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  • Inequalities in Retirement Security: Unique Challenges for African American Households
    Inequalities in Retirement Security: Unique Challenges for African American Households The Society ... aged population." Soc. Sec. Bull. 77 . Dewees, S., and G. Mottola. 2017. "Race and financial capability ...

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    • Authors: Cliff Robb , J. Michael Collins
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Recent Ruling and Regulations Update - Late-Breaking Developments
    (a)(4), 401 (a)(17), 401 (I), 410(b), 414(r), and 414(s). The effective date for compliancewith these sectionsis ... nsation is defined under regulationSection 1.414(s)-1 (d)(3). Anyway, collectivelythese are known as ...

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    • Authors: Joan Weiss, Martha Priddy Patterson
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Voluntary Compliance Resolution and Closing Agreement Program
    program and the walk-in CAP and also the program that' s recently come out for the 403 (b) plans. Let me ... determination letter and opinion letter (so that' s one reason to go into the walk-in CAP rather than ...

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    • Authors: Judith E Latta, Karen Field
    • Date: Jun 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Retirement Software: Eats Dots, Avoid Ghosts
    Retirement Software: Eats Dots, Avoid Ghosts This article discusses the shortfalls present in most ... Reference Sondergeld, Eric T.; Chamerda, Robert S.; Drinkwatter, Matthew; and Landsberg, Daniel G ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement; Technology & Applications>Software
  • Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant Family Caregivers
    Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant ... force in order to care for our elderly loved one(s), we need help in understanding the impact such a ...

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    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Exploring Financial Fragility Across Generations, Race and Ethnicity
    Exploring Financial Fragility Across Generations, Race and Ethnicity This is the third report ... retirement; actuarial innovation and technology; mortality and longevity; diversity, equity and inclusion; ...

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    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Small Plan Issues
    this comment, but we might as well get it on the table. I think the defined-benefrt plans are fairly dead ... alone how to interpret it on the other side of the table. I hope the repeal of Section 89 followed by the ...

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    • Authors: Gerald Dominic Facciani, Robert D Lebenson, William Wilson
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
  • Session 2B: Building Portfolios for Retirement
    Session 2B: Building Portfolios for Retirement Learn industry best practices including challenges faced by ... Change in Market Pr of it/ Lo ss o f H ed ge S tr at eg y (% Po rt fo lio ) THESE RESULTS ...

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    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Pensions & Retirement; Environment
  • Asset/Liability Projections and Cash Flow Analysis
    Asset/Liability Projections and Cash Flow Analysis This is a panel discussion focused ... pensions on a fairly regular basis. Since the mid-1960's, the unfunded liabilities of these plans have increased ...

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    • Authors: David F Howe, William Napoli, Peter A Rattee
    • Date: May 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Modeling & Statistical Methods; Pensions & Retirement
  • Eligibility, Coverage And Participation Rules Under TRA 86
    Eligibility, Coverage And Participation Rules Under TRA 86 This session discussion is about ... products. One company, Company A, is in the northeast U.S. and is involved in computer software design, and ...

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    • Authors: Edward L Barad, John Bartel, Carol D Gold, Evelyn A Petschek
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy