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  • Panel Discussion - H.R. 10
    that, though, it seems to me that it would have primary appeal only in a limited number of cases (a much ... thirteen companies had direct-purchase plans only; one company had both trustee and direct-purchase plans; ...

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    • Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
  • Terminal Funding
    early years making reinvestment of interest the primary risk. Funds were assumed to be invested each year ... requires that such benefits be incidental to the primary purpose of providing retirement benefits (and limiting ...

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    • Authors: Victor Modugno
    • Date: Oct 1986
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement
  • Panel Discussion - H.R. 10
    suggest before you actually comment that you might care to introduce your associate who is sitting in the ... members seem to have shown a strong preference for direct investment. One problem on the use of group for ...

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    • Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
  • Session 124: Private Pension Mortality Study
    and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Money Myopia - Insurance Industry And The Savings Dollar
    Money Myopia - Insurance Industry And The Savings Dollar A review of the last 50 years, ... Secretary of HEW has appointed a Project Director to direct the activities of a group now called the Universal ...

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    • Authors: Douglas S Magnusson, D Ted Steven
    • Date: May 1979
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement
  • Entry into New Fields
    Entry into New Fields 1959 SOA Regional Meeting in Atlanta. This discussion covered the advantages ... problem is overinsurance which should be watched care- fully. Insurance other than on residences proved ...

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    • Authors: Society of Actuaries
    • Date: Jun 1959
    • Competency: Strategic Insight and Integration
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Health & Disability>Health insurance; Life Insurance; Pensions & Retirement
  • Managing Retirement Assets Symposium: The Simple Analytics of a Pooled Annuity Fund
    the risks of longevity through "pooling" is the primary focus of this paper. The six different cohorts ... which clearly approximates equation (9). The primary difference between formulas (9) and (21) above ...

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    • Authors: Emiliano Valdez, John Piggott, Bettina Detzel
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Group plans - Annuities; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks