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Pension Plan Surplus: What to Give and How to Give It
Pension Plan Surplus: What to Give and How to Give It When a pension plan surplus reaches a high level, distributing some of it may be desirable. This article proposes a percentile-based ...- Authors: Claire Bilodeau
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Defined benefit plans
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A Personal History of the Defined-Benefit Plan
A Personal History of the Defined-Benefit Plan The author shares the story of his actuarial career and provides insight into the development of retirement today and the past and future of the ...- Authors: Richard Edmund Berger
- Date: Aug 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Public Policy
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Upcoming Changes in Actuarial Standards of Practice
Upcoming Changes in Actuarial Standards of Practice Review of 2018 changes to retirement-related actuarial standards of practice in the US and Canada. Actuarial Standards Board=ASB;Actuarial ...- Authors: Julie Curtis
- Date: Feb 2018
- Competency: Professional Values>Practice expertise
- Publication Name: Retirement Section News
- Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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PPA and 2007 Pension Funding: What in the World Are We Waiting For?
PPA and 2007 Pension Funding: What in the World Are We Waiting For? Article from Pension Section News, May 2007, No. 64, discusses the Pension Protection Act PPA and the related misconceptions.- Authors: Brian C Donohue
- Date: May 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
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PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans Updated metrics for measuring financial stress among multiemployer pension plans in the United States. Defined benefit ...- Authors: Society of Actuaries, Lisa Schilling
- Date: Jan 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Multi-employer plans
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Funded Status Measurements for U.S. Pensions
Funded Status Measurements for U.S. Pensions Understanding U.S. defined-benefit plan annual funding notice definitions and what they are meant to represent is a key to understanding how “healthy” ...- Authors: Zorast Wadia
- Date: May 2013
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: International News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension legislation and regulation
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Summary of Non-Routine Business by Board and Executive Committee, Four Months to October 31st
Summary of Non-Routine Business by Board and Executive Committee, Four Months to October 31st Summary of the non-routine business transacted at meetings of the Executive Committee of the Society ...- Authors: Myles Gray
- Date: Dec 1980
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Professional associations; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans
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Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs
Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs Appendix A presents, in table form, basic DROP design features in 24 different ...- Authors: Society of Actuaries
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans
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Providing Financial Security for Retirees
Providing Financial Security for Retirees This panel discussion session focuses on the financial security of retirees including examining the role of personal savings in meeting the financial ...- Authors: M David R. Brown, Donald S Grubbs, Theodore J Kowalchuk, Charles L. Trowbridge
- Date: Oct 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security