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Optimizing QDIAs for Retirement
Optimizing QDIAs for Retirement The article describes the factors that should determine ... fund components should itself be regarded as a dynamic optimization exercise. Plan sponsors without internal ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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Retirement Forum, Vol. 23, Issue 1
specified target level. The idea is that this dynamic support mech- anism can help limit the probability ... efficiency of a design like the Tracker Plan, with a dynamic variable contribution targeted specifically to ...- 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
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A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
pension plans; and Devolder and Lebegue (2017) used dynamic risk measures. Some literature has compared the ... of the techniques they have discussed include dynamic asset allocation (Liang and Ma 2015) and automatic ...- Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program ... Retirement planning is one of the more complex and dynamic aspects of personal financial planning. A periodic ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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New CPP Enhancements Fast Facts
New CPP Enhancements Fast Facts Fact sheet describing the report, "New CPP Enhancements: ... outcomes, using Statistics Canada’s LifePaths dynamic microsimulation model of the Canadian population ...- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Replacing the Replacement Rate: A Better Way
Replacing the Replacement Rate: A Better Way The standard for measuring retirement income adequacy ... largest dynamic micro-simulation models of society—Statis- tics Canada’s LifePaths dynamic population ...- 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
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Variable Payout Annuities
utility maximization approach. The results of the dynamic optimization give an optimal investment and consumption ... entirely flexible and is one of the controls under a dynamic optimization3. The other control variables are ...- Authors: Phelim Boyle, Mary Hardy, Anne MacKay, David Morris Saunders
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Improving Pension Product Design
programming (MSP) I Stochastic optimal control (dynamic programming, DP). Agnieszka K. Konicz - Technical ... programming (MSP) I Stochastic optimal control (dynamic programming, DP). Agnieszka K. Konicz - Technical ...- Authors: Agnieszka Konicz, John Michael Mulvey
- Date: Feb 2014
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a ... level until retirement (subject to a possible dynamic adjustment discussed in the section on the tracker ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Plan Design Approaches to Volatility Management in Retirement Plans
recognition strategy is to take a particular measured dynamic of pension funding, and provide for a smoothed ... those who happen to live longer than assumed. This dynamic does not occur in a defined-contribution plan ...- 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
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Actuarial and Financial Valuations of Guaranteed Annuity Options
of conceptual and practical issues involved in dynamic hedging of the interest rate risk. Wilkie et ... Hardy (1998), in which modern option pricing and dynamic hedging techniques are used. 5.1 Option pricing ...- Authors: SHANGXUE GAO, RUOWEI ZHOU
- Date: Nov 2010
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Plan design
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Retirement 20/20 Monograph
Retirement 20/20 Monograph This is a web page containing links to papers presented at the Retirement ... a fee to obtain paper) An Experimental Test on Dynamic Consumption and Lump-Sum Pensions Enrique Fatas ...- Authors: Society of Actuaries
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design
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Beyond Cash Balance: the DA Plan
Beyond Cash Balance: the DA Plan This article looks at the need for new defined benefit plan designs ... Tuttle. 1990. Managing Investment Portfolios: a Dynamic Process. 2nd Ed. Table 2-2. 3Ralfe, John.- Authors: Thomas More Zavist
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design
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Phased Retirement
Phased Retirement Speakers review current trends in phased and partial retirement, benefit design ... you're right, it's a little bit of a different dynamic. I've talked through some of these advantages ...- Authors: John F Kalnberg, Valerie A Paganelli
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Gradual Retirement: An Additional Option in Work and Retirement
Gradual Retirement: An Additional Option in Work and Retirement This paper is concerned with ... Portfolio Structure and Broad Systems Design A Dynamic Social Security System in Unison with Demographic ...- Authors: Yung-Ping Chen, John C Scott
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Managing Employer Risk in Defined Contribution Plans
Managing Employer Risk in Defined Contribution Plans This session reviews the various significant ... set-it-and-forget-it approach. Some of those are dynamic, meaning that it's a conservative, it's a balance ...- Authors: C. Genno, Michael Methlie, Jeff Miller
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Protecting Participants and Beneficiaries in a Phased Retirement World
Protecting Participants and Beneficiaries in a Phased Retirement World This paper discusses ... Portfolio Structure and Broad Systems Design A Dynamic Social Security System in Unison with Demographic ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design
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Changing Patterns of Retirement Seminar: Phased and Partial Retirement
Changing Patterns of Retirement Seminar: Phased and Partial Retirement Oncoming demographic shifts, ... age, to work out the special problems of that dynamic. That's going to be a problem on both sides of ...- Authors: Kathleen A FitzPatrick, John F Kalnberg
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Employee Benefit Design from a Human Resources Management Perspective
plan is to get a handle on the problem or other dynamic that requires a response. In this case the problem ... programs that take into consideration all of the dynamic factors that I've mentioned. We're continuing to ...- Authors: Ronnie Susan Thierman, Bruce D Zimmerman, Charles R Christian, William Jenkins, Wayne E Page
- Date: Apr 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Health & Disability>Health insurance; Pensions & Retirement>Plan design
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Pension Plan Design
year of service, and in the 1675 OPEN FORUM dynamic environment, the employee actually experiences ... some issues that we may have to deal with in a dynamic plan setting that need to be taken into account ...- Authors: Sheldon Gamzon, V Benjamin Haas, Eric Lofgren, William Torrie
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Designing An Integrated Pension Plan
Designing An Integrated Pension Plan This discussion is about the issues and problems under ... Security retirement age. What you've got there is a dynamic type of a table. In other words, in the old days ...- Authors: Michael R Hill, Richard Schreitmueller, John Wade
- Date: Apr 1989
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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The Federal Employees' Retirement System Act of 1986
The Federal Employees' Retirement System Act of 1986 The Federal Employees' Retirement ... file annual disclosure reports with GAO using dynamic methods, i.e., actuarial assumptions reflecting ...- Authors: Richard Schreitmueller
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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Marketing Of Pension Products By A Life Insurance Company
three years. However, even with the advent of the dynamic reserve valuation law for U.S. companies, a significant ... during this period, I assume that the advent of dynamic valuation assumptions made it easier for a number ...- Authors: Richard J Barney, Daryle G Johnson, J. C. Smith, Keith Weaver
- Date: Jun 1985
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Design For Small Organizations
Pension Plan Design For Small Organizations This presentation reviews the maximum contribution and ... like the defined contribution fraction, is a dynamic fraction which must be calculated each year to ...- Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Fund Financial Planning in an Inflationary Environment
Pension Fund Financial Planning in an Inflationary Environment This 1982 discussion ... flexible enough to allow the employer to adapt to the dynamic influences of inflation; not only those that influence ...- Authors: Jeff Furnish, Bentti Hoiska, Ronald A Karp, Robert W Ryan, Irwin Tepper
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Small Pension Plans
Small Pension Plans This panel discussion examines the valuation problems, funding methods, ... of the assumptions. I view the assumptions as a dynamic aspect of the valuation, to be changed gradually ...- Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Pension Plan Dynamics
integration, benefit and cost projections under dynamic assumptions, and best estimate limitations. From ... Society of Actuaries, Vol.3 No.3. Assumptions;Dynamic simulation models;Social Security; 14909 6/1/1977 ...- Authors: Norman W Clausen, Stanley R Freilich, William F Lumsden, Mary S Riebold
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
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Pension Plan Dynamics
system is completely flexible as to the use of dynamic assumptions. You can change any assumption and ... that valuation methods that permit the use of dynamic group considerations are the techniques on which ...- Authors: Thomas Levy, Rodger R Patrick, Robert J Schnitzer
- Date: Jan 1977
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design