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  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
  • Future of Society, The Economy, and Pensions
    Future of Society, The Economy, and Pensions This article was presented at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries and ...

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    • Authors: Donald P Campbell, Carl R Ohman, Dennis M Polisner, Charles Barry H. Watson
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography; Economics>Macroeconomics; Pensions & Retirement>Funding; Public Policy
  • 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 ...

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    • 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
  • Ripe for Retirement: How and When Will People Retire in the Future?
    Ripe for Retirement: How and When Will People Retire in the Future? This article focuses on retirement decisions, phased retirement and related policy issues, calling for actuaries to take on ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Financing The U.S. Military Retirement System
    Financing The U.S. Military Retirement System The Actuary Vol. 22, No. 1. This article discusses the impact of a change in procedure in the financing of the US Military Retirement System. The ...

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    • Authors: A Haeworth Robertson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Public Policy
  • Chapter 6 - DYNACAN: Canadian Microsimulation Model for Public Pension Analysis
    Chapter 6 - DYNACAN: Canadian Microsimulation Model for Public Pension Analysis Chapter 6 of the Models for Retirement Policy Analysis. This chapter describes DYNACAN, a dynamic microsimulation ...

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    • Authors: Society of Actuaries, Joseph M Anderson
    • Date: Sep 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 1: The Backdrop
    Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 1: The Backdrop Chapter 1 describes important changes in Mexico in the 1990s such as ...

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    • Authors: Tapen Sinha
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Public Policy
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
  • Interviews with Anna Rappaport and Tim Driver
    Interviews with Anna Rappaport and Tim Driver An Interview with John Cutler and An Enhanced Social Security Annuity Retirement ages;Phased retirement;Retirement policy;Defined benefit ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy