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  • Impact of Pension Plan Design on Investment Strategy
    have, for example, IRAs, 401 (k)s or your clients who have IRAs and 401 (k)s, and 918 IMPACT OF PENSION ... next three years, but how to make sure that the annuity that you had purchased from the insurance company ...

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    • Authors: Carl Hess, Eric Lofgren, Howard A Freiman
    • Date: May 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
  • The Better Alternative? - Defined Benefit Or Defined Contribution Retirement Plans
    First, we assumed that investments were made in the S&P 500 stock index and used the total return approach ... one year to the next. We used PBGC immediate annuity rates at age 65 that were in effect at each retirement ...

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    • Authors: F Jay Lingo, Eric Lofgren, Michael Robert Rahn, LAURENCE WESLEY LANG
    • Date: Apr 1986
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Early Retirement Incentive Programs- Basic
    qualified plan, like a lifetime annuity or a qualified joint and survivor annuity. But I want to bring your ... paid as a qualified joint and survivor annuity, or an annuity form paid under the plan. And this is typically ...

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    • Authors: Eric Lofgren, Cynthia M Combe, Howard J Peyser
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Design
    Your normal form of benefits has got to be an annuity. You have to satisfy the benefit accrual rules ... Because it is a DB plan, you have to offer an annuity, but it is a fairly simple exercise to put the ...

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    • Authors: Sheldon Gamzon, V Benjamin Haas, Eric Lofgren, William Torrie
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design