Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World
    Evaluating Pension Reform, Washington, D.C., 31, Sept. 17, 1999; Joseph F. Quinn, "Retirement Patterns and ... retirement would receive a partial year of service.17 In order to avoid double prorating, the plan would ...

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    • Authors: Patricia Scahill, Jonathan Barry Forman
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
     higher‐wealth households that would likely  save in any case.17  Figure 1  Retirement Savings Incentives Versus Personal Savings ... sonal Savings,”  Tax Notes, December 20, 2004.  17  Ibid.; Peter Orszag, “Strengthening Retirement Security ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy