Description: Pension actuaries need data for setting assumptions, comparative information and technical analysis. This session focuses on what information is available, how to find it and how to use it. From Record of Society of Actuaries, Vol. 23, No. 1.

Description: This session addresses various questions, such as how are retirees typically handling large lump sum payments? How do retirees who take their benefits in a lump sum protect themselves against longevity risk? What pension purchase options are employers offering? What role can the plan administrator play in helping participants manage lump sums? From the Record of the Society of Actuaries, Volume 28, No. 2, Session 62pd.

Description: From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 This session covers innovations in pension plan designs and participant options that are happening in a variety of settings.

Description: This panel discussion examines demographics as it applies to public and private pension plans in the future.

Description: This panel discussion looks at individual tax qualified products. The areas addressed include regulatory developments, products being used, the effect of volatile money markets on product design, variations in assumptions by market, variations in results by market, defined benefit HR10, spousal IRAs, and Canadian RRSP's.

Description: From Record of the Society of Actuaries Vol. 15, No. 1 A discussion of the approaches and philosophies used by Canada and the United States: -- Purpose of solvency/current liability valuations -- Benefits and assumptions underlying solvency/current liability -- Conflicts between tax and security valuations -- Effects of these valuations upon plan sponsors (and actuaries)

Description: This teaching session focuses on the valuation of ancillary benefits for pension plans.

Description: This presentation is a panel discussion from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss the status of rules and regulations on nondiscrimination for pension plans, including the relevant subsections of the Internal Revenue Code, ‘IRC,’ sections 401 and 410, and proposed regulations. In general, to be nondiscriminatory, a plan may not unduly favor highly compensated employees. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 3A.

Description: This session from the 1976 Spring SOA Meeting is about current IRA and RRSP developments, products that proved successful, regulation problems that have developed, taxation problems, rollover problems, commissions on increases and competition from other financial institutions.

Description: This is a teaching session on PBGC calculations.