Description: This session discussion is about synchronization of crediting rates and investment strategies. What are the mechanisms for achieving coordination? How is the process affected by the insurance market? By the capital market? What is the effect of policy design? From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: This session from the 1984 SOA Toronto Meeting discusses the Valuation Actuary, the changing role and the actuarial opinion. From Record of the Society of Actuaries Vol. 10, No. 4B

Description: This discussion examines non-traditional pension plan terminations, particularly those plans which have a reversion of assets. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: This is the report of the findings from the Retirement Plan Preference Survey.

Description: This report establishes a new basis for mortality assumptions for retirement programs in the United States.

Description: This session from the 1995 SOA Boston Meeting discusses the current economic situation, demographics and insurance market in other countries. The discussion addresses such issues as the changes in laws and regulations, the economic climate, cultural environments, and other factors affecting insurance. From the Record of the Society of Actuaries, Vol. 21, No. 4b.

Description: This presentation, session number 80PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held June 16-18 in Seattle. The panelists discuss the far-reaching, and not fully understood, proposals for fundamentally changing Social Security, including proposals from Congress, private individuals and groups, and by members of the recent Advisory Council on Social Security. They include “privatizing” Social Security, partially or fully, and changing the investment policy to allow trust fund investments in private securities. Discussion from participants is included. From the Record of the Society of Actuaries, Vol. 25, No. 2.

Description: This paper examines the Guaranteed Investment Defined Contribution GIDC plan issues, including its general design, regulatory and nondiscrimination compliance, current liability properties, PBGC premium requirements, interplay between long-term investment guarantees and actual investment choices, and miscellaneous considerations. From Cash Balance Symposium Monograph, M-RS02-3.

Description: The purpose of this endeavor was to undertake a research project on term conversion experience with a particular focus on conversion rates and mortality experience of term to permanent converted policies.

Description: In this session at the SOA 2003 Washington, DC Spring Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar product. The time it takes for tax-deferral benefits to overcome typical penalties levied on early distributions is reviewed. They also discuss the effect of tax deferral on the risk profile of investments.