Description: HI Trust Fund: Actuarial Methodology and Principal Assumptions from Pension Section News, October 2000, Issue No. 44.

Description: This article is an excerpt taken from, Status of the Social Security and Medicare Programs: A Summary of the 2004 Annual Reports - A Message to the Public. From the Social Security and Medicare Boards of Trustees. From Pension Section News, September 2004, Issue No. 56.

Description: One of the significant changes for Baby Boomers approaching retirement has been the increased responsibility placed on individuals to make more decisions and take additional personal responsibility for their retirement planning. At the 2008 Society of Actuaries Annual Meeting, the authors presented a session focused on key decisions that individuals must make as they plan for retirement. This article summarizes the presentation at that session from two perspectives: that of an actuary, and that of a financial planner/wealth manager.

Description: Study Note Corner from Pension Section News, June 2000, Issue No. 43.

Description: HI Trust Fund: Actuarial Methodology and Principal Assumptions from Pension Section News, October 1999, Issue No. 41.

Description: On June 26, 2007, the U.S. Conference Board sponsored a webcast on phased retirement. There were several interesting aspects of the webcast and ensuing discussion including: 1. Polling results, 2. Case studies about how employers have implied phased retirement programs, including examples of how employees are moved from job to job as they entered phased retirement, and 3. Participation by a number of employers indicating their interest in the topic. This article focuses on the first two of these three elements.

Description: Marcus highlights the council’s activities during the 2009-2010 council year, and gives a well deserved thanks to the SOA staff and the members of the council and its teams for their support and hard work toward a very productive year.

Description: Preview of 2017 retirement arena given US administration changes

Description: Planning for retirement in North America has become much more challenging as the defined benefit system has declined. We must take more responsibility for ourselves. As we plan, many societal forces affect us. Both men and women are disadvantaged because Americans in particular are not very good savers. While pension plans and Social Security, or CPP/QPP/OAS in Canada, generally use the same formulas for men and women, often the results are different. This article focuses on the challenges women face in retirement.

Description: Summary of 2000 IRC, PBGC, Federal Income Tax, Social Security, and Medicare Amounts by Heidi R. Dexter from Pension Section News, June 2000, Issue No. 43.