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Retirement Plan Preferences Survey
Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...- Authors: Society of Actuaries
- Date: Jan 2004
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts
Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...- Authors: Society of Actuaries
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design
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Retirement Plans for Self-Employed
Retirement Plans for Self-Employed This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in ...- 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
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A Tale of Two Pension Plans Fast Facts
A Tale of Two Pension Plans Fast Facts Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective. pension plan risk, pension ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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General
General This general discussion focused on: A. The increase on maximum limits on single premiums accepted based on investment conditions, B. Steps a smaller company might take to meet ...- 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
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Optimizing Retirement Income Fast Facts
Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Chapter 4: Actuarial Issues
Chapter 4: Actuarial Issues Chapter 4 discusses a range of actuarial issues associated with DROPs. From Design and Actuarial Aspects of Deferred Retirement Option Programs, M-RS03-2.- 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
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Retirement Benefits for Home Office Employees
Retirement Benefits for Home Office Employees This discussion on retirement benefits looks at plans most suitable for the smaller company and if it is practical to provide hospital and surgical ...- 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
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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues.- 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
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Viability of the Spend Safely in Retirement Strategy
Viability of the Spend Safely in Retirement Strategy This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). Retirement planning, ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks