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  • Chapter 4: Actuarial Issues
    with a retirement benefit of $28,103/year. The annuity benefit is “frozen1” at $28,103/year. The employee ... example the benefit at age 55 would be: · an annuity of $44,076/year under the current plan (requiring ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
  • Retirement Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased Retirement
    Council on Employee Welfare and Pension Benefit Plans, U.S. Dep’t of Labor, Report of the Working Group on ... Population Today, August/September 2000. <http://www.prb.org/pt/2000/August2000/Legislation_Courts_Older ...

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    • Authors: Aliya Wong
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans?
    ding adjusting annuity factors to reflect, in part,  improvements in cohort mortality and crediting  ... loyees with  greater flexibility.       3 TABLE OF CONTENTS  1.0  INTRODUCTION ................

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    • Authors: Application Administrator
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design
  • The Old-Age Crisis - Actuarial Opportunities - The 1996 Bowles Symposium, Chapter 7: The Changing Social Contract - Implications for Financial Security Systems
    Security Systems by Anna M. Rappaport In the U.S. and in most industrialized countries, there is ... contract. Table 1 contrasts some of the characteristics of the new and old social contracts. TABLE 1 Traditional ...

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    • Authors: Anna M Rappaport
    • Date: Jan 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans
  • Plan Design Approaches to Volatility Management in Retirement Plans
    Plan Design Approaches to Volatility Management in Retirement Plans Investment volatility ... contribution volatility and wide swings in a retirement plan’s perceived funded status. This paper approaches the ...

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    • Authors: Richard Joss
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change”
    ...........................................30 Table of Contents Report: Long-Term Care Think Tank Session ... to use new technologies to replace the kitchen table sale and to reduce the turn around time from application ...

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    • Authors: Society of Actuaries
    • Date: Mar 2010
    • Competency: Communication; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Topics: Actuarial Profession>Professional associations; Economics>Health economics; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design; Public Policy
  • The Future of Pension Plan Funding and Disclosure Monograph: A Comprehensive Defined Benefit Pension Plan Reform Proposal
    number of defined benefit plans and the percentage of U.S. workers participating in them have both decreased ... of charge, the pre-REA preretirement survivor annuity, which requires coverage only for participants ...

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    • 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
  • Retirement 20/20 Monograph
    Retirement 20/20 Monograph This is a web page containing links to papers presented at the ... single PDF of all papers Changing Signals Why Sweden's Pension Reform was able to be Successfully Implemented ...

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    • Authors: Society of Actuaries
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Plan design