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  • Employee Benefit Plans-Retirement Plans-Investments and Interest Assumptions
    individual cases, is to use assumptions for interest, mortality and expenses that follow the guarantees in the ... plans, par- ticularly those established in the 1940's. I t is important to keep in mind, however, that ...

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    • Authors: Preston C Bassett, Application Administrator, William A Dreher, Sam H Huffman, David R Kass, Robert F Link, Daniel F McGinn, Robert Charles McQueen, David G Scott, George V Stennes, Donald B Warren, Clark T Foster, Frederick P Sloat
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Assumptions and methods
  • Employee Benefit Plans
    Employee Benefit Plans This is a discussion about employee benefit plans: -Group Life - What has been ... what underwriting techniques used, what has the mortality experience been? -Group Health - What ...

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    • Authors: John E Champe, Arthur W Ericson, Donald S Grubbs, Robert A Hall, William A Halvorson, Harold F Harrigan, William V Hauke, Richard W Hill, Paul H Jackson, A Henry Kunkemueller, Robert F Link, Robert Charles McQueen, Albert Pike, Bertram N Pike, George A Reynolds, Harvey Saffeir, Richard Schreitmueller, J Darrison Sillesky, John R Taylor, Peter Thexton, Josephine W Beers, Stanley W. Gingery, W Gilbert Cook, Henry S Beers
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Health & Disability>Health insurance; Life Insurance>Group plans - Life Insurance
  • Digest of Discussion at General Sessions - Past and Future Dynamics of North American Retirement Systems
    During the excess profits tax years of the 1940's, a large efficient corporation might be able to retain ... job market. During the 1940's, again in the 1950's, and again in the 1970's the United States government ...

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    • Authors: E Allen Arnold, James F A Biggs, Richard Daskais, Donald S Grubbs, Robert F Link, Robert J Myers, Donald H Reid, Charles Schaller-Kelly, J Darrison Sillesky, F Eugene Smith, George B Swick, Howard Young, John Dyer, Blackburn H Hazlehurst, William F Marples
    • Date: Mar 1972
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement
  • Social Security
    be sure. But it is not as limited as many people &s,',ume. Consider the following: Eighty-five percent ... in 1979 to approximately 16 percent in the year 2000 and 23 percent by the year 2025, that is, within ...

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    • Authors: Robert F Link, A Haeworth Robertson, Lawrence H Thompson, Geoffrey N Calvert
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Social Insurance>Social Security
  • Design and Mechanics of Pension Plans
    retirement adjustment? 2. The equity annuity? 3. The cost-of-living annuity or approximations thereto? B ... Fitzhugh, TSA, XVIII, 117-24, especially 118 and 121. s James L. Clare, Canadian In4titute of Actuaries Reports ...

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    • Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Digest of Discussion at Concurrent Sessions
    Digest of Discussion at Concurrent Sessions The following topics were discussed at concurrent ... 1969 Vol. 21 Pt. 1 No. 61. Accounting standards;Annuity reserves;Individual health plans;Marketing and ...

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    • Authors: William H Aitken, Arthur W Anderson, John C Antliff, James A Attwood, Dwight K Bartlett, Stephen D Bickel, Claude Boily, John M Bragg, Alden W Brosseau, George Brummer, Burton E Burton, Paul A Campbell, George F S Clarke, Donald D Cody, John M Cole, G Ashley Cooper, Laurence E Coward, Raymond L Crapo, Joseph B Crimmins, William Cunningham, James A Curtis, Richard Daskais, Waid J Davidson, Frank P di Paolo, Robert C Dowsett, William A Dreher, Samuel Eckler, Lawrence A Ehrhart, Linda B Emory, Robert G Espie, William A Feeney, Niels H Fischer, John H Flittie, P William Forester, Application Administrator, John J Gianino, Melvin L Gold, Robert B Goode, Myles L Grover, Donald S Grubbs, Albert Gubar, William A Halvorson, Narindra N Handa, S Martin Hickman, Anthony J Houghton, Robert N Houser, William C Hsiao, Harold G Ingraham, John G Ireland, Fenton R Isaacson, A Henry Kunkemueller, Gerald A Levy, Robert F Link, John Macarchuk, John B Massey, Paul J Mason, Daniel J McCarthy, Daniel F McGinn, Walter N Miller, John B Moore, Joseph W Moran, Robert J Myers, James Olsen, Thomas K Pennington, Donald M Peterson, Albert Pike, James L Purdy, Anna M Rappaport, Donald H Reid, Alan Richards, C Ronald Riley, Walter Rugland, Charles Schaller-Kelly, Alan W Sibigtroth, Conrad Siegel, J Darrison Sillesky, Walter W Steffen, Harry L Sutton, John R Taylor, Samuel H Turner, Marc M Twinney, Harry Walker, George N Watson, David A Webster, William White, Ross J Wilson, William C Wirth, John Miller, Charles L. Trowbridge, James Ross Gray, Frank L Griffin, W Harold Bittel, James C H Anderson, H R Dienst, John Dyer, Dale R Gustafson, Paul T Bourdeau, J Edwin Matz, John C Fraser, Walter Klem, Harry E Blagden, Donald R Anderson, Alfred L Buckman, Charles M Sternhell, Edward A Green, Frederick P Sloat, Royal A Johnson, W Gilbert Cook, John C Archibald, Delos H Christian, Schuyler W Tompson, Harold Thompson
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Pension legislation and regulation
  • Discussion - Some Practical Aspects of the Calculation of Employer Contributions under Group Annuities of the Deposit Administration Type
    automatically determined by the average temporary annuity. The aggregate cost approaches the normal cost ... premium for a deposit adminis- tration group annuity. I t seems to us that the choice of funding method ...

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    • Authors: Raymond F Houseman, Robert F Link, Richard P Peterson, William C Wirth, Clark T Foster
    • Date: Nov 1952
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • Final-Pay Pension Plans
    factor multiplying the career-average earnings. TABLE 1 RATIO OF FINAL-PAY PLAN BENEFIT TO CAREER-AVERAGE ... to the final five-year-average earn- ings. In Table 1, for various ages at entry into the plan, we show ...

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    • Authors: James L Clare, James A Curtis, Kenneth K Keene, Robert F Link, Robert J Myers, David Yanis, Blackburn H Hazlehurst
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Investment Strategy and Planning
    Investment Strategy and Planning From the Record 1977 Vol. 3, No. 1, this presentation ... investment objectives, strategies and plans. The actuary’s role in investment planning is addressed, including ...

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    • Authors: Robert F Link, Malcolm R Reynolds, Allan B. Roby, Robert R Wyand
    • Date: May 1977
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments
  • Interest Credit to Policyholders
    experience rating and dividend purposes under group annuity contracts to what might be termed the "new money" ... method, the fund maintained under each group annuity contract representing the cumulative result of ...

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    • Authors: Kenneth K Keene, Robert F Link, Edward A Green, William M. Rae
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Plan design