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

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  • Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known Others?
    Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen ... Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known ...

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    • Authors: Linda Brothers
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Diverse Risks 2016 Call for Essays
    Essays April 2016 2 Prize Winners First Prize The “Feel Free” Retirement Spending Strategy R. Evan ... Krzysztof Ostaszewski Third Prize Thinking About the Future of Retirement Anna M. Rappaport Longevity Insurance ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
    2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal ... universal pension system MUPS which would be a system of fully portable IRA accounts piggy-backed on to existing ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Tax Considerations in a Mandatory Universal Pension System
    Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations ... in a Mandatory Universal Pension System The abstract for the paper Tax Considerations in a Mandatory ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Plan Design Under ERISA
    presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public ... Public Practice and Society of Actuaries. It addresses the following issues: Participation requirements, minimum ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy