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A Proposed Method of Valuing Variable Benefit Retirement Plans
A Proposed Method of Valuing Variable Benefit Retirement Plans In this paper the authors present a proposed solution to some difficult problems which have plagued those who have designed variable ...- 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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Retirement Plans for Self-Employed
Retirement Plans for Self-Employed This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in ...- Authors: Society of Actuaries
- Date: Oct 1957
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
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Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved
Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved This paper first discusses the history of the legislation of ...- Authors: Edward H Friend, Robert J Myers, Frances E. Holberton
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Technology & Applications>Computer science
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Life Agents' Retirement Plans under New York State Expense Limitations
Life Agents' Retirement Plans under New York State Expense Limitations This paper is from the Transactions of Society of Actuaries 1956 Volume 8, Number 20. It was presented at the 1956 ...- 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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Annuities Versus Tontines in the 21st Century
Annuities Versus Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market ...- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Changing Patterns of Retirement Seminar: Phased and Partial Retirement
Changing Patterns of Retirement Seminar: Phased and Partial Retirement Oncoming demographic shifts, as well as economic trends, are forcing changes in the way people think about retirement. Many ...- 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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Optimal Retirement Age
Optimal Retirement Age Abstract paper for Optimal Retirement Age. Defined benefit plans=DB plans;Life expectancy;Retirement 20/20; 7678 11/1/2008 12:00:00 AM ...- Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
- Date: Nov 2008
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Longevity; Pensions & Retirement>Plan design
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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 in which workers move slowly into full-time leisure, ...- Authors: Robert Brown
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Retirement Plans
Retirement Plans This is a discussion about retirement plans and the treasury regulations involved. From Transactions of Society of Actuaries 1963, Vol. 15 Pt. 2 Pension benefits; 1906 1/1/1963 ...- Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
- Date: Jan 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Social Security Integration Under TRA 1986
Social Security Integration Under TRA 1986 This session discussion is about the effect of the Tax Reform Act of 1986 and proposed regulations on Section 401L. From Record of the Society of ...- 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