Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Safest Annuity Rule - A Study Sponsored by the Committee on Retirement Systems Research of the Society of Actuaries
    Sponsored by the Committee on Retirement Systems Research of the Society of Actuaries The failure of a few ... large life insurers in the early 1990's led to public concern about the safety of annuities purchased ...

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    • Authors: David R Brady, Thomas Edwalds, Lindsay Malkiewich, Zenaida Samaniego, Richard Schreitmueller, William J Sohn, Henry N Winslow
    • Date: Jan 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities
  • Limited Period Early Retirement Incentive Programs
    Retirement Incentive Programs This session from the 1983 SOA Hollwood, Florida Meeting discusses early ... parachutes. It reviews the purpose of these programs, the window period, the benefits, advantages and ...

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    • Authors: Lambert R Butzen, Richard Fulljames, Charles C Habliston, Myron Hochheiser, William J Sohn
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • When is a Pension Plan Adequately Funded?
    When is a Pension Plan Adequately Funded? This article ... addresses the matter of adequacy in funding from first principles, without regard to the layers of regulation ...

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    • Authors: William J Sohn
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Funding
  • A First Step - New Tax Law Gives Defined Benefit Plans A Glimmer Of Hope
    A First Step - New Tax Law Gives Defined Benefit Plans A Glimmer Of Hope This article discusses ... New Tax Law Gives Defined Benefit Plans A Glimmer Of Hope This article discusses how a new tax law in ...

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    • Authors: William J Sohn
    • Date: Jan 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans
  • Different Views on Funding Adequacy
    Pension Key words: Funding of Pension Plans, Valuation of Assets, Valuation of Liabilities Moderator: MARILYN ... how can it best be achieved? Without considering the current regulatory constraints, what would an appropriate ...

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    • Authors: Christopher M Bone, Richard Daskais, Malcolm P Hamilton, Marilyn Miller Oliver, William J Sohn, Stephen Lee
    • Date: Jun 1996
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding