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  • Fitting UK and US Mortality Projection Models to Each Other’s Data
    produce high-quality outputs and take considerable care to ensure that the analysis in this paper is accurate ... for the content or use of this document. Whilst care has been taken during the development of the document ...

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    • Authors: Jon Palin
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Pensions & Retirement
  • Not Gone But Forgotten
    you have that definition, there needs to be some care in designing the factors that are used to convert ... SMITH: What are we trying to approve? Why do we care about this? What is this letting us do? MR. SEGAL: ...

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    • Authors: Donald Segal, Susan M Smith, Abbey L Keppler
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Individual Tax Qualified Products
    Individual Tax Qualified Products This panel discussion looks at individual tax qualified products. ... with everything up front, it is hard to avoid direct comparison, there are some conelderations which ...

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    • Authors: Dwight K Bartlett, Kenneth T Clark, FREDERICK J THOMPSON, Wilson H Scott
    • Date: May 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Annuities>Pricing - Annuities; Pensions & Retirement
  • Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
    Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of ... where the policyholder or the plan sponsor has the direct ownership of the assets supporting their investment ...

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    • Authors: Gregory Alan Bishop, Paul Zeisler, Kevin A Ceurvorst, Philip J Suess, Sharon Novickas
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Nondiscrimination Issues - Basic
    Nondiscrimination Issues - Basic This presentation is a panel discussion from the 1991 Meeting ... met. You can't pass a safe harbor if you have a primary insurance amount offset plan. Many plans either ...

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    • Authors: Stephen A Alpert, Lawrence J Sher, Michael I Wiesner
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Asset/Liability Projections and Cash Flow Analysis
    Asset/Liability Projections and Cash Flow Analysis This is a panel discussion focused on asset/liability ... the cost of manufacturing his products, then great care should be taken to make sure the assumptions are ...

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    • Authors: David F Howe, William Napoli, Peter A Rattee
    • Date: May 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Modeling & Statistical Methods; Pensions & Retirement
  • Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
    Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 ... insurance, one of the matters that needed to be taken care of after 30 years or so was an up-dating of the ...

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    • Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Single Life vs. Joint and Survivor Pension Payout Options–Report
    issue in detail.) Because most married adults care about their spouses’ welfare, and federal law requires ... in the absence of legal inducements because they care about the well-being of their wives, although ...

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    • Authors: Richard A Johnson, Cori Uccello, Joshua H Goldwyn
    • Date: Aug 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Benefit at Risk in Lifetime Pension Pools
    potentially rising at advanced ages due to long-term care needs that are not covered under Canada’s universal ... short term and for budgeting purposes, members care most about shortfalls relative to the current level ...

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    • Authors: Jean-Francois Begin , Barbara Sanders
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Nonqualified-Plan Issues
    exempt. Let's assume you've decided that you don't care. You're going to pay it all out in a lump or whatever ... you'll have a taxable event." He said, "1don't care if I have a taxable event. I want to have an event ...

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    • Authors: Donald Segal, P Garth Gartrell, James D Naida
    • Date: Apr 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement