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  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) plans; Financial ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Canadian Reinsurance Conference 2016 ReDefining Leadership
    Canadian Reinsurance Conference 2016 ReDefining Leadership 2016 marks the 60th anniversary of the Canadian Reinsurance Conference. This one day industry meeting hosting delegates from North ...

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    • Authors: Francois Lemieux
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Long-term Care>Medical expenses; Pensions & Retirement>Assumptions and methods; Public Policy; Reinsurance>Health reinsurance; Reinsurance>Life reinsurance; Reinsurance>Long-term care reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance; Technology & Applications>Analytics and informatics
  • Retirement Implications of Housing Wealth and Spending
    Retirement Implications of Housing Wealth and Spending This paper explores comparative trends in home ownership versus renters, the associated levels of housing expenditures, and the extent of ...

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    • Authors: Zenaida Samaniego
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Author’s Response to Comments by Faisal Siddiqi
    Author’s Response to Comments by Faisal Siddiqi This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • The 1977 Social Security Amendments And The Young Worker - An Illustrative Comparison With The Situation Under The 1972 Act
    The 1977 Social Security Amendments And The Young Worker - An Illustrative Comparison With The Situation Under The 1972 Act A comparison of Social Security benefits, for a hypothetical new ...

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    • Authors: A M Niessen
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Public sector plans; Public Policy; Social Insurance>Social Security
  • Employer Costs for Employee Compensation – December 2013
    Employer Costs for Employee Compensation – December 2013 This is a summary of the employer costs for pension plans published by the U.S. Department of Labor’s Bureau of Labor Statistics (BLS) as ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • The Right Target for Pension Funding
    The Right Target for Pension Funding Discussion of the merits of solvency versus going concern funding targets for pension plans, and the connection with different risk-sharing deals. Defined ...

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    • Authors: Douglas Chandler
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension finance
  • 2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care
    2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care This article summarizes the presentations by the Society of Actuaries and the Academy ...

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    • Authors: John Cutler
    • Date: Apr 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Health & Disability>Public financing - Health & Disability; Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Modeling & Statistical Methods>Dynamic simulation models; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy; Public Policy; Social Insurance>Medicaid; Social Insurance>Medicare
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security