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  • Defaults for Distribution of Retirement Assets: What are the Issues?
    Defaults for Distribution of Retirement Assets: What are the Issues? The abstract for a paper that focuses on default distributions and why they are important. Longevity;Pension annuities; ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Plan design
  • Legal and Actuarial Considerations in Modifying a Retirement Program
    Legal and Actuarial Considerations in Modifying a Retirement Program Panel provides an analysis of legal and actuarial issues which must be considered when modifying an existing retirement ...

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    • Authors: William Torrie, Kyle Brown
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Administration
    Pension Plan Administration This session covers Pension actuaries who are becoming more involved in the administration of defined-benefit pension plans. Along with this work comes special ...

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    • Authors: John F Kalnberg, Curtis Morgan, Andrea Luallen Egg
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • Addressing the Financial Risks from Retirement Systems Seminar: Plan Design
    Addressing the Financial Risks from Retirement Systems Seminar: Plan Design This presentation from Session 56 of the SOA June 2005 New Orleans Health/Pension Spring Meeting discusses the risks ...

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    • Authors: Edward E Burrows, C. Genno, Thomas Terry, Alan Parikh
    • Date: Jun 2005
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • Retirement Implications of Demographic and Family Change RIDFC
    Retirement Implications of Demographic and Family Change RIDFC This article summarizes participant responses from the Retirement Implications of Demographic and Family Change project.

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    • Authors: Karen Gentilcore
    • Date: Feb 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Retirement is about More than Money
    Retirement is about More than Money This interview provides information on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement literacy.

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • General
    General This general discussion looks at the results derived from the 15th International Congress of Actuaries and the legislations adopted in Canada and proposed in the U.S. giving favorable tax ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Actuarial and Financial Valuations of Guaranteed Annuity Options
    Actuarial and Financial Valuations of Guaranteed Annuity Options Guaranteed Annuity Options GAOs are options available to holders of certain pension policies. This paper studies GAOs using two ...

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    • Authors: SHANGXUE GAO, RUOWEI ZHOU
    • Date: Nov 2010
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Plan design
  • 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
  • Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts
    Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design