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  • The Impact of COVID-19 and the CARES Act on Retirement Readiness for American Workers
    The Impact of COVID-19 and the CARES Act on Retirement Readiness for American Workers 4/14/2021 12:00:00 ...
    • Authors: Daniel Cassidy
    • Date: Apr 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Independent Consultant Newsletter, October 2006, Issue No. 12
    technical work. And then there are the many quality- of-life advantages, like the fact that my hours are much ... many non-members) who partici- pated in our recent survey. After reviewing the results, our section council ...

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    • Authors: Society of Actuaries, John West Hadley, Stuart Klugman, Anna M Rappaport, Paul Richmond, Charles Ritzke, David Miller, Ruth Ann Woodley, Ken Lizotte, Rodrigo Silva, Daniel Cassidy, Daniel K Kehoe, Charles Nault, Patricia Coate, Elaine Crowley
    • Date: Oct 2006
    • Publication Name: The Independent Consultant
  • The Independent Consultant Newsletter, June 2006, Issue No. 11
    Woodley 18 How to Communicate with the SOA: A Report from the Board of Governors by Teresa Winer ... the process of coordinating a project among a group of volun- teers can be quite frustrating, because ...

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    • Authors: Society of Actuaries, Ian G Duncan, Anna M Rappaport, Teresa Winer, David Miller, Ruth Ann Woodley, David S Rintoul, Daniel Cassidy, Jeffrey McIntyre, Daniel K Kehoe
    • Date: Jun 2006
    • Publication Name: The Independent Consultant
  • The Independent Consultant Newsletter, February 2006, Issue No. 10
    INDEPENDENT CONSULTANT Clients for Life: Evolving from an Expert-for-Hire to an Extraordinary ... thought I would share them. The first is Clients for Life, which describes the vast difference between consultants ...

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    • Authors: Society of Actuaries, Gerald A Fryer, Marcus Robertson, David Ward, David Miller, Ruth Ann Woodley, Daniel Cassidy, Lewis Green, Daniel K Kehoe, Suzanne Bates
    • Date: Feb 2006
    • Publication Name: The Independent Consultant
  • Sponsors' Risk Management and Fiduciary Risk
    a lot of plans are underfunded. I completed a survey using data that was about one or two years old; ... their mandate. Make sure that they frequently report to you, sign agreements and talk about all the ...

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    • Authors: Michael Sze, Daniel Cassidy
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Risk management
  • Consulting in a Down Economy
    plan basis, but on a plan sponsor or controlled group basis. What could your plan sponsor be doing that ... According to the Employment Policy Foundation Report, if things keep going as they have, employee health ...

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    • Authors: John F Kalnberg, Daniel Cassidy, Tonya Manning
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Pensions & Retirement>Defined benefit plans
  • What's It Worth To You? - Asset Valuation Methods
    We'll even chat a little bit about the SOA's AVM survey that was published in 1999, and then a case study ... gets sent to us. I'd like to talk about the asset survey. This was performed by the SOA, and I believe ...

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    • Authors: Richard Joss, Michael Sze, Daniel Cassidy
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • A Brave New World: Pension Funding Methods - Testing, Testing Does This Thing Work?
    their DB plans clearly have made a grandfather group of typically older, longer-service, higher-paid ... force. All the other employees of this control group are in a profit-sharing plan. The plan is evenly ...

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    • Authors: Mark Ruloff, Kevin Shand, Daniel Cassidy
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding
  • BE KIND TO YOUR RETIREMENT DECUMULATION PLAN — GIVE IT A BENCHMARK
    mulation or post-retirement spending-down phase of life? Individuals also have a liability schedule—their ... 85; and 2. A deferred, inflation-adjusted (real) life annuity, with payments starting at age 85, and ...

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    • Authors: Daniel Cassidy, Michael Peskin, Laurence Siegel
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • SOA Exams: Then And Now
    Education SOA ExAmS ThEn And nOw “Life was simpler in the old days.” This adage could ... testing. We pre-test the entire exam with a select group of volunteers. This provides the exam committees ...

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    • Authors: Daniel Cassidy
    • Date: Jun 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession