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  • Gen X Women: The Time Is Now To Embrace Health Savings Accounts
    Gen X Women: The Time Is Now To Embrace Health Savings Accounts As Gen X women enter their 40s and 50s, they are hitting their stride. For this group of women, it is also the perfect moment to ...

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    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Pensions & Retirement
  • Financial Education: Employer Trends, Liability and Considerations
    Financial Education: Employer Trends, Liability and Considerations This article describes the need for and the benefits of implementing a financial education program for employees Asset ...

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    • Authors: Rick Storms
    • Date: Dec 1998
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Finance & Investments; Pensions & Retirement
  • Pioneer: Claude Lamoureux—Tops In Pension Plans
    Pioneer: Claude Lamoureux—Tops In Pension Plans Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan. Canadian Institute of ...

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    • Authors: Sam Phillips
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Pensions & Retirement
  • SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
    The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...

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    • Authors: Anna M Rappaport, Alan Newsome
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • The Withdrawal Liability Interest Rate Puzzle
    The Withdrawal Liability Interest Rate Puzzle Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer ...

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    • Authors: Hal Tepfer
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Trading Places: Life and Pension actuaries find common ground to express funding concepts
    Trading Places: Life and Pension actuaries find common ground to express funding concepts A pension actuary and a life actuary collaborate to express public pension liability and asset issues in ...

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    • Authors: R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting; Pensions & Retirement
  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
  • Perspectives of Plan Sponsors and Service Providers on Retirement Payout and Support Options: An Interview with Neil Lloyd
    Perspectives of Plan Sponsors and Service Providers on Retirement Payout and Support Options: An Interview with Neil Lloyd Feature article highlighting the thoughts of Neil Lloyd, who is ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • International Pensions Spotlight: Chile
    International Pensions Spotlight: Chile Proposed update of Chile’s landmark 1981 DB to DC national pension program conversion. Pension Reform, Pension annuities, population mortality 4/9/2019 12: ...

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    • Authors: Josh Bank, Octavio Nicolas Rojas
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Is the Cost Method of the Canada Pension Plan Suitable for Adoption by Other Countries?
    Is the Cost Method of the Canada Pension Plan Suitable for Adoption by Other Countries? This paper describes the cost method used for the Canada Pension Plan. Social security;Pension plan ...

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    • Authors: Douglas Andrews
    • Date: Jul 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement