Description: This presentation is an open forum, session 11OF, from the 2004 Spring Meeting of the Society of Actuaries, held May 19-21 in Anaheim, CA. The panelists note that defined benefit [DB] pension actuaries are finding themselves working in new and expanded roles in the new millennium, and discuss the answers to challenging questions raised by working in this environment, such as what additional training is recommended, and what the unique challenges and rewards are. The panelists look at the future with respect to the DB actuary, with respect to less traditional roles in that area as well as opportunities in the area of defined contribution plans. Discussion from participants is included. From the Record of Society of Actuaries, Volume 30, No. 1.

Description: This presentation from Session 34 of the SOA May 2004 Anaheim Spring Meeting discusses retirement plan governance- ERISA and Department of Labor requirements, the actuary’s role in aiding the plan sponsor, and pitfalls along the road to good governance. From the Record of the Society of Actuaries, Volume 30, No. 1.

Description: This presentation is a concurrent session from the joint Society of Actuaries/Casualty Actuarial Society Meeting held April 10-11, 1978 in New York City. The panelists discuss a range of topics dealing with risk classification, including retirement benefit plan design considerations, the implications of the federal equal pay act and federal civil rights act, court decisions, possible effects of extension of age discrimination laws, and use of unisex tables, annuity contracts, the impact on health and disability insurance of pregnancy legislation in court decisions, and handicapped person legislation and regulations. Workmen's Compensation, individual life, and individual property and casualty coverages are also discussed. The panelists ask whether the Society of Actuaries and Casualty Actuarial Society should be doing more research. Discussion from Participants is included. From the Record of Society of Actuaries, Volume 4, No. 1.

Description: This 1978 session looked at the intersection of social and private insurance including: 1. Social insurance involvement in casualty and property coverages 2. Impact of social insurance and individual disability insurance 3. Social insurance impact on private retirement plans in the United States 4. Social insurance impact on private retirement plans and on individual insurance plans in Canada

Description: This 1978 discussion session focuses on pension plans with 10 to 50 lives. It covers the funding vehicles, insurance contracts, and the actuarial and administrative services applicable to such plans.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from the series of focus groups where appropriate to illustrate the findings and addresses factors relating to the management of retirement risks.

Description: Mr. Rallis will discuss trends in the market for risk transfer of defined benefit plans in the US. He will also address implications of increasing longevity.

Description: A common approach to estimating the total amount of savings required to fund retirement is to first apply a generic “replacement rate” to pre-retirement income, such as 80%, to get the desired retirement income need. That need is then assumed to increase annually at the rate of inflation for the duration of retirement, which is generally assumed to be some fixed period, such as 30 years. Using government data along with a fairly simple market and mortality model, we explore these assumptions to more accurately estimate the true cost of retirement

Description: July 2012 of RL Asset Liability Watch

Description: August 2012 issue of (RL) Bond Market Watch