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Computer Models for Retirement Policy
retirement income systems, retirement savings, and health-care finance and model development in those areas. Over ... reform and reform of insurance systems and health-care finance are some of the most important issues. And ...- Authors: Christopher M Bone, Joseph M Anderson
- Date: May 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Social Insurance
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Focusing on Measuring Benefits Adequacy: New insights for actuaries
investment, inflation, life, health, and long-term care risks, with distributional assumptions for each ... standard of living, buying an annuity, buying long-term care insurance, delayed and early retirement, and the ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: May 2013
- Competency: Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Public Policy
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Pension Section News, Issue 92, June 2017
studies of science as powerful new tools to achieve primary prevention of numerous diseases. If the associated ... which in turn lead to greater demands for long- term care. We all have a major stake in successfully addressing ...- Authors: Society of Actuaries
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Public Policy
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Late Breaking Developments
a J&S annuity. Let's turn now to the rules for direct rollover and 20% withholding. We recall that this ... 1992 legislation that required plans to offer a direct rollover option. That same law expanded the class ...- Authors: Richard Schreitmueller, R Hardin Matthews
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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View from the staff fellow
a bittersweet change as I will move on from my primary focus of working with retirement/pension actuaries ... the SOA members, in my SOA staff role. While my direct focus with retirement actuaries will be stop- ping ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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PBGC Guaranteed Benefit Obligations and the Nifty Fifty
of corporate annual report information is the primary source for the starting point. When 1 Ok information ... Enrolled Actuary. The simpler of the two options, direct calculation of the administrative expense loading ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, James A Kenney
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Public Policy
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Retirement Section News, Issue 96,October 2018
a bittersweet change as I will move on from my primary focus of working with retirement/pension actuaries ... the SOA members, in my SOA staff role. While my direct focus with retirement actuaries will be stop- ping ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ... Retirement. Additional research focuses on Health Care Spending and Utili- zation: Issue Brief 411, February ...- Authors: Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
family), other formal social programs (e.g., health care, housing), and other individual assets (e.g., ... standardized set of provisions is needed, where the primary decision is to be in the plan (the default option) ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Pension Plan Principles and Practices
assist actuaries in public relations. One of our primary goals is to prepare Recommendations which will ... body of principles and practices? I see four primary purposes: The first is guidance to members of the ...- Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy