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Actuarial and Financial Valuations of Guaranteed Annuity Options
Actuarial and Financial Valuations of Guaranteed Annuity Options Guaranteed Annuity Options GAOs are options available to holders of certain pension policies. This paper studies GAOs using two ...- Authors: SHANGXUE GAO, RUOWEI ZHOU
- Date: Nov 2010
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Plan design
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Gradual Retirement: An Additional Option in Work and Retirement
Gradual Retirement: An Additional Option in Work and Retirement This paper is concerned with the implications of demographic and labor force changes for work and retirement. It discusses the role ...- Authors: Yung-Ping Chen, John C Scott
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Public Pension Plans
Public Pension Plans This panel discussion is about public pension plans including nondiscrimination issues, plan design issues, funding, political considerations, public plans as a source of ...- Authors: Robert Steven Dezube, William Hogan, Rick A Roeder
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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Pension Plan Design for Small Plans - U.S.
Pension Plan Design for Small Plans - U.S. This instructional session occurred at the 1980 SOA Spring Meeting in Minneapolis. The topic was pension plan design for small U.S. pension plans 1-49 ...- Authors: Thomas More Chiappetti, Dennis J Graf
- Date: May 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Professional development; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
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Current Topics: U.S. Pension
Current Topics: U.S. Pension This 1981 discussion session focuses on current U.S. pension topics. Among the current topics are inflation protection for pensioners, converting final pay plans to ...- Authors: Henry Bright, Robin G Holloway, Robert C Kryvicky, A Frederick Rohlfs
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Design For Small Organizations
Pension Plan Design For Small Organizations This presentation reviews the maximum contribution and benefit limitations, coping with top-heavy rules, comparability under Revenue Ruling 81-202 and ...- Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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What’s New in Germany—Understanding CTA and Pensionsfonds
What’s New in Germany—Understanding CTA and Pensionsfonds In this article, the author talks about the pension environment and pension plans in Germany. Accounting standards;Defined benefit ...- Authors: Raimund Rhiel
- Date: Aug 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: International News
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
Legal and Actuarial Considerations in Modifying a Retirement Program Panel provides an analysis of legal and actuarial issues that must be considered when modifying an existing retirement program ...- Authors: Timothy Davenport, Bruce Cadenhead, Stephen G Gorell
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Improving Pension Product Design
Improving Pension Product Design This paper develops a pension product that can be offered in a defined contribution pension scheme as a deferred or immediate life annuity. 6442453312 2/1/2014 ...- Authors: Agnieszka Konicz, John Michael Mulvey
- Date: Feb 2014
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design