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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 ...

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    • 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
  • The Future Role of the DB Actuary
    The Future Role of the DB Actuary This presentation is an open forum, session 11OF, from the 2004 ... to translate the liabilities into something dynamic, so that I could take the liabilities as of the ...

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    • Authors: C. Genno, Brian C Ternoey, Michael Croyle
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Pensions & Retirement>Defined benefit plans
  • Late-Breaking Regulatory Developments
    Late-Breaking Regulatory Developments 2004 SOA Spring Meeting, Anaheim, CA. This session presented ... updated. Remember, most people used to have very dynamic option factors and updated them frequently. That ...

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    • Authors: Ethan Kra, Donald Segal, DWAYNE CHESLEY JACOBSON
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
  • Cash-Balance Plans
    Cash-Balance Plans 1993 SOA Spring Meeting, San Diego. This session discussed cash-balance pension ... benefit, or to a greater extent, if you have a dynamic grandfather provision in the plan. it could be ...

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    • Authors: Dale B Grant, Maria Sarli
    • Date: Apr 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Government Pension Guarantees
    Government Pension Guarantees This presentaion provides a comparison of the pension guarantees ... America toward a pension system more suitable to a dynamic society of intelligent people. And yes, they would ...

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    • Authors: Paule Desaulniers, C David Gustafson, Paul H Jackson, L Jacques Pelletier, Frederick Thompson
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    under the new plan, so they put in a permanent dynamic grandfather for anyone who was 45 with five years ... most of these subsidiaries. They put in a 10-year dynamic grandfather for everyone so that, whatever plan ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Selection Of Pension Fund Investment Managers
    Selection Of Pension Fund Investment Managers This session from the 1984 SOA New York City ... objective articulation took into consideration the dynamic nature of a plan's liability structure and the ...

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    • Authors: Ernest G Bianco, David M Cantor, Michael Kantor, Sandy A Lincoln, Grant McMurry, Alan Mills
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>General business skills
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans
  • Valuation Techniques for Pension Plans
    costs and a plan's future funding posture to many dynamic influences; e.g. inflationary salaries, changes ... conditions and indications about future trends. Dynamic projections provide a moving picture of what the ...

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    • Authors: James L Clare, James J Cryan, Daniel F McGinn, Arnold Shapiro
    • Date: Oct 1978
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • Pensions and Retirement Plans
    Pensions and Retirement Plans This is a panel discussion about how frequently actuarial valuations ... easier in tracing profits and losses, especially in dynamic situations. Annual valuations are not required ...

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    • Authors: Laurence E Coward, Joseph H Dowling, Thurston P Farmer, Howard H Hennington, Geoffrey N Calvert, John Dyer, Donald R Anderson, Robert A. Wishart
    • Date: Mar 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans