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  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • A View from the SOA's Staff Fellow for Retiremen
    A View from the SOA's Staff Fellow for Retiremen Column describing shifting paradigm for retirement ...

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    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • May 2016 - Pension Section News
    By Anna M. Rappaport Pension Section News IS S U E 8 9 M A Y 2 0 1 6 Pension Section ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Retirement Forum, Vol. 23, Issue 1
    evolution of the non–Social Security portion of the U.S. retirement system. A while later, a measurement ... k m et ric Reward = Avg. RR DC M O R E R I S K DB Risk sharing “space” Here are notes to understand ...

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    • Date: Apr 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: The Pension Forum
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Plan Design Approaches to Volatility Management in Retirement Plans
    Plan Design Approaches to Volatility Management in Retirement Plans Investment volatility ... contribution volatility and wide swings in a retirement plan’s perceived funded status. This paper approaches the ...

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    • Authors: Richard Joss
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Increased Interest in International Plans
    dictate their own level of involvement. o The table below gives a brief comparison of funded plans ... services may be I N T E R N AT I O N A L N E W S Increased Interest in International Plans | from ...

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    • Authors: Carl Hansen
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks