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  • Current Developments In Retirement Plans
    Expenditures figure into these deficits? Medical care, income replacement, and other employee benefits ... there are the Direct Expenditures. Social Security and Medicare represent the direct transfer of government ...

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    • Authors: Daniel C Rudin, Jack Schechter, Yale D Tauber, Richard C Watson
    • Date: Jan 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Impact of Economic and Population Trends on Insurance and Pension Operations
    adventurous types of distribution, for example, direct response, appear to me to have a future that is ... working wives, and increased reliance upon child-care centers and schools. Effect upon financing pensions: ...

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    • Authors: E Allen Arnold, Joseph H Dowling, Robert H Jordan, J Craig Davidson
    • Date: Oct 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Pensions & Retirement
  • Recent Rulings and Regulations Update - Late-Breaking Developments
    condition of qualification, that plans provide for direct rollover to another eligible retirement plan as ... ments of 401 (a)(31). It requires plans to provide direct trustee to trustee rollovers. The crucial element ...

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    • Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • What's New In Plan Design
    replaced by technicians, engineers, consultants, health-care providers. There are a lot of jobs in the service ... that they are a more highly mobile group. Health care providers are probably more likely to jump around ...

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    • Authors: John A Reschke, Application Administrator
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Does An Actuarial Bias Lead To Equity Investment?
    transparency, encourages equity holdings. The primary cause of opacity is pension actuarial science, ... is disguised by the present system but it is a direct implication of transparent accounting and arbitrage ...

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    • Authors: Jeremy Gold, Ethan Kra, Zvi Bodie
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Whither The Society's Pension Syllabus?
    interest, and then take a three-hour exam on the primary subjects in that area. Candidates are asked to ... comparable things are going on in Canada. In Part 9-P, Primary, you consider problems of the consulting actuary ...

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    • Authors: Curtis E Huntington, Michael Jarnes
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Unisex - An Update
    characteristics, a similar expectation of loss. What is the primary actuarial reason for opposition? In voluntary insurance ... tell the other person why they, not you, should care. You have to identify the "right stuff". Instead ...

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    • Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement
  • GICS and Other Insurance Company Products - Are They Still Alive?
    Variable assets are those that involve some more very direct participation in the capital market volatility ... Dimensions .= PartidpatingIndexed _ _-_---_ J I (Direct Rxed Tmdmon_n_t / _- . _. Product- / BankBalance ...

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    • Authors: Joseph J Buff, Daryle G Johnson, Judith Markland
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Pension Plan Administration
    benefit calculations, but the client would take care of everything else. There are more than three options ... clients’ address changes, tax selection changes, and direct deposit changes occurring throughout the year.

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    • Authors: John F Kalnberg, Curtis Morgan, Andrea Luallen Egg
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • Integration Of Pension Plans - Where Are We Headed?
    of total benefits was estimated as 150% of the primary old age benefit. The total value placed on social ... formula of 80% of total earnings less 100% of the Primary Insurance Amount does a pretty good job at all ...

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    • Authors: Vincent Amoroso, Donald S Grubbs, Carol W Proffer, Elaine Worden
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy