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  • 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
  • What is Required to Improve Retirement Income Security?
    use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • ipi-2016-iss13-kaufhold
    ipi-2016-iss13-kaufhold Drivers for mortality are apparently linked to socio-economic differentials ... groups within society experience such different mortality rates. The author gives examples from occupational ...

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    • Authors: Kai Kaufhold
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: In The Public Interest
    • Topics: Annuities>Product development - Annuities; Demography>Longevity; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Risk management; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    William B. Fornia Most public school teachers in the U.S. are covered by traditional defined benefit (DB) ... account balances to a life annuity, priced with CalSTRS- specific mortality assumptions and (for DC) a ...

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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
  • Increasing Retirement Age: Report of the CIA Task Force
    placement. In addition, recent mortality studies suggest that mortality improvements for in- dividuals ... er-increasing life expectancy of the remaining population. Table 2 of the report, reproduced be- low, shows the ...

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    • Authors: Faisal Siddiqi
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Demography; Public Policy
  • The Actuary Vol 12, No. 7 E&E Development
    flat-rate Old Ag, e Security pen- sions for all over-65's, while fifteen years ago the temperature mounted ... planning for ma- jor revisions is proceeding. s upplementing the brief was a report on existing government ...

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    • Authors: J Alan Lauer
    • Date: Sep 1978
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Funding; Public Policy
  • The Actuary Vol. 10, No. 9 Public Employee Pension Funds
    The Actuary Vol. 10, No. 9 Public Employee Pension Funds This article is a review of the book ... July and Au.gast) by the SOCIETY OF ACTUARIES. 208 S. LaSalle St., Chicago, Illinois, GO604, Robert T.

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    • Authors: Kenneth H Ross
    • Date: Nov 1976
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Public sector plans; Public Policy