Description: This article describes the need for and the benefits of implementing a financial education program for employees

Description: This discussion examines non-traditional pension plan terminations, particularly those plans which have a reversion of assets. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: Article from The Actuary, May 1972 – Volume 6, No. 5 that talks about the 1971 White House Conference on Aging. The purposes of the conference were: 1 to develop a national policy on older Americans, 2 to involve older people in helping solve their own problems, and 3 to involve national organizations in the problems of the aging.

Description: This paper explores how change in societal forces can affect the systems for providing security including private pensions, social security, life insurance and health insurance. The societal forces examined are changes in family, role of women, inflation and the age composition of population. From Transactions of Society of Actuaries 1978, Vol. 30.

Description: This far-ranging discussion of health insurance and employee pensions discussed expansion of health insurance plans to encompass the additional forms of medical care and treatment, intercompany studies of mortality and morbidity, accidental death coverage are written on a twenty-four-hour basis or as travel accident, dental care insurance, survivorship benefits, employer-sponsored death benefits incorporated into qualified pension plans, and other topics. From Transactions of Society of Actuaries 1963, Vol 15 Pt. 2

Description: This paper will attempt to describe certain principles and practices relative to the establishment and operation of funded severance pay programs, with particular reference to the actuarial aspects involved. From Transactions of Society of Actuaries 1958, Vol. 10, No. 27.

Description: This is a discussion of the paper, Actuarial Aspects of the Railroad Retirement System by Joseph Musher. From Transactions of Society of Actuaries 1950, Vol. 2, No. 4.

Description: From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses dividends. Topics include the reflection in dividends of new federal income tax basis for qualified pensions involving individual policies, and for certain annuities, rate of excess interest on supplementary contracts vs. accumulated dividends, and issues involving dividends on supplementary contracts.

Description: This guide is a compilation of references providing an overview of the pension environment in Canada. It is designed to assist a non-pension practitioner or an actuary from outside of Canada who wants to learn about the Canadian Pension System.

Description: Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of retirement, pension and social security policy.