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  • Catalogue and Survey on Embedded Options Report
    may be influenced by economic phenomena (the primary three phenomena considered in this paper being ... more so as a second order effect as opposed to a primary order effect, i.e. there are other, non-economic ...

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    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement
  • The Financial Reporter
    secondary guarantee (ULSG) products. This is a direct result of New York’s rejection of the Actuarial ... mates of fulfillment cash flows for an underlying direct insurance contract that are recognized immediately ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • The 'Pension Max' Election: An Investigation of the Structural and Economic Differences Between the 100% Contingent Annuity Pension Benefit Option and the Straight Life Benefit Option Used in Conjunction with Pension Max
    health, or the current eco- nomic environment. In direct contrast, the insurance amount, F, which is purchased ... may be taxable. The first issue is easily taken care of. Life insurance proceeds are exempt from income ...

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    • Authors: Klaus Shigley
    • Date: Oct 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement
  • Current IRA United States and RRSP Canada Developments
    and investment experience often have a far more direct bearing. But by focus- ing solely on the portion ... some traps which need to be avoided. Particular care must be taken to avoid employer involvement -- or ...

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    • Authors: Herb N Beiles, William H Bowman, Gary G Graham, Bruce E Nickerson, Gary N See
    • Date: Jun 1976
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Executives Need Pensions Too!
    So that’s now taken over as, in many cases, the primary limitation of the pension benefits. Given those ... that are really looking to the business to take care of the difficulties that they have on the limits ...

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    • Authors: William B Fornia, Stephen C Kinsky
    • Date: Jun 1996
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Small Plan Design and Funding Issues
    in the 401(k) plan. Then for the partners, the primary plan, or what we call the mandatory plan, is a ... plan for, and I'm going to stick to it, and I don't care what the IRS 679 OPEN FORUM says, and I'll ...

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    • Authors: Bob J Bolin, Steven Bryson, Elaine M Wiant, Gary G Short
    • Date: Apr 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Session 5B: What Is Different for Post-retirement ?
    expected return on assets, cost of living, health care costs. The problem with this right now, as you probably ... used to be saving. Health care costs: The last time that health care costs kept pace with inflation ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography>Longevity; Pensions & Retirement
  • Factors Affecting Retirement Mortality - FARM - Phase II
    security to the individual extends to health care and long-term care. With smaller families, less government ... out solutions to their own health care and potential long-term care needs. But again, an understanding ...

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    • Authors: Victor Modugno
    • Date: Jun 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement
  • Retirement 20/20: The Amazing Transformation Of Ret I. Rement
    in 1986 about the U.S. health care debate titled America’s Health Care Revolution: Who Lives, Who ... and who decides.” The title, at least for health care, does get at the heart of how the system manages ...

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    • Authors: Emily Kessler, Andrew Peterson
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • Retirement Software: Eats Dots, Avoid Ghosts
    Retirement Software: Eats Dots, Avoid Ghosts This article discusses the shortfalls present in most ... entitled to, and at the same time they do not direct users to the Social Security admin- istration ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement; Technology & Applications>Software