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Changing Patterns of Retirement Seminar: Phased and Partial Retirement
*Copyright © 2001, Society of Actuaries Note: The chart(s) referred to in the text can be found at the end of ... were only about 600,000 people in the U.S. over 85. By 2000 it was 4.3 million. When those of us who ...- Authors: Kathleen A FitzPatrick, John F Kalnberg
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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A Proposed Method of Valuing Variable Benefit Retirement Plans
in the plan. It is possible also to shift the mortality risk from the guarantor to the participants by ... VARIABLE BENEFIT RET IREMENT PLANS 513 reflect the mortality experience of the group. Except for very large ...- Authors: Chandler L McKelvey, Franklin C Smith
- Date: Oct 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design
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Combining LTC Benefits With Other Products
Institute in York, NY. Note: The chart(s) referred to in the text can be found at the end of ... LTC has been used in combination with deferred annuity products that I've seen to date. MR. MELVIN ...- Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
- Date: Oct 2001
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
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Discussion of Subjects of Special Interest
we no longer offer to discount premiums for mortality where the annual premium is less than a minimum ... the feature is found at all, other than in the J&S option after retirement, which I am not counting ...- Authors: Laurence E Coward, William A Halvorson, Howard H Hennington, Robert Earl Larson, Andrew Usherwood Lyburn, Isaac Rosenberg, B Russell Thomas, Robert C Tookey, Christopher H Wain, Dorrance C. Bronson, Alan A. Groth, Stuart J Kingston
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
_________________________________ *Copyright © 2000, Society of Actuaries †Mr. Gorell, not a member ... with some legal issues. He will go beyond just the U.S. DB area. Then Tim will follow with some big-picture ...- Authors: Timothy Davenport, Bruce Cadenhead, Stephen G Gorell
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Impact of Pension Plan Design on Investment Strategy
have, for example, IRAs, 401 (k)s or your clients who have IRAs and 401 (k)s, and 918 IMPACT OF PENSION ... next three years, but how to make sure that the annuity that you had purchased from the insurance company ...- Authors: Carl Hess, Eric Lofgren, Howard A Freiman
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
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Risk Classification
people who rely on the protection of insurance and annuity contracts, (3) constitutes unfair trade practice ... sex, or national origin, or on amy statistical table whose use would violate any provision of this Act ...- Authors: Charles C Hewitt, Robert J Randall, Jay C Ripps, Ann Wynia
- Date: May 1980
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design; Public Policy
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The Changing Look of Retirement Plans
have been good because they all were in these annuity plans. In the late 1990s, even in the small-plan ... repealed and it's a good thing. Coming up in the year 2000, the combined limits on the 415(e) are supposedly ...- Authors: Robert J Barry, William Torrie, David Yackel
- 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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Recent Trends in Retirement Benefits Design
Recent Trends in Retirement Benefits Design Panelists discuss recent changes in the design of retirement benefits programs. Topics include ... pension plans=Public pension plans; 18031 10/1/2000 12:00:00 AM ...- Authors: Mary Hardiman Adams, David W Riddell, Paul J Rusin
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Converting Defined Contribution Account Balances into Income Streams at Retirement
Society of Actuaries Note: The chart(s) referred to in the text can be found at the end of ... accumulated account balance is simply divided by an annuity factor and converted into an income stream. Often ...- Authors: C. Genno, Michael Sze
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design