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Session 162: Technology and the Impact to Retirement Consumers in the Future
Protection of wealth • Taxes • Inflation • Health care costs • Household budgeting Investment assets ... surprise events Extraordinary health care expenses, custodial-care expenses, and unexpected, large, mandatory ...- Authors: Gregory A Ward, Nathan Christopher Zahm
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
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Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
This is a game that many of us pension types didn't care about, but it turns out that we're players in it ... have a defined contribution plan where people can direct their investments, they've put some of them into ...- Authors: James A Kenney, Richard Schreitmueller, Melissa Kahn, Angela J Arnett
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Mergers and Acquisitions
been with that union in the past, he might not much care, and just let the union handle its own problems ... requirements. Personally I have found that more direct and yet informal contact with our clients' actuaries ...- Authors: Robin G Holloway, William J McDonnell, Joseph R Zatto, Shaun F O'Malley
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Digest of Discussion at Concurrent Sessions
an individual or individuals with whom he has a direct or indirect financial or organizational relationship ... D438 DISCUSSION- -CONCURRENT SESSIONS The primary purpose of this act is to protect plan participants ...- Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
- Date: Jan 1974
- Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
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Recent Rulings and Regulations Update - Late-Breaking Developments
doesn't apply until 1993, and so there could be a primary insurance amount (PIA)-offset plan for the earlieryears ... bargaining, or whatever have you, that funding will take care of itself. It's one way the PBGC could have addressed ...- Authors: Dale B Grant, Adrien R LaBombarde, David C Lindeman
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Session 124: Private Pension Mortality Study
and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...- Authors: David Driscoll, Timothy Geddes, Patrick Nolan
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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Retirement Counseling - A Valuable Employee Benefit
demographic changes. You're dealing with insurance, life care communities, and other approaches trying to solve ... as a forum to encourage prudent preventive health care practices. We can start educating people in their ...- Authors: William E Coffey, Carol S Humple, Peter Neuwirth
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Developments in Federal Regulation of Pension Investments
spend, or directthe use of pensionmonies,or to direct them for politically or socially "correct" ends ... Other kinds of social investing would include direct investing. Oftentimes unions will directly or indirectly ...- Authors: Rick A Roeder, David N Heap, David C Ganz
- Date: Apr 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Housing in Retirement Round Table Transcript
continuing care retirement communities, which are a bundle that solves the problem of long term care, housing ... that becomes the reality. CCR’s, continued care retirement committees, haven't really been successful ...- Authors: Society of Actuaries, Anna M Rappaport
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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National Health Reform and Pension Reform: Can It Happen and Can Congress Get It Right?
the first question. It seems to me that the health care dilemma is an unsolvable problem because of all ... Gordon, you said you didn't think any major health care reform would pass, but you mentioned a bipartisan ...- Authors: Barnet N Berin, Michael S Gordon
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy; Public Policy