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  • Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement
    Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement This paper discusses the role of gradual retirement ...

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    • Authors: Yung-Ping (Bing) Chen, John C Scott
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design
  • Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans?
    Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans? This paper considers the question of how the adjustment mechanisms described for the Swedish and ...

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    • Authors: Application Administrator
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design
  • New Retirement Plan Designs for the 21st Century
    New Retirement Plan Designs for the 21st Century This paper talks about the risks of defined benefit and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension plans;Retirement ...

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    • Authors: Beverly Orth, William R Hallmark
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • 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
  • 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
  • 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
  • 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
  • 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