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  • Retirement Plans -Miscellanous
    meetings of the Society of Actuaries- in Philadelphia and Kansas City concerning 1. the types of options ... options that are provided for retirement under pension plans, the extent to which profit sharing plans are ...

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    • Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Employers Should Consider a Single Plan Document
    combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary ... salary deferrals funded by the employees Defined benefit plans=DB plans;Defined contribution plans=DC ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Income Philosophy - Goals And Attainment
    Retirement Income Philosophy - Goals And Attainment This session discussion is about setting ... income goals and the ability meet them through various plans. From Record of the Society of Actuaries Vol ...

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    • Authors: Thomas P Bleakney, Jay Rosenberg, Nicholas J M Simmons, Dirk van der Burch, Charles Barry H. Watson
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Innovative Benefit Designs Charts
    Charts Slides from a discussion at the SOA 2000 Las Vegas Spring Meeting of innovative and flexible pension ... retirement option plans [DROP]. Ideas from around the world are discussed. Defined benefit plans=DB plans;Defined ...

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    • Authors: Charles Chittenden
    • Date: May 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • The Changing Retirement Landscape
    The Changing Retirement Landscape The authors present the myriad of issues affecting an individuals ... phased retirement programs in this evolving area of human resources management. Phased retirement;Retirement ...

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    • Authors: Anna M Rappaport, Robert L Clark
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Legal and Actuarial Considerations in Modifying a Retirement Program
    a Retirement Program Panel provides an analysis of legal and actuarial issues which must be considered ... program, including the new hybrid plan designs. From the Record of the Society of Actuaries, Vol.

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    • Authors: William Torrie, Kyle Brown
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Good Research Reads
    Good Research Reads Recently completed research projects from the Society of Actuaries. Retirement ... projects from the Society of Actuaries. Retirement plans;Payment reforms=Health care payment reforms ...

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    • Date: Mar 2016
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management; Modeling & Statistical Methods; Pensions & Retirement>Plan design
  • Retirement Age Issues, Trends And Assumptions
    This meeting session, which occurred at the April 1982 Society of Actuaries meeting in Orlando, presented ... assumptions related to pension plans. Also a discussion of factors that affect early retirement elections Assumptions;Defined ...

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    • Authors: Edward I Farb, Stephen Goss, John C Hickey, Thomas M Malloy
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report ... and Home Equity This report provides a framework of analyses and methods that can be use to compare and ...

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    • 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
  • Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known Others?
    Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen ... Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known ...

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    • Authors: Linda Brothers
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy