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Converting Defined Contribution Account Balances into Income Streams at Retirement
defined benefit DB plans. This may be true during the accumulation phase, but it is not necessarily so ... understanding of converting their DC account balances into income streams at retirement. From the Record of the ...- Authors: C. Genno, Michael Sze
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Retirement Plan Design
Retirement Plan Design This session discussion is whether defined benefit plans are obsolete, coordination ... and cash balance plans. From Record of the Society of Actuaries Vol. 12, No. 4A. Hybrid pension ...- Authors: Marcia Dush, David A Lorisz, Robert L Pawelko, Richard T Tani, Roger C Siske
- Date: Oct 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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The Latest on Executive Retirement Benefits
The Latest on Executive Retirement Benefits Panelists discuss programs that provide retirement benefits ... benefits for executives in the United States and Canada, including the pros and cons of available financing ...- Authors: Scott Clausen, Douglas B Frederick
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Planning For Future State: Forces for Change in Retirement Security Part II
This presentation is Part II of a two part series arranged by the Society of Actuaries Futurism Section ... Section. Part I discussed the demographic changes, business restructurings, changing social values, and changing ...- Authors: Paul A Gewirtz, Robert W Ryan, Patricia Scahill, Edith Weiner, Mathew Greenwald, Carolyn Grillo
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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Impact of Pension Plan Design on Investment Strategy
Impact of Pension Plan Design on Investment Strategy 1992 SOA Regional Meeting, Chicago. This ... This session was about the impact of pension plan design on investment strategy. The speakers covered a ...- Authors: Carl Hess, Eric Lofgren, Howard A Freiman
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
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Pension Topics For The Non-Pension Actuary
Pension Topics For The Non-Pension Actuary This session discussion is an overview of pension issues and ... and recent developments for the non-pension actuary, TRA 86, regulatory developments, FASB and plan design ...- Authors: Karen Justesen, Stanley C Samples, Deborah Stern, Joan Weiss, Daniel M Matern
- Date: Apr 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design; Public Policy
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Retirement Income Philosophy - Goals And Attainment
Retirement Income Philosophy - Goals And Attainment This session discussion is about setting ... income goals and the ability meet them through various plans. From Record of the Society of Actuaries Vol ...- Authors: Thomas P Bleakney, Jay Rosenberg, Nicholas J M Simmons, Dirk van der Burch, Charles Barry H. Watson
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Managing Employer Risk in Defined Contribution Plans
reviews the various significant risks associated with DC plans, with a particular focus on the risks that ... understanding of the risks that DC plan sponsors carry and the management of such risks. From the Record of the ...- Authors: C. Genno, Michael Methlie, Jeff Miller
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Combining LTC Benefits With Other Products
Combining LTC Benefits With Other Products Discussion of LTC insurance product developments being spurred ... product styles are considered, along with the pros and cons of each. Assumptions;Marketing and distribution;Morbidity ...- Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
- Date: Oct 2001
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
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Social Security Integration Under TRA 1986
This session discussion is about the effect of the Tax Reform Act of 1986 and proposed regulations on ... on Section 401L. From Record of the Society of Actuaries Vol. 15, No. 3A. Internal Revenue Service=IRS;Social ...- Authors: Judith E Latta, Edward W Maroni, Troy Barker
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Public Policy