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  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
  • Employers Should Consider a Single Plan Document
    Employers Should Consider a Single Plan Document An “eligible combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary deferrals funded by ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Upcoming Changes in Actuarial Standards of Practice
    Upcoming Changes in Actuarial Standards of Practice Review of 2018 changes to retirement-related actuarial standards of practice in the US and Canada. Actuarial Standards Board=ASB;Actuarial ...

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    • Authors: Julie Curtis
    • Date: Feb 2018
    • Competency: Professional Values>Practice expertise
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • What Retirement Plan Features Do Employees Really Want?
    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • PPA and 2007 Pension Funding: What in the World Are We Waiting For?
    PPA and 2007 Pension Funding: What in the World Are We Waiting For? Article from Pension Section News, May 2007, No. 64, discusses the Pension Protection Act PPA and the related misconceptions.

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    • Authors: Brian C Donohue
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
    PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans Updated metrics for measuring financial stress among multiemployer pension plans in the United States. Defined benefit ...

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    • Authors: Society of Actuaries, Lisa Schilling
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Multi-employer plans
  • Maximum Benefit Limitations
    Maximum Benefit Limitations Presenters examine the difficulty in determining, under current regulations, the maximum benefits payable from defined-benefit pension plans. From the Record of the ...

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    • Authors: Roscoe Haynes, Victor A Kamat
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans
  • Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs
    Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs Appendix A presents, in table form, basic DROP design features in 24 different ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • Providing Financial Security for Retirees
    Providing Financial Security for Retirees This panel discussion session focuses on the financial security of retirees including examining the role of personal savings in meeting the financial ...

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    • Authors: M David R. Brown, Donald S Grubbs, Theodore J Kowalchuk, Charles L. Trowbridge
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security
  • U.S. Social Security Issues
    U.S. Social Security Issues This meeting session, which occurred at the April 1982 Society of Actuaries meeting in Orlando, presented a discussion of U.S. Social Security issues. Questions ...

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    • Authors: Harry C Ballantyne, Barnet N Berin, Robert J Myers, James R Swenson
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security