Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Current Topics: Canadian Pension
    Current Topics: Canadian Pension This 1981 discussion session is about pension reform in Canada from three different perspectives- From the government point of view, from the point of view of ...

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    • Authors: J Wells Bentley, Shiraz Y. M. Bharmal, Peter C Hirst, Richard T Miles
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Changing Patterns of Retirement
    Changing Patterns of Retirement Our panel discusses research conducted by the SOA's committee on post-retirement needs and risks current trends in retirement, including phased and partial ...

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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
  • Design Of Integrated Retirement Plans
    Design Of Integrated Retirement Plans This is a presentation on the design of integrated retirement plans. From Record of Society of Actuaries, Vol. 9, No. 3. Social Security; 15448 5/1/ ...

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    • Authors: Barnet N Berin, Michael J Cellini, Ruth S Dollinger, Stephen Ohanian, Donald Segal
    • Date: May 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plan Design
    Retirement Plan Design This session discussion is whether defined benefit plans are obsolete, coordination with 401k plans and cash balance plans. From Record of the Society of Actuaries Vol ...

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    • Authors: Marcia Dush, David A Lorisz, Robert L Pawelko, Richard T Tani, Roger C Siske
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Managing Employer Risk in Defined Contribution Plans
    Managing Employer Risk in Defined Contribution Plans This session reviews the various significant risks associated with DC plans, with a particular focus on the risks that continue to be borne by ...

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    • Authors: C. Genno, Michael Methlie, Jeff Miller
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • Nontradition and Nonqualified Plans- Advanced
    Nontradition and Nonqualified Plans- Advanced This presentation discusses nontraditional and nonqualified plans. It covers cash balance plans, floor plans, nonqualified deferred compensation ...

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    • Authors: Application Administrator, Donald S Grubbs, Mark Wintner
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Plan Design for the Next Decade
    Plan Design for the Next Decade This session at the SOA 1990 Annual Meeting looks at the issues that will affect pension plan design in the future including economic, demographic, regulatory, ...

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    • Authors: Anna M Rappaport, David F Stirling, Larry D Zimpleman, Diana L Murray
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Early Retirement Incentive Programs- Basic
    Early Retirement Incentive Programs- Basic This panel discussion covers early retirement incentive programs, also known as early retirement windows, at an elementary level. The topics discussed ...

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    • Authors: Eric Lofgren, Cynthia M Combe, Howard J Peyser
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Design for Small Plans - U.S.
    Pension Plan Design for Small Plans - U.S. This session was presented at the June 1980 SOA meeting in San Diego. The session outlined principles of pension plan design with emphasis on small ...

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    • Authors: William A Barrett, Patrick Welsh
    • Date: Jun 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
  • Effect Of TRA And OBRA On Benefit Program Design
    Effect Of TRA And OBRA On Benefit Program Design This session discussion is about changes in benefit plan programs as a result of the latest round of law changes, changes affecting ...

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    • Authors: Paul Chow, Robert Gordon Cosway, Charles Dean, Daniel W Sherman
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design