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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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A Comprehensive Defined Benefit Pension Plan Reform Proposal
A Comprehensive Defined Benefit Pension Plan Reform Proposal The abstract for the paper A Comprehensive Defined Benefit Pension Plan Reform Proposal Defined benefit plans=DB plans;Funding reform; ...- Authors: Eric J Klieber
- Date: Jul 2005
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System This paper proposes a mandatory universal pension system MUPS which would ...- Authors: Jonathan Barry Forman, Adam Carasso
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design; Public Policy
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Retirement Plan Preferences Survey
Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...- Authors: Society of Actuaries
- Date: Jan 2004
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Pension Plan Administration
Pension Plan Administration This session covers Pension actuaries who are becoming more involved in the administration of defined-benefit pension plans. Along with this work comes special ...- 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
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Addressing the Financial Risks from Retirement Systems Seminar: Plan Design
Addressing the Financial Risks from Retirement Systems Seminar: Plan Design This presentation from Session 56 of the SOA June 2005 New Orleans Health/Pension Spring Meeting discusses the risks ...- Authors: Edward E Burrows, C. Genno, Thomas Terry, Alan Parikh
- Date: Jun 2005
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Legal and Actuarial Considerations in Modifying a Retirement Program
Legal and Actuarial Considerations in Modifying a Retirement Program Panel provides an analysis of legal and actuarial issues which must be considered when modifying an existing retirement ...- Authors: William Torrie, Kyle Brown
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Retirement Age Issues, Trends And Assumptions
Retirement Age Issues, Trends And Assumptions This meeting session, which occurred at the April 1982 Society of Actuaries meeting in Orlando, presented a panel discussion that focused on ...- Authors: Edward I Farb, Stephen Goss, John C Hickey, Thomas M Malloy
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
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Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement
Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement This paper discusses the role of gradual retirement ...- Authors: Yung-Ping (Bing) Chen, John C Scott
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design
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Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans?
Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans? This paper considers the question of how the adjustment mechanisms described for the Swedish and ...- Authors: Application Administrator
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design