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  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) plans; Financial ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Author’s Response to Comments by Faisal Siddiqi
    Author’s Response to Comments by Faisal Siddiqi This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Pension Topics For The Non-Pension Actuary
    Pension Topics For The Non-Pension Actuary This session discussion is an overview of pension issues and recent developments for the non-pension actuary, TRA 86, regulatory developments, FASB and ...

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    • Authors: Karen Justesen, Stanley C Samples, Deborah Stern, Joan Weiss, Daniel M Matern
    • Date: Apr 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design; Public Policy
  • Plan Design Under ERISA
    Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Comments on “Affordable Retirement Income through Savings and Annuities”
    Comments on “Affordable Retirement Income through Savings and Annuities” This paper discusses the proposed compulsory savings program combined with transparent investment vehicles designed to ...

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    • Authors: Charlene Moriarty
    • Date: Dec 2012
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Risk Classification
    Risk Classification This presentation is a concurrent session from the 1980 Meeting of the Society of Actuaries, held May 29-30 in Minneapolis. The panelists discuss the nature of current ...

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    • Authors: Charles C Hewitt, Robert J Randall, Jay C Ripps, Ann Wynia
    • Date: May 1980
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography>Gender factors; Pensions & Retirement>Plan design; Public Policy
  • Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program”
    Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program” This paper is a comment on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution ...

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    • Authors: Faisal Siddiqi
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy