Description: Chapter 5 concludes that the results of the research into the system show that customer retention in the Mexican pension industry is related to specific dimensions of service quality. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: This paper reports on the status of the Welfare Plan Disclosure Acts in states and plans subject to the law. From Transactions of Society of Actuaries 1959, Vol. 11, No. 31.

Description: The purpose of this paper is to examine the status of pensions today in this country, with a few backward glances on how we got here and a little contemplation of whither we may go perhaps, willy-nilly. From Transactions of Society of Actuaries 1949, Vol. 1, No. 1.

Description: Responding to Sandy Mackenzie's "Report", these comments primarily suggest additional disclosures for assessing public pension plan financial health.

Description: Chapter 7 of the Models for Retirement Policy Analysis. This chapter describes the Social Security Administration's system of assumptions and modeling techniques used to project the finances of the Federal Old Age and Survivors Insurance OASI and Disability Insurance DI trust funds.

Description: State and local pension plans provide their stakeholders with a great deal of information. However, that information is typically not presented in a user-friendly way. Summary documents often fail to give their readers a clear and comprehensive picture of a plan's finances. The premise of the SOA Project described in this article is that there is a need for concise summary reviews of a plan's operations. The Project's mandate included the preparation of two sample reviews of two different state systems that might serve as models, but not rigid templates for reviews prepared by plan management. This article describes and compares the two reviews and their accompanying dashboards, and also addresses the Project's broader goals. The article emphasizes that it is not the exact shape or format of a summary review that matters, but how effectively it conveys the current state and prospects of a plan's finances.

Description: A study on modeling for retirement policy analysis. This initial chapter describes the scope of the project with detail on the variety of modeling approaches reviewed.

Description: Chapter 11 from the Models for Retirement Policy Analysis. PIMS is a microsimulation model that produces a distribution of PBGC’s exposure over a defined time interval. This chapter describes the major components of PIMS, the data types in PIMS, the PIMS simulation process, simulation activities, and current output.

Description: Chapter 6 of the Models for Retirement Policy Analysis. This chapter describes DYNACAN, a dynamic microsimulation model developed and maintained in the Office of the Chief Actuary OCA of the Canada Pension Plan. It simulates the basic demographic and economic events relevant for calculation of CPP contributions and benefits. The strengths and limitations of the approach are addressed as well as accessibility and ease of use.