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  • Lump Sums and Benefit Adequacy
    Lump Sums and Benefit Adequacy The article outlines the pros and cons of providing lump sums in defined benefit plans both for the participant and the employer. Retirement assets need to be used ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • The Case Against Stock in Corporate Pension Funds
    The Case Against Stock in Corporate Pension Funds This articles focuses on real economics versus GAAP accounting and concludes that equities are an inferior investment for corporate pension ...

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    • Authors: Lawrence N Bader
    • Date: Feb 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • 2003 SOA Pension Plan Turnover Study
    2003 SOA Pension Plan Turnover Study This article announces the availability and provides an overview of the 2003 SOA Pension Plan Turnover Study. From Pension Section News, June 2004, Issue No.

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    • Authors: Emily Kessler
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Assumptions and methods
  • Living to 100 and Beyond: A Retirement Issue
    Living to 100 and Beyond: A Retirement Issue The author provides an overview of the symposium and highlights the material of particular interest to pension actuaries. From the Pension ...

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    • Authors: Steven Siegel
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Global Perspectives; Pensions & Retirement>Retirement risks
  • Women at Risk: Securing Retirement Benefits in Divorce
    Women at Risk: Securing Retirement Benefits in Divorce Elizabeth Wells describes the fundamental underpinnings and processes that can help reduce the risk of inequitable division of retirement ...

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    • Authors: Elizabeth Wells
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • More than 15 Years of Research on Post-Retirement Risk
    More than 15 Years of Research on Post-Retirement Risk Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession; Pensions & Retirement>Retirement risks
  • Flight Paths – A Dynamic Investment Strategy
    Flight Paths – A Dynamic Investment Strategy The article describes a dynamic investment strategy for defined benefit pension funds to de-risk the plan by changing the asset mix based on the ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Risk Strategies Pertaining to the Many and Diverse Risks Found in Retirement
    Risk Strategies Pertaining to the Many and Diverse Risks Found in Retirement This article presents the background around the Post Retirement Needs and Risk call for essays focused on: (1) defined ...

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    • Authors: John Cutler
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • The Feel Free Retirement Spending Strategy
    The Feel Free Retirement Spending Strategy The "feel free" strategy helps retirees understand when they can retire, how much they can spend and how much guaranteed income they might ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna: The Relativity of “Success” and “Failure”
    Perspectives from Anna: The Relativity of “Success” and “Failure” Anna focuses on retirement security and finding a balanced approach to successful retirement. ;; Retirement income; Retirement ...
    • Authors: Anna M Rappaport
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks