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  • Changing Patterns of Retirement
    S., you'd want to make it clear whether medical care benefits eligibility ceases or not. You need to ... government would take care of retirees in the form of pensions and postretirement health care. You could consider ...

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    • Authors: Robert Brown, Arnold Shapiro, Matt Drinkwater, J Gary Johnson
    • Date: Oct 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Marketing Of Pension Products By A Life Insurance Company
    recordkeeping and other actuarial services, my primary focus will be on the pension asset management business ... Employees are typically conservative. Most of them direct new contributions to guaranteed return investments ...

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    • Authors: Richard J Barney, Daryle G Johnson, J. C. Smith, Keith Weaver
    • Date: Jun 1985
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plans
    plans; and (3) retirement annuity policies for direct purchase on a nontransferable basis. Some sort ... than a plan involv- ing a trust agreement or the direct purchase of nontransferable annuities. We feel ...

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    • Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
    • Date: Jan 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Design
    increase in direct proportion to future increases in average earnings. Also, the Primary Insurance Amount ... fixed level of benefit minus the Social Security primary insurance amount, would be prohibited. A defined ...

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    • Authors: Preston C Bassett, Henry Bright, M David R. Brown, Gilbert V I Fitzhugh
    • Date: May 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Design and Mechanics of Pension Plans
    questions? c) Deposit administration guarantees? d) Direct-rated contracts--IPG and its modifications? e) ... There is an increasing trend toward the use of direct-rated contracts, usually including separate-account ...

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    • Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Employee Benefit Design from a Human Resources Management Perspective
    responsibilities include the design and operation of all health care, disability, and retirement income plans throughout ... Too many times we get a project, and we just take care of it, and that's not the appropriate way to use ...

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    • Authors: Ronnie Susan Thierman, Bruce D Zimmerman, Charles R Christian, William Jenkins, Wayne E Page
    • Date: Apr 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Health & Disability>Health insurance; Pensions & Retirement>Plan design
  • Protecting Participants and Beneficiaries in a Phased Retirement World
    authors have encountered plans sponsored by health-care industry employers using this approach. 17 Some ... tenure is too small to realistically become the primary source of income during retirement. For example ...

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    • Authors: Patricia Scahill, Jonathan Barry Forman
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design
  • Combining LTC Benefits With Other Products
    Combining Long-Term-Care (LTC) Benefits With Other Products Track: Long-Term Care/Product Development/Health ... trends have spurred interest in providing long-term-care (LTC) benefits. This session explores how LTC benefits ...

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    • 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
  • Plan Design Issues: The Employee Perspective
    Gloria Lesmeister: You may wonder why you should care what the employee thinks, but I can tell you that ... married, married with children, and those taking care of an elder dependent. For the single people, pay ...

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    • Authors: Julie Jarecke Gebauer, William Torrie, Gloria Lesmeister
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Designing An Integrated Pension Plan
    less direct as time goes on. Under the Social Security benefit formula, you know that the primary insurance ... of the primary insurance amount, such as 2% of pay per year of service, minus 2% of the primary insurance ...

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    • Authors: Michael R Hill, Richard Schreitmueller, John Wade
    • Date: Apr 1989
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design