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Recent Trends in Retirement Benefits Design
an account manager at Watson Wyatt. Dave has primary responsibilities for Watson and Wyatt's relationship ... seeing health-care costs take off again as they did really before the introduction of managed care, particularly ...- Authors: Mary Hardiman Adams, David W Riddell, Paul J Rusin
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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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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Small Pension Plans
lives. MR. JOSEPH R. MACAULAY: PLAN DESIGN My primary purpose here is to talk about the handling of small ... Within the salary based pension plans there are two primary breakdowns: the career average salary - annually ...- Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Diverse Risks 2016 Call for Essays
54 News Flash: Retirement Takes Over Long-Term Care John Cutler 57 How the American Retirement Savings ... Stop-Loss: Adapting Life Insurance to Meet Long-Term Care Needs Morris Tenenbaum 86 Decisions Misaligned ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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Affordable Retirement Income Through Savings and Annuities
firm to the investment manager as an incentive to direct trading must be credited to the investment fund ... for keeping pace with inflation. TIPS are the primary investment that can achieve this goal with certainty ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Design Of Integrated Retirement Plans
Security System (SSS). The combination of the primary SocialSecurity benefit and the integratedprivate ... all OASDI benefits was deemed to be 162% of the primary insurance amount (PIA),and the employer share of ...- Authors: Robert L Barnes, John P Fixmer, Kim Nicholl, Craig A Olney, Patricia Conger
- Date: Apr 1983
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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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.- 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
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Design Of Integrated Retirement Plans
Recognizing that the age of entitlement to I00_ of the primary insurance amount is going to increase to age 67 ... rates, starting with the rates generated by the primary Social Security benefit. Comparing this curve of ...- 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
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Gradual Retirement: An Additional Option in Work and Retirement
contractor relationship is that the employer cannot direct the manner of performance of the independent contractor ... programs in the first place. Health Care. Access to health care for part-time workers and for employees ...- Authors: Yung-Ping Chen, John C Scott
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Risk Classification
2 The proposed legislation clearly has as its primary goal the availability of coverage to all persons ... surrogate for other factors: diet, housing, medical care, public health service, education, and employment ...- Authors: Charles C Hewitt, Robert J Randall, Jay C Ripps, Ann Wynia
- Date: May 1980
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design; Public Policy