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Focusing on Measuring Benefits Adequacy: New insights for actuaries
Focusing on Measuring Benefits Adequacy: New insights for actuaries This article provides a summary of issues for actuaries, findings and implications of the Society of Actuaries Study, “Measures ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: May 2013
- Competency: Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Public Policy
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Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition
Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition This paper examines the growing trend toward phased retirement in which workers move slowly into full-time leisure, ...- Authors: Robert Brown
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Optimal Retirement Age
Optimal Retirement Age Abstract paper for Optimal Retirement Age. Defined benefit plans=DB plans;Life expectancy;Retirement 20/20; 7678 11/1/2008 12:00:00 AM ...- Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
- Date: Nov 2008
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Longevity; Pensions & Retirement>Plan design
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Approaches for Promoting Voluntary Annuitization
Approaches for Promoting Voluntary Annuitization This paper talks about shifting from defined benefit to defined contribution plans and the risk involved. Defined benefit plans=DB plans;Defined ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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Cash Balance Plans
Cash Balance Plans This presentation is a panel discussion from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss cash balance pension plans, ...- Authors: Stephen J Gould, William N Kuendig, John F Woyke
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Social Security Integration Under TRA 1986
Social Security Integration Under TRA 1986 This session discussion is about the effect of the Tax Reform Act of 1986 and proposed regulations on Section 401L. From Record of the Society of ...- Authors: Judith E Latta, Edward W Maroni, Troy Barker
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Public Policy
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Employee Benefit Design from a Human Resources Management Perspective
Employee Benefit Design from a Human Resources Management Perspective This session at the SOA 1990 Dallas Spring Meeting discusses the design and implementation of employee benefits from the ...- Authors: Ronnie Susan Thierman, Bruce D Zimmerman, Charles R Christian, William Jenkins, Wayne E Page
- Date: Apr 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Health & Disability>Health insurance; Pensions & Retirement>Plan design
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Pension Plan Design
Pension Plan Design This 1978 discussion session focuses on the impact on pension plan design due to: 1. The 1977 Amendments to the Social Security Act, 2. The Administration's proposal ...- Authors: Paul C Hart, Daryle G Johnson, Michael J Mahoney, Martin Stempel
- Date: Jun 1978
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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QDROs with Fewer Hassles
QDROs with Fewer Hassles This article notes that actuaries can play a crucial role in assisting the couple, the attorney's and the human resources professional in alleviating headaches ...- Authors: Mitchell Serota
- Date: Jun 2001
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design
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Retirement Plans
Retirement Plans This is a discussion about retirement plans and the treasury regulations involved. From Transactions of Society of Actuaries 1963, Vol. 15 Pt. 2 Pension benefits; 1906 1/1/1963 ...- Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
- Date: Jan 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design