Announcement: SOA congratulates the new FSAs for June 2024.

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  • Beyond Cash Balance: the DA Plan
    Beyond Cash Balance: the DA Plan This article looks at the need for new defined benefit plan designs ...

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    • Authors: Thomas More Zavist
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Observations on our Observations
    value of assets; Pension plan assets; Pension valuation By Joseph J. Silvestri Following the release ... release of our first Rapid Retirement Research report, The Rising Tide of Pension Contributions, the SOA decided ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • Retirement Implications of Demographic and Family Change RIDFC
    Implications of Demographic and Family Change RIDFC This article summarizes participant responses from the Retirement ... Retirement Implications of Demographic and Family Change project. Demographics;Pension benefits; 10304 ...

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    • Authors: Karen Gentilcore
    • Date: Feb 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Will Disability Also Harm my Retirement Security?
    Will Disability Also Harm my Retirement Security? This article talks about the steps taken ... my Retirement Security? This article talks about the steps taken by one corporation to provide a comprehensive ...

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    • Authors: Jack Towarnicky
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • The Third Way: Building New Retirement Systems
    The Third Way: Building New Retirement Systems This article discusses building new retirement systems ... article published in the Economist, 'Actuaries and the pensions crunch: When the spinning stops,' ...

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    • Authors: Emily Kessler
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • A View from the SOA's Staff Fellow for Retiremen
    A View from the SOA's Staff Fellow for Retiremen Column describing shifting paradigm for retirement ...

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    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Retirement is about More than Money
    Retirement is about More than Money This interview provides information ... on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement ...

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage ... Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create liquidity without ...

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    • Authors: Jack Towarnicky
    • Date: Sep 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • QDROs with Fewer Hassles
    play a crucial role in assisting the couple, the attorney's and the human resources professional in ... complexity, thereby saving legal and consulting fees for the divorcing couple and easing their stress. Defined ...

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    • Authors: Mitchell Serota
    • Date: Jun 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose?
    presents the findings of an Urban Institute study sponsored by the Pension Section and the Actuarial ... Actuarial Foundation examining the election of joint and survivor annuities by married adults. From Pension ...

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    • Authors: Richard W Johnson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks