors: James A Attwood, William A Dreher, Donald H Reid, Thomas L Wills, John Dyer, Harry D Morgan
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Public Policy
  • Getting Employees to Improve Their Financial Management: An Interview with Liz Davidson
    Getting Employees to Improve Their Financial Management: An Interview with Liz Davidson Interview with Liz Davidson, Founder and CEO of Financial Finesse. Pension policy;Retirement ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy
  • Pensions During the Crisis: Impact on Retirement-Income Systems and Policy Responses
    Pensions During the Crisis: Impact on Retirement-Income Systems and Policy Responses Feature article discussing the impact of the crisis that started in 2008 on pension plans and pension policies ...

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    • Authors: Anna D'Addio, Edward Whitehouse
    • Date: Jul 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: In The Public Interest
    • Topics: Global Perspectives; Pensions & Retirement>Funding; Public Policy
  • Working Longer to Improve Retirement Security: Improving Public Policy
    Working Longer to Improve Retirement Security: Improving Public Policy Phased retirement and longer work are growing more important. This article suggests a variety of public changes to improve ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Tax Considerations in a Mandatory Universal Pension System
    Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations in a Mandatory Universal Pension System. Individual retirement accounts=IRA;Pension ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • The Rising Tide of Pension Contributions Post-2008: How much and when?
    The Rising Tide of Pension Contributions Post-2008: How much and when? This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy
  • Chapter 4 PRISM
    Chapter 4 PRISM Chapter 4 of Models for Retirement Policy Analysis. The PRISM Pension and Retirement Income Simulation Model is a dynamic microsimulation model designed to simulate the retirement ...

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    • Authors: Society of Actuaries, Joseph M Anderson
    • Date: Sep 1997
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy
  • rsn-2018-iss96-cutler2
    rsn-2018-iss96-cutler2 Pension policy;Retirement plans;Retirement planning 6442484932 10/1/2018 12:00:00 AM ...
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • The Manhart Case
    The Manhart Case Background of the Manhart case on sex discrimination in pension rates, summary of the brief prepared for the case by an SOA task force, and text of a letter submitted to the ...

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    • Authors: Donald S Grubbs, Application Administrator
    • Date: May 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Public Policy