Publication Name
- Record of the Society of Actuaries (37)
- Pension Section News (30)
- The Actuary Magazine (24)
- Retirement Section News (16)
- In The Public Interest (10)
- Transactions of the SOA (9)
- International News (3)
- Taxing Times (1)
- Risk Management (1)
- Product Matters! (1)
- Long-Term Care News (1)
- Actuarial Research Clearing House (1)
- Show More Show Less
Author
- Society of Actuaries (34)
- Tapen Sinha (11)
- Joseph M Anderson (11)
- Anna M Rappaport (11)
- Application Administrator (5)
- Donald S Grubbs (4)
- C David Gustafson (4)
- Vincent Amoroso (3)
- Ronald Gebhardtsbauer (3)
- Jonathan Barry Forman (3)
- Tim Driver (2)
- Thomas Lowman (2)
- Susan M Smith (2)
- Rowland Davis (2)
- Richard Schreitmueller (2)
- Kenneth Steiner (2)
- Joseph R Zatto (2)
- John Cutler (2)
- Jeffery Rykhus (2)
- Howard Young (2)
- George (Sandy) Mackenzie (2)
- Faisal Siddiqi (2)
- Dorrance C. Bronson (2)
- Donald Segal (2)
- Donald Fuerst (2)
- Carol Bogosian (2)
- Bruce Schobel (2)
- Adam Carasso (2)
- Zenaida Samaniego (1)
- Yves Guerard (1)
- William R Hallmark (1)
- William K Steiner (1)
- William J McDonnell (1)
- William Henry Schmidt (1)
- William B Fornia (1)
- William A Dreher (1)
- Wendell Milliman (1)
- Vickie Bajtelsmit (1)
- Troy Barker (1)
- Thomas P Bleakney (1)
- Thomas Naffe Rice (1)
- Thomas M Malloy (1)
- Thomas L Wills (1)
- Thomas J Holm (1)
- Thomas C Sutton (1)
- Syl Schieber (1)
- Susan J Kilrain (1)
- Steven Siegel (1)
- Stephen L Brown (1)
- Stephen E Baird (1)
- Stanley C Samples (1)
- Stanley A Dash (1)
- Shu-Yen Liu (1)
- Shiraz Y. M. Bharmal (1)
- Shepherd M Holcombe (1)
- Shaun F O'Malley (1)
- Sara K Miller (1)
- SUDIPTO BANERJEE (1)
- Russell W Thurau (1)
- Robin G Holloway (1)
- Robert W McCarty (1)
- Robert J Myers (1)
- Robert Izard (1)
- Robert F Link (1)
- Robert Brown (1)
- Robert Bolton (1)
- Robert B Aglira (1)
- Rick A Roeder (1)
- Richard T Miles (1)
- Richard S Raskin (1)
- Richard Edmund Berger (1)
- Randall Dziubek (1)
- R Hardin Matthews (1)
- R David Parsons (1)
- Preston C Bassett (1)
- Phillip Geoffrey Alistair Cammidge (1)
- Philip D Anderson (1)
- Peter W Plumley (1)
- Peter R Sturdivan (1)
- Peter M Kelly (1)
- Peter E Friedes (1)
- Peter C Hirst (1)
- Pete Bautz (1)
- Paul H Jackson (1)
- Paul Douglas Lew (1)
- Paul Donahue (1)
- Paul C Hart (1)
- Paul A Rivera (1)
- PAUL HOFFMAN (1)
- Neela Ranade (1)
- Nari Rhee (1)
- Monica Dragut (1)
- Mitchell Serota (1)
- Michael J Mahoney (1)
- Matthew Sloan (1)
- Mathew Greenwald (1)
- Martin Bauer (1)
- Mark Shemtob (1)
- Maria Sarli (1)
- Margaret E Pearson (1)
- Show More Show Less
Site
Topic
- Pension policy (183)
- Plan design (23)
- Retirement risks (19)
- Pensions & Retirement (19)
- Pension legislation and regulation (17)
- Defined benefit plans (17)
- Social Security (12)
- Public sector plans (10)
- Social Insurance (8)
- Assumptions and methods (8)
- Funding (7)
- Defined contribution and 401k plans (7)
- Risk management (6)
- Longevity (6)
- Internal Revenue Code (5)
- Public Policy, Law & Regulation (5)
- Private sector plans (5)
- Global Perspectives (5)
- Best practices (5)
- Public finance - Public Policy & Regulation (4)
- Demography (4)
- Health care reform (3)
- Banking and Insurance - Public Policy & Regulation (3)
- Mortality (3)
- Macroeconomics (3)
- Variable annuities (3)
- Professional associations (3)
- Actuarial Profession (3)
- Postemployment benefits (2)
- Health policy (2)
- Pension accounting (2)
- Pension finance (2)
- Long-term care insurance (2)
- Life Insurance (2)
- Investments (2)
- Financial economics (2)
- Behavioral economics (2)
- Gender factors (2)
- Product development - Annuities (2)
- Medicare (1)
- Medicaid (1)
- Post retirement risks (1)
- Retiree medical (1)
- Pension investments & asset liability management (1)
- Corporate plans (1)
- Dynamic simulation models (1)
- Public financing - Long-term Care (1)
- Show More Show Less
Competency
- External Forces & Industry Knowledge (95)
- Technical Skills & Analytical Problem Solving (20)
- Big picture view (18)
- External forces and business performance (17)
- Public interest representation (15)
- Thought leadership (12)
- Process and technique refinement (9)
- Innovative solutions (8)
- Actuarial theory in business context (7)
- Written communication (6)
- Actuarial methods in business operations (6)
- Problem analysis and definition (3)
- Influence decisions (3)
- Strategic Insight and Integration (3)
- Actionable recommendations (3)
- Practice expertise (3)
- Professional network leverage (3)
- Strategy development (2)
- Results-Oriented Solutions (2)
- Team leadership (2)
- Oral communication (1)
- Communication (1)
- Effective decision-making (1)
- Assess decision effectiveness (1)
- Relationship Management (1)
- Ethical standards (1)
- Professional Values (1)
- Leadership (1)
- General business skills (1)
- Show More Show Less
-
Session 103: How Equitable is Your Actuarial Equivalence?
Session 103: How Equitable is Your Actuarial Equivalence? A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment.Description: A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which may not have been reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and actuaries now pay more attention to how pension plans define Actuarial Equivalence. How does a change in mortality table or interest rate affect the ultimate benefit? What are the requirements under ERISA and pertinent regulations? Are there court cases that have examined this question before? What are the issues behind the recent lawsuits and what can a plan sponsor do now to reduce their legal exposure? What alternative strategies are available for changing or not changing the definition in the plan document?
Hide- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
-
Plan Design Issues [Advanced]
Plan Design Issues [Advanced] This open forum is from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss actual experiences related to ...Description: This open forum is from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss actual experiences related to consulting on plan design issues, including the effect of regulatory restriction on plan design, such as the nondiscrimination rules, further application of cash balance plans, and other recent developments that affect plan design. Discussion from participants is included. From the Record of Society of Actuaries Vol. 17, No. 3B.
Hide- Authors: Vincent Amoroso, Stephen E Baird, John J Haley, Paul A Rivera
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Public Policy
-
Philosophy and Practice of Investment Income Allocation
Philosophy and Practice of Investment Income Allocation This session is about the philosophy and implications of investment income allocation for individual and group products, bases available ...Description: This session is about the philosophy and implications of investment income allocation for individual and group products, bases available for subdivision of investment income by line and within lines of business, applicability of new money rates to individual and group products, and regulatory restraints.
Hide- Authors: Charles E Farr, Daniel J McCarthy, Thomas C Sutton
- Date: Jun 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Pensions & Retirement>Assumptions and methods; Public Policy