Description: Panel discussion session examining individual retirement account competition including products offered by banks, stock brokerage firms,mutual fund companies, and insurers. Discussion of market share of each type of financial institution in the IRA market.

Description: 1992 SOA Regional Meeting, Chicago. This session covered cash-balance plans and age-weighted profit-sharing plans, which were the hottest products in 1992 in the pension arena. Areas covered included their primary attractions, legal concerns, and funding issues.

Description: This session from the 1976 SOA Winter Meeting is about individual retirement accounts: Product and Marketing, Taxation, Reporting and Disclosure, and Roll-overs.

Description: This presentation discusses Pension benefits as an asset from the plan participant's point of view: degree of risk to the participant in meeting retirement income objectives, impact of legislative changes, Financial Accounting Standards, Board FASB reporting requirements, plan termination liabilities and other factors on the relative roles of defined benefit and defined contribution plans, trends in plan design, investment choices in defined contribution plans, implications with Social Security, Employee Retirement Income Security Act ERISA, 401k plans. From Record of the Society of Actuaries Vol. 10, No. 3.

Description: This document is a summary of a presentation made at the 1975 SOA annual meeting discussing current and future trends with regard to: a Population and mortality, b Family structure, c Forms and role of government, d Economic forces including the saving process, productivity, and inflation., and e Public attitudes. The impact of these items on savings vs protection, individual versus pension, public versus private, pension product design, marketing and distribution and investment policy is discussed.

Description: This document is a summary of a session which was presented at the 1975 SOA Annual meeting. It includes discussions on the following topics: Effects of ERISA on valuation methods, discussion of Claude Y. Paquin's paper A Review of Actuarial Cost Methods for Defined Benefit Pension Plans, funding standard account, asset valuation and allocations, plan mergers, a discussion of Josiah M. Lynch's paper A Practical Approach to Gains Analysis, information related to Individual policy pension trusts.

Description: This session is about GICS and other insurance company products that are used by private pension plans.

Description: Discussion of the laws and regulations of the IRS, Department of Labor, and PBGC with regard to pension plans that are in effect but often overlooked by practitioners.

Description: This session discussion will review rulings, regulations and announcements which have been issued in the last year. This is intended to be an overview and not a detailed analysis. Focus is on pension plans.

Description: This presentation covers Coping with the Federal Deficit related legislation, Unisex and Pension Equity and Surplus Plan Terminations. Record of the Society of Actuaries Vol. 10, No. 2.