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  • Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change”
    Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change” Report on the proceedings of the ... the 2010 Long Term Care Think Tank Session, whose goals were to discuss the major issues and challenges ...

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    • Authors: Society of Actuaries
    • Date: Mar 2010
    • Competency: Communication; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Topics: Actuarial Profession>Professional associations; Economics>Health economics; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design; Public Policy
  • Emerging Definitions on Retirement
    my years at Watson Wyatt I helped to shape and direct the research around phased retirement, what employees ... employers in the shifting of that risk have shifted the direct risk, but are vulnerable to indirect risks as ...

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    • Authors: Society of Actuaries
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • May 2016 - Pension Section News
    many children to support us as we aged, who would care for us, and where would our finan- cial resources ... individuals are increasingly being asked to take direct responsibility for their own retirement security; ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Diverse Risks 2016 Call for Essays
    54 News Flash: Retirement Takes Over Long-Term Care John Cutler 57 How the American Retirement Savings ... Stop-Loss: Adapting Life Insurance to Meet Long-Term Care Needs Morris Tenenbaum 86 Decisions Misaligned ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • Chapter 4: Actuarial Issues
    software should be coded require extra attention. Care needs to be taken when employee contributions stop ... employee contributions are discontinued). · One direct way of handling this under a spread gain funding ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
  • Session 064: DC and Other Non-DB Employment Benefit Options Used as Sources of Retirement Income
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... be supplemental savings to DB plan and not be primary source of retirement income But DB Plans have ...

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    • Authors: Robert Denniston, Brian Linde, Society of Actuaries
    • Date: Jan 2020
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Planning Tools
    return, inflation, longevity, etc. Users must take care not to underestimate the range and depth of risk ... Spouse) Retirement Accounts • Approximate Health Care Costs • Debts • Family members needing financial ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Retirement Benefits for Home Office Employees
    Retirement Benefits for Home Office Employees This discussion on retirement benefits looks at ... single employees, the pension, including the OASI primary insurance amount, is a life annuity determined ...

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    • Authors: Society of Actuaries, William F Lumsden, Gardner F. Knight, James G Bruce
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retiree medical