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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 ...- 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
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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 ...- 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
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Integration of Private Pension Plans with Social Security
disability, and death) as a percentage of the primary (retirement) benefit. Half of the cost of all ... equivalent to 83V~ percent of the employee's primary social security ben- efit, or 37~/,_ percent of ...- Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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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 ...- 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
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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 ...- 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
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Pension Plans in an Inflationary Environment
the ability of the formula approach to provide a direct and predictable rela- tionship between anticipated ... retirement plans in relation to inflation is our primary consideration; sponsors will maintain defined benefit ...- Authors: Jeff Furnish
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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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 ...- 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
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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 ...- 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
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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 ...- 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
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The Federal Employees' Retirement System Act of 1986
investments of a federal plan, and (5) employees could direct their own investments, e.g., among stocks, bonds ... he could support a plan allowing em- ployees to direct that funds be invested in the private sector. Devine ...- Authors: Richard Schreitmueller
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans