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  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    evaluation (QE) framework that will facilitate the direct comparison of one proposal to another proposal ... accumulation and payout components. Since the primary goal of this framework is to facilitate comparisons ...

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    • 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
  • Pension Plans in an Inflationary Environment
    the ability of the formula approach to provide a direct and predictable rela- tionship between anticipated ... retirement plans in relation to inflation is our primary consideration; sponsors will maintain defined benefit ...

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    • Authors: Jeff Furnish
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Current Pension Fund Issues
    to the value of those unfunded benefits. The primary actuarial consideration in evaluating such a proposal ... themselves out of business due to loss of their primary customers. 2. If the turbine engine changes the ...

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    • Authors: James A Attwood, Laurence E Coward, Howard Young, JOHN H MILLER
    • Date: Oct 1965
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
  • Planning For Future State: Forces for Change in Retirement Security Part II
    planned to fund the kind of at-home care and ultimately nursing home care she was going to need. My mother ... for whatever need, whether that be child care, dependent care, starting their own business, going back ...

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    • 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
  • Future of Retirement Income Plans
    powerful and have been able to provide a great deal of direct influence on the provisions of retirement income ... answer. That is, how are we going to provide medical care for older Americans? We have a Medicare system that ...

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    • Authors: Thomas P Bleakney, M David R. Brown, F Jay Lingo, William Smith
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Current Topics: Canadian Pension
    fundamental questions such as: i. Who has the primary responsibility for ensuring adequate pensions? ... unlikely that any kind of a pension system would take care of them no matter what you do with it in design ...

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    • Authors: J Wells Bentley, Shiraz Y. M. Bharmal, Peter C Hirst, Richard T Miles
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Nontradition and Nonqualified Plans- Advanced
    floor plan. The profit sharing plan remains the primary retirement vehicle. But the floor plan formula ... Therefore, it's generally not possible to let employees direct the investment of their accounts. What about death ...

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    • Authors: Application Administrator, Donald S Grubbs, Mark Wintner
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • General
    to get something for nothing should not be the primary motive in the marketing of life insur- ance. ... each prospect, there would not be many who would care to take a gamble on the bank loan plan. Rather ...

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    • Authors: Society of Actuaries, Bertram N Pike, Joseph C Sibigtroth, JAMES TIMOTHY PHILLIPS, Charles G. Groeschell, Louis Levinson, E M McConney, William J November, Henry F Rood, Dennis N Warters, Elgin G Fassel, Manuel R. Cueto, Frederic P Chapman, Donald M Ellis
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Plan design
  • Chapter 4: Actuarial Issues
    software should be coded require extra attention. Care needs to be taken when employee contributions stop ... employee contributions are discontinued). · One direct way of handling this under a spread gain funding ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
  • Portability of Pensions: Worldwide Experience
    from the salary structure in the old plan that a direct equivalence doesn't work. I suppose the ultimate ... for crediting the years of service, I don't really care where the money comes from. MR. WATSON: You can ...

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    • Authors: Robert M Katz, Raymond E Sharp, Charles Barry H. Watson
    • Date: Apr 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design