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  • A Personal History of the Defined-Benefit Plan
    A Personal History of the Defined-Benefit Plan The author shares the story of his actuarial career and ... provides insight into the development of retirement today and the past and future of the pension actuary.

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    • Authors: Richard Edmund Berger
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers ... than with DB. Detailed data from CalSTRS support the opposite. Defined benefit plans=DB plans;Defined ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • The Manhart Case
    The Manhart Case Background of the Manhart case on sex discrimination in pension rates, summary of the ... the brief prepared for the case by an SOA task force, and text of a letter submitted to the court by ...

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    • Authors: Donald S Grubbs, Application Administrator
    • Date: May 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Observations on our Observations
    value of assets; Pension plan assets; Pension valuation By Joseph J. Silvestri Following the release ... release of our first Rapid Retirement Research report, The Rising Tide of Pension Contributions, the SOA decided ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • Full Funding Whiplash
    Full Funding Whiplash Discussion of the ways the volatility of the full funding limitation can be used ... consulting opportunity. Discussion of smoothing cash flow in the current regulatory environment and cash-flow ...

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    • Authors: Kathleen A FitzPatrick, Donald S Grubbs, Matthew Sloan, Helen I Mildenhall, David Jakes, David E Ready
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • ERISA - Current Developments
    Developments From the Record 1977 Vol. 3, No. 4, this presentation is from a concurrent session at the Society ... Society of Actuaries 1977 Annual Meeting, held in Boston October 24-26. In addressing current developments with ...

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    • Authors: David R Kass, Joseph P Macaulay, Marc M Twinney, Susan J Kilrain
    • Date: Dec 1977
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy