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  • Does An Actuarial Bias Lead To Equity Investment?
    transparency, encourages equity holdings. The primary cause of opacity is pension actuarial science, ... is disguised by the present system but it is a direct implication of transparent accounting and arbitrage ...

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    • Authors: Jeremy Gold, Ethan Kra, Zvi Bodie
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • GICS and Other Insurance Company Products - Are They Still Alive?
    Variable assets are those that involve some more very direct participation in the capital market volatility ... Dimensions .= PartidpatingIndexed _ _-_---_ J I (Direct Rxed Tmdmon_n_t / _- . _. Product- / BankBalance ...

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    • Authors: Joseph J Buff, Daryle G Johnson, Judith Markland
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Unisex - An Update
    characteristics, a similar expectation of loss. What is the primary actuarial reason for opposition? In voluntary insurance ... tell the other person why they, not you, should care. You have to identify the "right stuff". Instead ...

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    • Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement
  • Whither The Society's Pension Syllabus?
    interest, and then take a three-hour exam on the primary subjects in that area. Candidates are asked to ... comparable things are going on in Canada. In Part 9-P, Primary, you consider problems of the consulting actuary ...

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    • Authors: Curtis E Huntington, Michael Jarnes
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Integration Of Pension Plans - Where Are We Headed?
    of total benefits was estimated as 150% of the primary old age benefit. The total value placed on social ... formula of 80% of total earnings less 100% of the Primary Insurance Amount does a pretty good job at all ...

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    • Authors: Vincent Amoroso, Donald S Grubbs, Carol W Proffer, Elaine Worden
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Pension Plan Administration
    benefit calculations, but the client would take care of everything else. There are more than three options ... clients’ address changes, tax selection changes, and direct deposit changes occurring throughout the year.

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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
  • ERISA
    of their comments and testimony. However, their primary concern was with the implementation of the proposed ... covered participants pay for the coverage with a direct additional employee contribution during the period ...

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    • Authors: Stanley R Freilich, Joseph A LaVigne, Guy Shannon, Leslie Shapiro
    • Date: Oct 1976
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Panel Discussion - H.R. 10
    that, though, it seems to me that it would have primary appeal only in a limited number of cases (a much ... thirteen companies had direct-purchase plans only; one company had both trustee and direct-purchase plans; ...

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    • Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
  • Individual Retirement Accounts
    to find the best way to do the job right to take care of both retirement and the immediate needs of the ... new money rates, the existing contractholders can direct their employers or plan trustees to rollover the ...

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    • Authors: Harold G Ingraham, George A Mitchell, Bruce E Nickerson, Christopher H Wain
    • Date: Jan 1976
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • The Future Of Defined Benefit Pension Plans
    activity which non-actuaries often perceive to be the primary function of the actuary -- to predict the future ... until this time, the nonworking elderly were taken care of primarily by the family unit or local charity ...

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    • Authors: Jeremy Gold, David W Kempken, James S Rubie, Steven R Rusher, Geoffrey N Calvert
    • Date: May 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement