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Defined Benefit Risk-Phase 1 Fast Facts
Defined Benefit Risk-Phase 1 Fast Facts This Fast Facts document summarizes the Phase 2 Report ... asset allocation development from a static to a dynamic process o Risk Measurement – addresses the “how ...- Authors: Society of Actuaries
- Date: Mar 2023
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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Primer on Retirement Income Strategy Design and Evaluation
......................... 24 2.1.5 A Note on Dynamic Strategies ................................... ... risk exposures. Section 2.1.5 briefly introduces dynamic strategies. 21 Government mandates ...- Authors: William Lim, Adam Butt, Geoff Warren, William Lim
- Date: Jan 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Why Glide Paths Should Evolve
Calculations References Bellman, R.E. (1957), Dynamic Programming, Dover. Ibbotson, R., Milevsky, M. ... Samuelson, P., (1969). Lifetime portfolio selection by dynamic stochastic programming, The Review of Economics ...- Authors: Dimitry D Mindlin
- Date: Jun 2022
- Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
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Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty
MODEL UNCERTAINTY In this section, we apply the dynamic programming principle to solve the max-mix problem ... the optimal consumption derived above, then the dynamic of the optimal consumption 𝑐∗ evolves as ...- Authors: Zhengming Li, Yang Shen , Jian xi Su
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Late-in-Life Decisions Guide
Late-in-Life Decisions Guide The Aging and Retirement Strategic Research Program is pleased ... a local support network. Aging encompasses a dynamic spectrum of issues. Therefore, one cannot successfully ...- Authors: Society of Actuaries
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Appendix 1: Actuarial Administration
Appendix 1: Actuarial Administration Appendix to report, Variable Uninsured (Value) Life ... annuity and other actuarial factors to enable the dynamic actuarial factors that depend on wealth or income ...- Authors: William Price, R Inglis
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Predictive Analytics: A Primer for Pension Actuaries
variables. Reinforcement learning is related to dynamic decision-making. It requires trial and error to ... Institute Also being able to model on the fly, in a dynamic way can really allow decision makers to gain intuition ...- Authors: David M Cantor, Kailan Shang
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retirement Savings and Resilience: A Comparison of Hispanic/Latinos' and Non-Hispanic/Latinos' Responses to Retirement Insecurity
explanation of causality can encompass multidirectional, dynamic interplays of ethos, social relations, practices ... institutions, which can contribute to multidirectional, dynamic interplays of causal influences in particular contexts ...- Authors: Karen Richman , Joelle Saad-Lessler
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection
explanation of causality can encompass multidirectional, dynamic interplays of ethos, social relations, practices ... institutions, which can contribute to multidirectional, dynamic interplays of causal influences in particular contexts ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Understanding the Low Interest Rate Environment on Retirement Security in the United States - Appendix
Understanding the Low Interest Rate Environment on Retirement Security in the United States ... the latest investment solutions—ranging from dynamic asset allocation strategies to liability hedging—to ...- Authors: Yimeng Yin, Donald Boyd
- Date: Jun 2021
- Topics: Pensions & Retirement
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Understanding the Impact of Low Interest Rate Environment on Retirement Security in the United States
Understanding the Impact of Low Interest Rate Environment on Retirement Security in the United ... changes differ across population subgroups using a dynamic theoretical life-cycle model calibrated to U ...- Authors: Yimeng Yin, Donald Boyd
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Reimagining the Retirement Transition Journey: How Employees and Employers Are Enhancing Traditional Paradigms
preferences 2. Employer Business Intelligence (BI): Dynamic BI for insurance leaders illustrating rapid cost-benefit ... set of circumstances. To bridge the gap, more dynamic, personalized intelligence dashboards that offer ...- Authors: Varun Balutia
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Working and the Retirement Journey Essay Collection
preferences 2. Employer Business Intelligence (BI): Dynamic BI for insurance leaders illustrating rapid cost-benefit ... set of circumstances. To bridge the gap, more dynamic, personalized intelligence dashboards that offer ...- Authors: Society of Actuaries
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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The CPP Take-Up Decision: Risks and Opportunities
cashflow and savings. It was comprehensive dynamic microsimulation modeling of Canadians with varying ... illustrates this risk by employing a longitudinal dynamic individual microsimulation model that incorporates ...- Authors: Bonnie-Jeanne MacDonald
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
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Spotlight on Retirement: Brazil (English)
Spotlight on Retirement: Brazil (English) Retirement market study of Brazil in English Retirement ... achieve higher returns, a distinct — and more dynamic — investment approach is essential for private-pension ...- Authors: Hernan Poblete Miranda
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Global Perspectives; Pensions & Retirement
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Retirement Section News, February 2020, Issue 100
Retirement Section News, February 2020, Issue 100 Read the February 2020 issue of Retirement Section ... the newsletter from a technical resource to the dynamic content of recent issues covering a variety of ...- Authors: Society of Actuaries
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Session 162: Technology and the Impact to Retirement Consumers in the Future
Session 162: Technology and the Impact to Retirement Consumers in the Future Technology ... Retirement planning is one of the more complex and dynamic aspects of personal financial planning. A periodic ...- Authors: Gregory A Ward, Nathan Christopher Zahm
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension ... factors to its proprietary models. Due to the dynamic nature of factors affecting markets, there is no ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Session 027: Managing Risk for Underfunded Pension Plan
Session 027: Managing Risk for Underfunded Pension Plan Legislative changes and the economic ... understand and manage pension risk and volatility. Dynamic asset allocation glidepaths reduce risk as plans ...- Authors: Kathleen Brolly, Christopher Wittemann, Chad Keuneke
- Date: Jan 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Risk management
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A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
pension plans; and Devolder and Lebegue (2017) used dynamic risk measures. Some literature has compared the ... of the techniques they have discussed include dynamic asset allocation (Liang and Ma 2015) and automatic ...- Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
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Settling Pension Liabilities: An Interview With Matthew Bond
Matthew Bond (MB): In 2012, the risk transfer market dynamic changed suddenly. Groundbreaking transactions ... downside risk and retain their plans. I think this dynamic has changed; so many plan sponsors may terminate ...- Authors: Patrick Ring
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Retirement Section News, September 2019, Issue 99
Matthew Bond (MB): In 2012, the risk transfer market dynamic changed suddenly. Groundbreaking transactions ... downside risk and retain their plans. I think this dynamic has changed; so many plan sponsors may terminate ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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A Report on 40 In-Depth Interviews in the US and Canada with Adult Children of Recently Deceased Parents
ones did. Often the caregiving relationship dynamic was not really understood until the parent’s health ... variable in the success of caring for parents was the dynamic among the children. Caring for a parent enhanced ...- Authors: Mathew Greenwald & Associates
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program ... Retirement planning is one of the more complex and dynamic aspects of personal financial planning. A periodic ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Managing the Impact of Long-Term Care Fast Facts
Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the ... Features o Home Equity and At‐Need Annuities—A Dynamic Long‐Term Care Funding Duo o Can Long Term Care ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Session 2B: Building Portfolios for Retirement
Session 2B: Building Portfolios for Retirement Learn industry best practices including challenges ... realised volatility of the portfolio due to the dynamic strike methodology keeping the protection relevant ...- Date: Jul 2019
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Pensions & Retirement; Environment
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Liability-Driven Investment
inflation and unemployment rate. Examples include the dynamic stochastic general equilibrium (DSGE) models ... Determination of plan contributions is key to the dynamic projection of plan assets and liabilities. Insurance ...- Authors: Kailan Shang
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Funding of Public Sector Pension Plans
participant in the plan. This contribution margin is dynamic in nature. It is to be determined at each valuation ... balance mechanism, as well as the provision of a dynamic funding margin to limit downside risk. Finally ...- Authors: Chun-Ming Ma
- Date: Jun 2018
- Topics: Pensions & Retirement
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A Middle Ground for Public Plans
A Middle ... specified target level. The idea is that this dynamic support 5 mechanism can help limit the ... Plan w/ contr. rate: --- 10 Plan, with a dynamic variable contribution targeted specifically to ...- Authors: Rowland Davis
- Date: Jun 2018
- Topics: Pensions & Retirement
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Session 5B: What Is Different for Post-retirement ?
withdraw, [you can be] looking at things like dynamic withdrawal strategies, tax-optimizing your accounts ... take this much money, or I use this kind of dynamic withdrawal strategy, how likely is it that I’m ...- Authors: Society of Actuaries
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography>Longevity; Pensions & Retirement
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Forewords by the 2017 Outgoing and Incoming Committee Chairs
Forewords by the 2017 Outgoing and Incoming Committee Chairs Overview/Foreword by the 2017 Symposium ... the transcripts is the appreciation for what a dynamic and enriching venue the symposium is. The hidden ...- Authors: Timothy Harris, Jean-Marc Fix
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Topics: Demography; Pensions & Retirement
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2017 Financial Wellness Essay Collection
options cleverly • Step forward from the rule Dynamic Maintenance Mode • Introduce automatic rebalancing ... status quo bias by doing nothing. In the face of dynamic changes in our life and in the market, making ...- Authors: Society of Actuaries
- Date: Apr 2017
- Topics: Pensions & Retirement
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Pension Product Pricing and Longevity Risk Management
Pension Product Pricing and Longevity Risk Management Mr. Rallis will discuss trends in the market for ... • Industry tables a typical starting point • Dynamic projection anticipates future improvements ...- Authors: Andrew D Rallis
- Date: Sep 2016
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement
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Mortality Improvement Scale BB Q&A
Mortality Improvement Scale BB Q&A The Q&A’s contain additional background ... Report. RPEC’s intention is for this to be a dynamic document that could be expanded to address additional ...- Authors: Society of Actuaries
- Date: Sep 2012
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Experience Studies & Data>Mortality; Pensions & Retirement
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A View From the SOA Staff Fellow for Retirement
A View From the SOA Staff Fellow for Retirement Kevin Binder, chair of the Pension Section Research ... ruin. This section of the paper also discusses dynamic micro simulation modeling that has been developed ...- Authors: Andrew Peterson
- Date: Oct 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods
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Moving Beyond the Limitations of Traditional Replacement Rates
Canadians. This section employs a state-of-the-art dynamic population microsimulation model developed by ... large amounts of data through large-scale, complex dynamic microsimulation modeling (see Section D.2).- Authors: Society of Actuaries, Bonnie-Jeanne MacDonald, Application Administrator
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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Catalogue and Survey on Embedded Options Report
options they mirror, are characterized by the dynamic of "asymmetry". "Asymmetry" in the context of this ... by the participant, etc.). As a result of this dynamic, the first option exhibits a much different risk ...- Date: Aug 2011
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement
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Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings
time. The topic of drawdown is, consequently, dynamic and poses an ongoing challenge to researchers, ... year to equal the remaining wealth divided by a dynamic withdrawal-period parameter, such as: i. the ...- Authors: Robert Brown, Bruce Jones, Mary Hardy, Bonnie-Jeanne MacDonald, TODD RICHARD MORRISON
- Date: Jun 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Appendices A and B - Longevity Risk Quantification and Management: A Review of Relevant literature
protection are presented. Title: "Static and Dynamic Valuation of Guaranteed Minimum Withdrawal Benefits ... passively in utilizing the guarantee. Then, for the dynamic approach, it is assumed that individuals seek to ...- Authors: Society of Actuaries
- Date: Jun 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Cera Op-Ed: Managing Systemic Risk in Retirement Systems
Cera Op-Ed: Managing Systemic Risk in Retirement Systems In this inaugural, rotating-author ... retirement education programs could incorporate dynamic modeling of employees' retirement income, taking ...- Authors: Minaz Lalani
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement
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Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Summary This research report analyzed the effects ... Pre-retirees’ annuity intentions are more dynamic than retirees’ intentions; their purchase intentions ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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A review of the 2008 Future of Life-Cycle Savings & Investing Conference
A review of the 2008 Future of Life-Cycle Savings & Investing Conference ... retirement is concerned. The speakers were three very dynamic women with very different ideas about phased retirement ...- Authors: Anne Button
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement
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The Retirement Shares Plan - A Breakthrough in Retirement Plan Design
The Retirement Shares Plan - A Breakthrough in Retirement Plan Design This paper describes the features ... eases (sometimes referred to as a “soft” or “dynamic” freeze). A prospective‐only conversion ...- Authors: Donald Fuerst, Paul V Strella, Thomas C Cliffel
- Date: May 2006
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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2006 Re-Envisioning Retirement in the 21st Century Symposium: Globalizing Work and Retirement in the 21st Century
tiable, etc. All such functions constitute a dynamic system or a flow in mathematics. If we have 2 ... cess. The time‐independent solution of such a dynamic system is called an equilibrium. Please see A ...- Authors: Chiu-Cheng Chang
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Global Perspectives; Pensions & Retirement; Social Insurance
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Retirement Implications of Demographic and Family Change Symposium Monograph: Overview
Retirement Implications of Demographic and Family Change Symposium Monograph: Overview ... presented by Chiu–Cheng Chang, who believes that a Dynamic Social Security System (DSSS) featuring individual ...- Authors: Neela Ranade
- Date: Jun 2002
- Competency: Communication>Oral communication; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement; Public Policy
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RIDFC Symposium – Structure and Broad Systems Design
and accountability. My model is called the Dynamic Social Security System (DSSS). The membership is ... proper stewardship of funds will be critical. The dynamic social security system that Professor Chang has ...- Authors: Application Administrator, Chiu-Cheng Chang, Judy Feldman Anderson, Neela Ranade, Tapen Sinha, Aliya Wong
- Date: Jun 2002
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Social Insurance
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Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement
Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement This ... saying that there was some dynamic that was propping them up. The dynamic was that more and more of the ...- Authors: John F Kalnberg, Anna M Rappaport, Robert L Clark
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Behavioral economics; Pensions & Retirement
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Databases Useful for Retirement Analysis
Databases Useful for Retirement Analysis Appendix B to SOA Research Report: Models for Retirement ... units in which they reside. It emphasizes the dynamic aspects of economic and demographic behavior, but ...- Authors: Society of Actuaries
- Date: Apr 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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The Upsides, downsides To Individual Social Security Accounts
The Upsides, downsides To Individual Social Security Accounts This article presents a summary ... for moving to a DC approach as allowing a more dynamic adjustment of the system, the percep- tion by workers ...- Authors: Society of Actuaries
- Date: Sep 1999
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Global Perspectives; Pensions & Retirement; Social Insurance>Social Security
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Paygo Vs. Individual Accounts: Two Views
Paygo Vs. Individual Accounts: Two Views This overview of the pros and cons of individual ... for moving to a DC approach as allowing a more dynamic adjustment of the system, the percep- tion by workers ...- Authors: Society of Actuaries, Peter Ferrara, Robert Brown
- Date: Sep 1999
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement; Social Insurance
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A Paper to Note: The Vital Connection, an ERIC Publication
A Paper to Note: The Vital Connection, an ERIC Publication A Paper to Note The Vital Connection, ... adequate retirement income; support employers’ dynamic needs of employers; and encourage capital formation ...- Authors: Application Administrator
- Date: Feb 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement; Social Insurance>Social Security
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Life Insurance Firms in the Retirement Market: Is the News All Bad?
However, the decidedly upward drift conceals a dynamic shift in the makeup of this sector. As Table 3 ... reserves of annuity contracts and shows a similar dynamic. Assets and reserves in 1980 were $140.42 billion ...- Authors: PAUL HOFFMAN, Anthony M Santomero
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
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Glossary of Modeling Terms
Terms described in this appendix include: Aging dynamic and static, Behavioral response first and second-round ... analysis including gainers and losers tables, Dynamic model, Filing unit, Imputation including hot deck ...- Authors: Society of Actuaries
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Planning For Future State: Forces for Change in Retirement Security Part I
Planning For Future State: Forces for Change in Retirement Security Part I This presentation ... considered to be one of the most outstanding and dynamic futurists in the country. MS. EDITH WEINER: Let's ...- Authors: Robert W Ryan, Edith Weiner
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Plan Design: 1990s and into the 21st Century
Plan Design: 1990s and into the 21st Century 1992 SOA Annual Meeting, Washington, D.C. This ... the same long-term employer contribution. The dynamic there is that as soon as you convert to cash balance ...- Authors: Janice P Bricker, Paule Desaulniers, Edwin Hustead, Harlan M Weller
- Date: Oct 1992
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance ... money into GIC investments involves a broader dynamic than just credit. There are other things happening ...- Authors: Gregory Alan Bishop, Paul Zeisler, Kevin A Ceurvorst, Philip J Suess, Sharon Novickas
- Date: May 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Focus 2000: Outlook for Employee Benefits
very little insurance, and so there's another dynamic going on. They may be moving into the work force ... care is important, but it doesn't have the same dynamic that it did before. The other thing that I'm seeing ...- Authors: Donald P Harrington, W Paul McCrossan, C S Kit Moore, Anna M Rappaport, Carol Lockhart
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability; Pensions & Retirement
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Terminal Funding
Terminal Funding This paper is a practical guide to the terminal funding annuity product. Actuarial ... ANALYS1S The minimum statutory reserves under the dynamic valuation law are based upon Moody's Corporate ...- Authors: Victor Modugno
- Date: Oct 1986
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement
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An Overview Of Pension Issues And Recent Developments For The Non-Pension Actuary
given up the upside risk. Another strategy is dynamic asset allocation. This involves continually changing ... that high return for a few months. This is a dynamic strategy; it's a strategy to do when that rate ...- Authors: John Foley, David M Lipkin, Gretchen A Flatto, Ronald M Tagoff, Joel S Feingold
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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The Impact Of Socio-Economic Changes On Employee Benefits
The Impact Of Socio-Economic Changes On Employee Benefits Presented at April 1985 Spring Meeting. ... static basis of sixty-five but rather on a more dynamic or flexible basis so that the largest part of the ...- Authors: Thomas E Cain, Raymond E Pinczkowski, William E Hembree, Lily Chao
- Date: Apr 1985
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Immunization And Dedicated Portfolios For Pension Funds
" It is a floating kind of assumption. It is a dynamic kind of assumption that has to change every year ... inadequacy of our assumptions to deal with the kind of dynamic economic situations that we find ourselves in.- Authors: Rowland Davis, William A Farquhar, Andrew F Shewan, T Thomas Simester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Projected Annuity/Pension Mortality
Commissioners Annuity Reserve Method is certainly a dynamic subject. Whatever answers or conclusions that we ... NAIC became concerned with the passing of the dynamic valuation law. As Jay was saying, much of the interest ...- Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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Government and Pension Reports
Government and Pension Reports This is a panel discussion on government and pension reports. ... nature, they may risk excluding in the future more dynamic and effective approaches. Instead, he prefers to ...- Authors: Herb N Beiles, Chester D Clark, David A Short, Frederick Thompson
- Date: Apr 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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A Financial Model For Retirement Income Planning
A Financial Model For Retirement Income Planning The subject of this paper is a financial ... financially secure retirement income. The model is dynamic and stochastic, operates in nominal and real terms ...- Authors: Christoph Haehling von Lanzenauer
- Date: Jan 1981
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Actuarial Research Clearing House
- Topics: Modeling & Statistical Methods>Dynamic simulation models; Pensions & Retirement
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Retirement Income Security in Canada
Retirement Income Security in Canada This meeting session presentation and discussion occurred at the 1980 ... figures that you look at. We need to look at a more dynamic model before we make conclusions.- Authors: Michael A P Beck, John A McLean, Arnold J Shell, Howard A Tate
- Date: May 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Funding
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Book Reviews and Notices
the system to evolve as it did. An underlying dynamic was what she terms "the electoral connection," ... under the plan, using dynamic assumptions and a variety of funding methods. The dynamic assumptions were ...- Authors: E Allen Arnold, Ronald L Haneberg, Carlton Harker, Robert O Martinelli, Walter Shur, Jeanne Cullinan Ray
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Economics>Financial markets; Pensions & Retirement; Social Insurance>Survivor benefits
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
standards. Very briefly, the proposal is for a dynamic valuation structure, where the maximum interest ... certain basic principles for implementing the dynamic valuation proposal. One subtlety is not covered ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Book Reviews and Notices
Book Reviews and Notices This section contains multiple book reviews and notices concerning the actuarial ... $17.50. As might be expected in a business as dynamic as group insurance, few text- books have been ...- Authors: Society of Actuaries
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Health & Disability>Disability insurance; Health & Disability>Health risks; Modeling & Statistical Methods>Stochastic models; Pensions & Retirement; Pensions & Retirement>Funding; Social Insurance>Social Security
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Book Reviews and Notices
Book Reviews and Notices This section presents book reviews and summaries of recent publications. ... A. Retting and O. Nichols, Some Aspects of the Dynamic Projection of Benefits under the 1973 Social Security ...- Authors: Society of Actuaries
- Date: Oct 1975
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Pensions & Retirement
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Pension Problems - The Economy and ERISA
Pension Problems - The Economy and ERISA This is a transcript of a session at the Spring ... policies. The add- on feature to it which makes it a dynamic solution is to continue to make this analysis on ...- Authors: Preston C Bassett, William A Dreher, Joseph J Stahl
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Book Reviews and Notices
Book Reviews and Notices This section provides multiple book reviews and summaries of recent publications. ... A. Rettig and O. Nichols, Some Aspects o] the Dynamic Projections o] Benefits under the 1972 Social ...- Authors: Society of Actuaries
- Date: Oct 1973
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Pensions & Retirement
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Book Reviews and Notices
understanding of the computer as a tool in the study of dynamic populations. The exposition is simple, and the ... relationships of total benefits to wages in a dynamic economy. I t can easily be seen that each of ...- Authors: Francisco Bayo, Ian M Charlton, Paul H Jackson, George B Kyle, Leroy B Parks, Edward J Porto, A M Niessen, Application Administrator
- Date: Oct 1972
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Pensions & Retirement
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Digest of Discussion at Concurrent Sessions
Digest of Discussion at Concurrent Sessions Digests of following discussions: 1. Mutual life ... mutual is so different that one must scrap all the dynamic notions involved in a successful stock company ...- Authors: Society of Actuaries
- Date: Nov 1971
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement