Description: In this article the author responds the current defined benefit pension plan concepts that are being challenged and presents his proposal for revised plan design, funding and investment concepts. From Pension Section News, March 2004, Issue No. 54.

Description: 1993 SOA Annual Meeting, New York. This session provided an update on the appointed actuary. Topics included: 1. Provided preliminary results of a 1992 cash-flow-testing survey that was sent to a number of life companies in the U.S. 2. A discussion of the position taken by one actuary who did not do cash-flow testing in forming an opinion for his company's 1992 annual statement. 3. How to deal with failed scenarios. 4. The evolution of the appointed actuary's role at MetLife. 5. How the process currently works at MetLife. 6. Insights on where MetLife sees the process going.

Description: The October/November 2013 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: The Employee Retiree Income Security Act, or ERISA, establishes an important statutory role for pension actuaries in the United States. As part of its statutory goal to protect the retirement security of America’s workers, ERISA requires tax-qualified defined benefit plans to obtain an actuarial valuation of plan reserves each year. When valuing the plan’s reserves, the actuary is required by ERISA to act on behalf of plan participants. Thus, the plan actuary fulfills an important role in maintaining the plan’s ability to meet its on-going obligations to the plan participants and their beneficiaries. From Pension Section News, April 2006, Issue No. 61.

Description: This is a summary of 1972 discussions about: 1. the past and future dynamics of North American retirement systems, 2. alternatives for pension legislation, and 3. actuarial principles and practices for pension plans. From Transactions of Society of Actuaries 1972, Vol. 24, Pt. 2D, No. 68.

Description: Messrs. Robert McCrory's and John Bartel's response to the article Reinventing Pension Actuarial Science by Lawrence Bader and Jeremy Gold. From The Pension Forum, January 2003, Volume 15, Issue No. 1.

Description: Robert North critiques the article Reinventing Pension Actuarial Science by Lawrence Bader and Jeremy Gold. From The Pension Forum, January 2003, Volume 15, Issue No. 1.

Description: The article discusses the proposed revisions to the AOMR Actuarial Opinion and Memorandum and how it will affect insurance companies.

Description: This article summarizes the results of the first part of a U.S. Appointed Actuaries survey asking about the usefulness of the various documents that have been created to guide valuation actuaries.

Description: This session from the 1995 SOA Boston Meeting outlines the proposed Actuarial Standard of Practice ASOP with respect to small-group, reform rate certifications and the feedback from Society members regarding the proposal. From the Record of the Society of Actuaries, Vol. 21, No. 4b.