Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

Refine your search
31 - 40 of 72 results (0.34 seconds)
Sort By:
  • An Interview with Blaine Aiken
    An Interview with Blaine Aiken Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the ...

    View Description

    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session discussion was a primer on hybird pension plans, in particular cash balance plans and age weighted profit sharing ...

    View Description

    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck
    Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Book review of Steve Vernon’s Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Defined ...

    View Description

    • Authors: Anna M Rappaport
    • Date: Feb 2013
    • Competency: Communication>Written communication
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
  • The Actuarial Profession in the News
    The Actuarial Profession in the News Highlights of recent media contributions by actuaries. ;; Defined contribution plans=DC plans=401(k) plans; Retirement income; Retirement planning; Phased ...

    View Description

    • Authors: Society of Actuaries
    • Date: Feb 2013
    • Competency: Communication>Persuasive communication
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Enhancing the Security of Defined Contribution Plans
    Enhancing the Security of Defined Contribution Plans This paper discusses some key challenges of embedding guarantees in DC plans, including setting an appropriate guarantee level, designing ...

    View Description

    • Authors: Kailan Shang, Hua Su
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • 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 ...

    View Description

    • 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
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

    View Description

    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • 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 = ...

    View Description

    • 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
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

    View Description

    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
    Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement The project goals are: • Illustrate an analytical framework using ...

    View Description

    • Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
    • Date: Nov 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans