Description: This is the report of the findings from the Retirement Plan Preference Survey.

Description: Fact sheet about the April 2019 Single Employer Contribution Analysis Update.

Description: This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in Canada and Great Britain as well as the outlook for similar legislation in the United States. From Transactions of Society of Actuaries 1957, Vol. 9, No. 25.

Description: Report on the proceedings of the 2010 Long Term Care Think Tank Session, whose goals were to discuss the major issues and challenges facing the LTC insurance industry, and to formulate action items and initiatives to help the industry move ahead. Focus was on understanding the needs & affordability capabilities of different market segments, the limited variety of product designs, shrinking distribution force, regulation and public policy, implications of the CLASS Act, and ideas for educating consumers and marketing products.

Description: Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective.

Description: This general discussion focused on: A. The increase on maximum limits on single premiums accepted based on investment conditions, B. Steps a smaller company might take to meet the current demand for pension plans, C. The extent to which companies have: 1. Transferred to their field or district offices functions which had previously been performed in the home office 2. Transferred to the home office or to central collection offices functions which had previously been performed in agency offices D. Steps taken to revise or supplement company retirement plan benefits to recognize higher salary scales and the possibility of still further inflation, E. The advantages and disadvantages of the Bank Loan Plan under which a policyholder purchases a limited payment life policy and borrows part of the premium from a bank, and F. Changes which have been made in War Exclusion Riders, Disability and Double Indemnity provisions.

Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

Description: Diverse Risks 2016 Call for Essays

Description: Chapter 4 discusses a range of actuarial issues associated with DROPs. From Design and Actuarial Aspects of Deferred Retirement Option Programs, M-RS03-2.

Description: Appendix of tables related to phased retirement.