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Megatrends Impacting the Future of Retirement Plans
long-term care needs, particularly for Alzheimer’s and dementia patients. The number of memory loss patients ... can have devastating implications for the retiree’s financial well-being. The effect on the environment ...- Authors: Esther W Peterson
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Message From the IRS
the sponsoring organizations, is Director, Employee s, Technical and Actuarial Division at the Internal ... as a way for taxpayers to put their facts on the table and because we are talking facts and circumstances ...- Authors: James E Holland, Ethan Kra, Martin Slate
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Session 192: Ethics for the Retirement Actuary
follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... Communication shall, as appropriate, identify the Principal(s) for whom the Actuarial Communication is issued and ...- Authors: Marcus Robertson, Scott McManus, John Deinum
- Date: Mar 2020
- Competency: Professional Values
- Topics: Actuarial Profession; Actuarial Profession>Ethics; Pensions & Retirement; Pensions & Retirement>Corporate plans
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Digest of Discussion at Concurrent Sessions
membership of the Academy A rebuttal to Sam Turner 's comments comes from Mr. H. E. Curry, who says: ... follows: I suggest that the analogy with the C.P.A.'s has been carried too far. I do not know the origin ...- Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
- Date: Jan 1974
- Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
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Impact of ERISA on Other Than Pensions
Panelists: VINCENT W. DONNELLY, WILLIAM A. FEENEY, BUCKNER S. MORRIS i. Washington developments. Up-to-the-minute ... asking that he provide us with the name(s) of the individual(s) within his company who had such need and ...- Authors: Richard J Mellman
- Date: Oct 1975
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Group plans - Life Insurance; Pensions & Retirement
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Optimizing Retirement Income Fast Facts
income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Women Take the Wheel - Destination Retirement
Women Take the Wheel - Destination Retirement Presentation give to the ASEC about women and retirement. ... 100 150 200 250 1 6 11 16 21 26 Year V a l u e 2% 3% Women Take the Wheel: Destination Retirement ...- Authors: Cynthia Levering
- Date: Jan 2019
- Topics: Pensions & Retirement
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Recent Rulings and Regulations Update - Late-Breaking Developments
pension plans, defined-benefit (DB) plans, and the annuity starting date, which is the "as of" date and not ... new definition of compensation under Section 414(s). The Service is currently thinking about establishing ...- Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Gen X Women: The Time Is Now To Embrace Health Savings Accounts
expectancy for a woman in the U.S. is 81 years versus 76 years for U.S. men. “A key issue for women ... partner of Chequers Financial Management Inc. in the U.S. She can be reached at megan@thewealthintersection ...- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: International News
- Topics: Pensions & Retirement
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Current Developments In Pensions: Canada
the publicity given to the retireesof the 50's and 60's whose plightis severedue to the lack of Cana ... OntarioSelectCommitteeon Pensions(early 1982), and - B.C.'s report, 'Developing a Pension Policy for the Future' ...- Authors: John M Christie, Geoffrey Horrocks, L Jacques Pelletier, Bruce Rollick
- Date: May 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement