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  • Pensions
    the final average salary less social security primary benefits and does not apply to early retirements ... a final average retirement plan does not take direct account of cost of living increases after retirement ...

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    • Authors: Society of Actuaries
    • Date: Jun 1959
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Health & Disability>Disability insurance; Life Insurance; Life Insurance>Group plans - Life Insurance; Pensions & Retirement>Defined benefit plans
  • 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
  • Annuity Market Pricing Approaches
    discount-curve/ Standard and Poor’s Ratings Direct. 2010. Refined Methodology and Assumptions for ... actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ...

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    • Authors: Victor Modugno
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
  • Flexible Funding of Group Annuity Contracts through Separate Investment Accounts
    need to be restricted to situations where the primary interest is in equity investments. The separate ... the higher yields of larger investments such as direct placements and indus- trial mortgages without ...

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    • Authors: Howard H Hennington, John B Stearns, Edward A Green
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • Safest Annuity Rule - A Study Sponsored by the Committee on Retirement Systems Research of the Society of Actuaries
    mini- mum levels of published credit ratings as a primary criterion for including or excluding insurers ... mortality rates. Clearly, the SAR was not deemed the primary cause of ~2ne shrinking market. This is consisten% ...

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    • Authors: David R Brady, Thomas Edwalds, Lindsay Malkiewich, Zenaida Samaniego, Richard Schreitmueller, William J Sohn, Henry N Winslow
    • Date: Jan 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities
  • Group Annuity Mortality
    to lives retiring before normal date. However, care must be taken in inter- preting the experience ... relationship of the 1946-49 mortality ex- perience of primary beneficiaries under OASI to the group annuity ex- ...

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    • Authors: Ray M Peterson
    • Date: Jun 1952
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Experience Studies & Data>Mortality
  • Actuarial Note: A New Mortality Basis for Group Annuities
    resting on a margin in the interest rate to take care of mortal i ty improvement. We have made some calculations ... GROUP ANNUITIES The ~c~v interest margin to take care of mortality improvement does better justice on ...

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    • Authors: Horace R Bassford, Harry E Blagden, Ray M Peterson
    • Date: Nov 1950
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities
  • 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
  • Legal Notes
    Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: ... ex- ercise of a power of government and has a direct relation to that power. It in no wise offends ...

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    • Authors: B. M. Anderson
    • Date: Oct 1953
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
  • Group Annuity Ill-Health Terminations
    Group Annuity Ill-Health Terminations This paper discusses the administration and valuation ... ill-health indicate the necessity for continued care in determination of the condition of health of employees ...

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    • Authors: Conrad Siegel
    • Date: Mar 1959
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities