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  • The Nature of the Pension “Promise”
    The Nature of the Pension “Promise” This paper was the results of an invitation by the SOA’s Pension Section Research Team to explore the current state of defined benefit plans in Canada and ...

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    • Authors: Brian Arthur Jones
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Group Variable Annuity Pension Plan
    Group Variable Annuity Pension Plan In this article the author responds the current defined benefit pension plan concepts that are being challenged and presents his proposal for revised plan ...

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    • Authors: Thomas Lowman
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Retirement Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased Retirement
    Retirement Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased Retirement This paper explores the advantages and disadvantages of a defined ...

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    • Authors: Aliya Wong
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Observations on our Observations
    Observations on our Observations Observations on recent SOA study on input and output smoothing techniques ad impact on defined benefit funding. ;; Asset valuation; Funding policy; Market value ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • 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
  • Replacing the Replacement Rate: A Better Way
    Replacing the Replacement Rate: A Better Way The standard for measuring retirement income adequacy has been the final earnings replacement rate (usually targeted at 70%). But - does it work? ...

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    • Authors: Bonnie-Jeanne MacDonald
    • Date: May 2017
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: International News
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Social Insurance>Social Security
  • Retirement Plans -Miscellanous
    Retirement Plans -Miscellanous Discussions from 2 regional meetings of the Society of Actuaries- in Philadelphia and Kansas City concerning 1. the types of options that are provided for ...

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    • Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Plan Design Under ERISA
    Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
  • Design and Mechanics of Pension Plans
    Design and Mechanics of Pension Plans This is a discussion about pension plan design and mechanics including: 1. Adjustment of pension benefits for inflation, 2. Major revisions or plan ...

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    • Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • 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.

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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