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  • General
    would attend those sessions which would be of primary interest to him, thus reducing the number in attendance ... discussing section C, stated that the number of direct Ordinary policyholders on whose lives his company ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Final-Pay Pension Plans
    larger companies. This has taken the form of a direct final-pay approach in most instances, but in a ... in which the financial commitment stays under direct control. In those cases in which a smaller employer ...

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    • Authors: James L Clare, James A Curtis, Kenneth K Keene, Robert F Link, Robert J Myers, David Yanis, Blackburn H Hazlehurst
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plans
    plans; and (3) retirement annuity policies for direct purchase on a nontransferable basis. Some sort ... than a plan involv- ing a trust agreement or the direct purchase of nontransferable annuities. We feel ...

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    • Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
    • Date: Jan 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Design and Mechanics of Pension Plans
    questions? c) Deposit administration guarantees? d) Direct-rated contracts--IPG and its modifications? e) ... There is an increasing trend toward the use of direct-rated contracts, usually including separate-account ...

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    • Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Current Pension Fund Issues
    to the value of those unfunded benefits. The primary actuarial consideration in evaluating such a proposal ... themselves out of business due to loss of their primary customers. 2. If the turbine engine changes the ...

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    • Authors: James A Attwood, Laurence E Coward, Howard Young, JOHN H MILLER
    • Date: Oct 1965
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
  • General
    to get something for nothing should not be the primary motive in the marketing of life insur- ance. ... each prospect, there would not be many who would care to take a gamble on the bank loan plan. Rather ...

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    • Authors: Society of Actuaries, Bertram N Pike, Joseph C Sibigtroth, JAMES TIMOTHY PHILLIPS, Charles G. Groeschell, Louis Levinson, E M McConney, William J November, Henry F Rood, Dennis N Warters, Elgin G Fassel, Manuel R. Cueto, Frederic P Chapman, Donald M Ellis
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Plan design
  • Retirement Plans for Self-Employed
    legislation? What methods have been developed to take care of the varying amounts of premium exemption year ... the company must obtain from the policyholder a direct request that his contract be registered and an ...

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    • Authors: Society of Actuaries
    • Date: Oct 1957
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
  • Retirement Benefits for Home Office Employees
    Retirement Benefits for Home Office Employees This discussion on retirement benefits looks at ... single employees, the pension, including the OASI primary insurance amount, is a life annuity determined ...

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    • Authors: Society of Actuaries, William F Lumsden, Gardner F. Knight, James G Bruce
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retiree medical
  • Discussion of Subjects of Special Interest
    seventeen cases pro- vide a widow's pension as a direct proportion of the employee's accrued pension. ... EMPLOYER COSTS t Group I--Widow's Pension as Direct Fraclion of Employee's Regular Ac- crued Pension ...

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    • Authors: Laurence E Coward, William A Halvorson, Howard H Hennington, Robert Earl Larson, Andrew Usherwood Lyburn, Isaac Rosenberg, B Russell Thomas, Robert C Tookey, Christopher H Wain, Dorrance C. Bronson, Alan A. Groth, Stuart J Kingston
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plans -Miscellanous
    Retirement Plans -Miscellanous Discussions from 2 regional meetings of the Society of ... past service problem can be handled either through direct payments after retirement or through funded deferred ...

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    • Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design