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  • Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition
    Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition This paper examines the growing trend toward phased retirement in which workers move slowly into full-time leisure, ...

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    • Authors: Robert Brown
    • Date: Jan 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Optimal Retirement Age
    Optimal Retirement Age Abstract paper for Optimal Retirement Age. Defined benefit plans=DB plans;Life expectancy;Retirement 20/20; 7678 11/1/2008 12:00:00 AM ...

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    • Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Pensions & Retirement>Plan design
  • Integration of Private Pension Plans with Social Security
    Integration of Private Pension Plans with Social Security Since the Internal Revenue Service updated its rules for integration of qualified pension plans [Revenue Ruling 71-446] nearly ten years ...

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    • Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • New CPP Enhancements Fast Facts
    New CPP Enhancements Fast Facts Fact sheet describing the report, "New CPP Enhancements: What do they mean for Canadian workers and seniors? Canadian Pension Plan;Retirement ...

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    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • A Tale of Two Pension Plans Fast Facts
    A Tale of Two Pension Plans Fast Facts Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective. pension plan risk, pension ...

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    • Authors: Society of Actuaries
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • Market Consistent Valuation and Funding of Cash Balance Pensions
    Market Consistent Valuation and Funding of Cash Balance Pensions In this paper, the authors have analyzed the Cash Balance pension and contributions using the methods and principles of financial ...

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    • Authors: Xintong ZHU, David Morris Saunders, Mary Hardy
    • Date: Dec 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Financial economics; Pensions & Retirement>Plan design
  • Are Pension Plans Meeting Anyone's Needs?
    Are Pension Plans Meeting Anyone's Needs? This panel has an open discussion on whether pension plans are meeting anyone's needs. They specifically discuss what the needs are, who ...

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    • Authors: Preston C Bassett, Andrea Feshbach, Paul H Jackson, A Haeworth Robertson
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • European Regulation Of Pension Plans
    European Regulation Of Pension Plans Article from The Actuary, October 1971 – volume 5 - Issue 8 is a review of report prepared by Frank M. Kleiler for the United States Department of Labor on ...

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    • Authors: John Dyer
    • Date: Oct 1971
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Global Perspectives; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Social Insurance
  • Retirement Income Philosophy - Goals And Attainment
    Retirement Income Philosophy - Goals And Attainment This session discussion is about setting retirement income goals and the ability meet them through various plans. From Record of the Society ...

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    • Authors: Thomas P Bleakney, Jay Rosenberg, Nicholas J M Simmons, Dirk van der Burch, Charles Barry H. Watson
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose?
    Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose? This article presents the findings of an Urban Institute study sponsored by the Pension Section and ...

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    • Authors: Richard W Johnson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks