Description: A summary from the Trustees report: SMI Trust Fund: Estimates under Alternative II Assumption for Aged and Disabled Excluding End-Stage Renal Disease Enrollees

Description: Defined contribution plans need to do more than simply offer participants a menu of investment choices--the average worker is not building a secure retirement. Because both employers and employees face constraints, the solution is not as straightforward as delaying retirement or boosting contributions. Features like automatic enrollment can help somewhat, but are not enough. Truly innovative solutions are needed. There are numerous different proposals for improved retirement plans, both in the US and internationally. Individual proposals often contain an evaluation section dealing with benefits and risks, but what is lacking is a full quantitative evaluation framework that can be uniformly applied to a number of different proposals. This essay lays the groundwork for a potential research project to build such a quantitative assessment framework.

Description: ASOP No. 6 Exposure Draft Provisions Relating to Community Rated HMO Contracts by J. Richard Hogue from Pension Section News, February 2002, Issue No. 48.

Description: This article describes techniques and models used to forecast mortality improvement and the considerations that underlie long-term mortality improvement projections in the United States.

Description: The introduction of a chart which summarizes post-retirement risks as a resource to actuaries and plan sponsors. The full chart is available on the Society web site.

Description: The authors present the myriad of issues affecting an individuals retirement decision and highlight studies from Mercer and AARP. They find that Americans are increasingly creating their own personalized phased retirement programs in this evolving area of human resources management.

Description: This articles lists the 2003 updated annual amounts for federal agencies and programs that affect pension programs.

Description: This article summarizes the focus of the inaugural The Pension Conference which is the difficult investment environment for pension plans and the increased choice and competition that accompany that environment.

Description: In this article the author identifies and delimit 's the public's interest in defined benefit plan funding as a practical response to the chaotic deluge of of overlapping measurements and restrictions designed to regulate the funding of pensions plans in the US.

Description: This article summarizes participant responses from the Retirement Implications of Demographic and Family Change project.