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  • Variable Payout Annuities
    Variable Payout Annuities In this paper, the authors assess the value of a GSA-type annuity within a retiree's portfolio. Variable annuities;Group Self Annuitization Scheme (GSA) ;Plan ...

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    • Authors: Phelim Boyle, Mary Hardy, Anne MacKay, David Morris Saunders
    • Date: Dec 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Summary: Healthcare and Long-Term Care Risks in Retirement
    Summary: Healthcare and Long-Term Care Risks in Retirement This fact sheet summarizes the results of a survey analyzing retirees’ and pre-retirees’ concerns on retirement. It also reveals how ...

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    • Authors: Society of Actuaries
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Long-term Care; Pensions & Retirement>Retiree medical; Pensions & Retirement>Retirement risks
  • E2B-46-92 Contributory Pension Plans After OBRA 89
    E2B-46-92 Contributory Pension Plans After OBRA 89 This study note discusses the calculations that are required for any plan with employee contributions remaining. N/A; 6335 1/1/1992 12:00:00 AM ...

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    • Authors: Application Administrator
    • Date: Jan 1992
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Fall 2009 Exam Case Study - Course DP Retirement - US
    Fall 2009 Exam Case Study - Course DP Retirement - US This is the November 2009 Exam DP-RU which covers retirement benefits from the Design and Pricing perspective for the United States. Pension ...

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    • Authors: Society of Actuaries
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 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
  • Re-Envisioning Retirement
    Re-Envisioning Retirement MacGinnitie discusses how retirement may change in the 21st century. First, he discusses what forces are shaping current retirement trends and what might happen to ...

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    • Authors: W James MacGinnitie, Emily Kessler
    • Date: Oct 2005
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • U.S. Public Pension Plan Contribution Analysis
    U.S. Public Pension Plan Contribution Analysis This study explores whether public pension plans have contributed enough to reduce unfunded liabilities, absent other influences such as investment ...

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    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • RPEC_O2_v2018 Model Implementation Tool
    RPEC_O2_v2018 Model Implementation Tool Based on work performed by Bob Howard, a former member of RPEC, the SOA developed a spreadsheet-based program that allows users to create a customized ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Defined benefit plans
  • 2021-cost-sharing-pension
    In the U.S., public pension plans vary dramatically in size, complexity, funding position and more. The discussion will start by going over the current status of public plans within the U.S. You ...

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    • Authors: Douglas Fiddler, Todd Tauzer, John Voelker
    • Date: Sep 2021
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement