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  • Social Security Changes for 2024
    Public Interest, October 2023 Every October, the U.S. Social Security Administration (SSA) announces certain ... Cost-of-Living Benefit Increase Since 1984, Social Security's COLAs have been based on the third-quarter-to-third-quarter ...

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    • Authors: Bruce Schobel
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • Defining a Posteriori Distribution of a Long-Term Rate Structure: A Mixed and Empirical Approach Based on Fisher’s Formula
    Structure: A Mixed and Empirical Approach Based on Fisher’s Formula An article presenting updated results as ... the International Accounting Standards, both the U.S. Financial Accounting Standards Board (FASB) and ...

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    • Authors: Octavio Nicolas Rojas
    • Date: Feb 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension accounting; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • In the Beginning... A Column Devoted to Tax Basics
    Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • What Retirement Plan Features Do Employees Really Want?
    benefits?” they are very likely to say “yes.” What’s not to like about survivor benefits? Rather than asking ... survivor benefits must be very important. However, it’s rarely that simple. The presence of other features ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Defined Benefit Risk-Phase 1 Fast Facts
    Introduction, Risk Management (Lessons from Outside U.S. Pension Sector, Developing an Integrated Risk Management ... reports/2021/predictive-analytics-primer/ RPEC 2022 Mortality Improvement Update https://www.soa.org/resources/research- ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans