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  • The Pension Forum, January 2017 - Editor’s Intro
    The Pension Forum, January 2017 - Editor’s Intro Introduction to the January 2017 issue of The Pension Forum. Enterprise risk ;management;Pension finance 6442473984 1/1/2017 12:00:00 AM ...

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    • Authors: Philip McCaulay
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Risk management
  • Phased Retirement for Federal Workers
    Phased Retirement for Federal Workers A new retirement option has been added to the defined benefit plan for federal workers to allow retirees to work part time while receiving part of their ...

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    • Authors: Philip McCaulay
    • Date: Jan 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Public Pension Plan Funding Policy - Abstract
    Public Pension Plan Funding Policy - Abstract Abstract of paper that discusses a new funding method that would make the recommended contribution for funding purposes for public DB plans subject ...

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    • Authors: Philip McCaulay
    • Date: Jun 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Public sector plans
  • Employer Costs for Employee Compensation – December 2013
    Employer Costs for Employee Compensation – December 2013 This is a summary of the employer costs for pension plans published by the U.S. Department of Labor’s Bureau of Labor Statistics (BLS) as ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Public Pension Plan Funding Policy
    Public Pension Plan Funding Policy Paper that discusses a new funding method that would make the recommended contribution for funding purposes for public DB plans subject to an overriding minimum ...

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    • Authors: Philip McCaulay
    • Date: Jun 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Public sector plans
  • Expected Geometric Returns
    Expected Geometric Returns The article has formulas for calculating the geometric return of a portfolio using the arithmetic return and the variance Asset modeling;Return on investment;risk ...

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    • Authors: Philip McCaulay
    • Date: May 2016
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • Employer Costs for Employee Compensation
    Employer Costs for Employee Compensation DOL’s Bureau of Labor Statistics latest statistics. Health care costs;Life insurance;Defined benefit plans;Defined contribution plans By Martin McCaulay ...
    • Authors: Philip McCaulay
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans
  • Flight Paths – A Dynamic Investment Strategy
    Flight Paths – A Dynamic Investment Strategy The article describes a dynamic investment strategy for defined benefit pension funds to de-risk the plan by changing the asset mix based on the ...

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    • Authors: Philip McCaulay
    • Date: May 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension investments & asset liability management