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 ... Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible ...

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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
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
     pressures are challenging the ability  of the U.S. retirement system to deliver the standard of li ... c pressures is challenging the ability  of the U.S. retirement system to deliver the standard of li ...

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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
    Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting ... minimum vesting standards, joint and survivor annuity benefits, maximum limitations, special problems ...

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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
  • Diverse Risks 2016 Call for Essays
    Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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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
  • Tax Considerations in a Mandatory Universal Pension System
    Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations ...  pressures are challenging the ability  of the U.S. retirement system to deliver the standard of li ...

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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