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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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What is the Added Cost to Permit Unrestricted Election of Optional Forms of Retirement Income?
What is the Added Cost to Permit Unrestricted Election of Optional Forms of Retirement Income? The subject of this paper is the question: What is the added cost to permit unrestricted election ...- Authors: John E Hanson
- Date: Jun 1961
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Transactions of the SOA
- 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
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Actuarial Considerations in Establishing Gradual Retirement Pension Plans
Actuarial Considerations in Establishing Gradual Retirement Pension Plans The abstract for paper Actuarial Consideration in Establishing Gradual Retirement Pension Plans. Phased retirement; ...- Authors: Louis G Doray
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- 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 to save and prepare for retirement. This essay examines the influence family structure has on retirement ...- 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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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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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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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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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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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