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Pensions - Current Developments
for mutual funds offering the same without the mortality guarantee. The third approach is for even stricter ... position, and suggests special guarantees or annuity purchases for vested portions of a plan, in distinction ...- Authors: G Ashley Cooper, Dan McGill, D'Alton S Bill Rudd, Geoffrey N Calvert, John Dyer, Ray M Peterson, Dorrance C. Bronson, Samuel N Ain, Clark T Foster
- Date: Jan 1961
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Pension Plan Design
Primary Insurance Amount (PIA) is fixed at 41.6%. Table 1 shows a comparison of this amount with other possible ... national average wage increases at 6% per annum. TABLE 1 COMPARATIVE FUTURE PROGRESSION OF SOME ALTERNATIVE ...- Authors: Preston C Bassett, Henry Bright, M David R. Brown, Gilbert V I Fitzhugh
- Date: May 1978
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, ... These strategies typically involve modifying a plan’s investment strategy to remove a significant portion ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Social Security benefits, before purchasing an annuity or investing in bonds. When middle-income retirees ... Social Security benefits, they might have all the “annuity” income they need, particularly if they reduce ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Pension Plan Design For Small Organizations
ORGANIZATIONS Moderator: DONALD J. SEGAL Panelists: PHILIP S. HILL* BRIAN J. MATTSON ARTHUR H. TEPFER Recorder: ... techniques to maximize tax deferrals MR. PHILIP S. HILL: No one can be efficient in small plan design ...- Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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How Family Dynamics Influence Retirement Security
How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay ...- Authors: Gregory A Ward
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Design and Mechanics of Pension Plans
retirement adjustment? 2. The equity annuity? 3. The cost-of-living annuity or approximations thereto? B ... Fitzhugh, TSA, XVIII, 117-24, especially 118 and 121. s James L. Clare, Canadian In4titute of Actuaries Reports ...- Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Phased Retirement
Society of Actuaries Note: The chart(s) referred to in the text can be found at the end of ... done in 1999 and 2000, when this was very much front of mind. The events of 2000, 2001 and 2002, from ...- Authors: John F Kalnberg, Valerie A Paganelli
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Plan Design Issues: The Employer Perspective
_____________________________ *Copyright © 2000, Society of Actuaries †Mr. Habegger, not a member of ... plan, we’d probably think about a plan that pays annuity benefits. The employer controls the investments ...- Authors: R Inglis, Gary L Habegger, David Jakes
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Designing an International Pension Program for Mobile Employees
found itself in this position in the early 1990’s. Employees with anticipated shortfalls in their retirement ... documented and analyzed. The sample contained 45 U.S. citizens working in other countries and 24 other ...- Authors: Lisa Larsen
- Date: Jan 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: The Pension Forum
- Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Plan design