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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • 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
  • Group Developments in the 1980's - Various Perspectives
    Group Developments in the 1980's - Various Perspectives This is a panel discussion session on the developments in the group insurance market in the 1980s including designing benefit plans ...

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    • Authors: Michael J Gulotta, Robert A Hall, Stanley L Olds, Carson Beadle
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Pensions & Retirement>Plan design
  • Retirement Age Issues, Trends And Assumptions
    Retirement Age Issues, Trends And Assumptions This meeting session, which occurred at the April 1982 Society of Actuaries meeting in Orlando, presented a panel discussion that focused on ...

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    • Authors: Edward I Farb, Stephen Goss, John C Hickey, Thomas M Malloy
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
  • 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
  • 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
  • Gradual Retirement: An Additional Option in Work and Retirement
    Gradual Retirement: An Additional Option in Work and Retirement This paper is concerned with the implications of demographic and labor force changes for work and retirement. It discusses the role ...

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    • Authors: Yung-Ping Chen, John C Scott
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • A Proposed Method of Valuing Variable Benefit Retirement Plans
    A Proposed Method of Valuing Variable Benefit Retirement Plans In this paper the authors present a proposed solution to some difficult problems which have plagued those who have designed variable ...

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    • Authors: Chandler L McKelvey, Franklin C Smith
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design
  • Retirement Plans for Self-Employed
    Retirement Plans for Self-Employed This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in ...

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    • Authors: Society of Actuaries
    • Date: Oct 1957
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy