Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
    2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System This paper proposes a mandatory universal pension system MUPS which would ...

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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
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Tax Considerations in a Mandatory Universal Pension System
    Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations in a Mandatory Universal Pension System. Individual retirement accounts=IRA;Pension ...

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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