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Employee Benefit Plans - Pension Plans
Employee Benefit Plans - Pension Plans This discussion examines rates for group annuities and ... field with respect to the equity annuity and the cost-of-living annuity. From Transactions of Society of ...- Authors: Leslie R Martin, Meyer Melnikoff, D'Alton S Bill Rudd, William Henry Schmidt, Harry E Blagden, Blackburn H Hazlehurst, Ray M Peterson, Kenneth H Ross, Frederick P Sloat, C Manton Eddy, Edward Douglas Brown
- Date: Nov 1959
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Plan design
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Changing Patterns of Retirement Seminar: Phased and Partial Retirement
*Copyright © 2001, Society of Actuaries Note: The chart(s) referred to in the text can be found at the end of ... were only about 600,000 people in the U.S. over 85. By 2000 it was 4.3 million. When those of us who ...- Authors: Kathleen A FitzPatrick, John F Kalnberg
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Discussion of Subjects of Special Interest
we no longer offer to discount premiums for mortality where the annual premium is less than a minimum ... the feature is found at all, other than in the J&S option after retirement, which I am not counting ...- Authors: Laurence E Coward, William A Halvorson, Howard H Hennington, Robert Earl Larson, Andrew Usherwood Lyburn, Isaac Rosenberg, B Russell Thomas, Robert C Tookey, Christopher H Wain, Dorrance C. Bronson, Alan A. Groth, Stuart J Kingston
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
Appendix I: Payout Arrangement Combining Longevity Annuity with SWP and Longevity Bridge ................ ... converted to a lifetime annuity using a standardized set of market priced annuity values,2 and an investment ...- Authors: Rowland Davis
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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A Proposed Method of Valuing Variable Benefit Retirement Plans
in the plan. It is possible also to shift the mortality risk from the guarantor to the participants by ... VARIABLE BENEFIT RET IREMENT PLANS 513 reflect the mortality experience of the group. Except for very large ...- 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
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Life Agents' Retirement Plans under New York State Expense Limitations
at retirement as a single premium, using a mortality table and rates of interest fixed at the time the ... of deferred paid-up annuity at retirement, using a speci- fied mortality table and rate of interest ...- Authors: Peter M. Tompa
- Date: Apr 1956
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Public Policy
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Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition
Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition This paper examines the growing trend toward phased retirement ... Phased retirement;Retirement planning; 8808 1/1/2000 12:00:00 AM ...- Authors: Robert Brown
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
_________________________________ *Copyright © 2000, Society of Actuaries †Mr. Gorell, not a member ... with some legal issues. He will go beyond just the U.S. DB area. Then Tim will follow with some big-picture ...- Authors: Timothy Davenport, Bruce Cadenhead, Stephen G Gorell
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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The Changing Look of Retirement Plans
have been good because they all were in these annuity plans. In the late 1990s, even in the small-plan ... repealed and it's a good thing. Coming up in the year 2000, the combined limits on the 415(e) are supposedly ...- Authors: Robert J Barry, William Torrie, David Yackel
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Recent Trends in Retirement Benefits Design
Recent Trends in Retirement Benefits Design Panelists discuss recent changes in the design of retirement benefits programs. Topics include ... pension plans=Public pension plans; 18031 10/1/2000 12:00:00 AM ...- Authors: Mary Hardiman Adams, David W Riddell, Paul J Rusin
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design