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A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
Andrews Stephen Bonnar Lori J. Curtis Jaideep S. Oberoi Aniketh Pittea Pradip Tapadar SPONSOR ... ...... 19 Section 7: Results for the Stylized U.S. Plan ..........................................- 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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Enhanced Risk Sharing Savings Accounts
the first 10 years of my professional career as a U.S. pension actuary, I have since slowly but surely ... of the assets is used to purchase a deferred annuity, likely to age 85 or 90. The remainder of the ...- Authors: Martin Bauer
- Date: Mar 2017
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Public Policy
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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 ...- 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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Managing Employer Risk in Defined Contribution Plans
Worldwide in San Francisco, CA. Note: The chart(s) referred to in the text can be found at the end of ... practice, so he brings different perspectives to the table. Jeff is a certified pension consultant and is currently ...- 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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A Tale of Two Pension Plans Fast Facts
stylized U.S. plan with the same membership profile but modified to reflect a typical U.S. DB plan ... results: • As a percentage of starting assets, the U.S. stylized plan is more volatile than the U.K. plan ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Social Security benefits, before purchasing an annuity or investing in bonds. When middle-income retirees ... Social Security benefits, they might have all the “annuity” income they need, particularly if they reduce ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Addressing the Financial Risks from Retirement Systems Seminar: Plan Design
Panelists: EDWARD E. BURROWS C. IAN GENNO THOMAS S. TERRY Summary: Before ERISA and SFAS 87, various ... of DB plans. Suddenly, going to the negotiation table once every three years or five years and negotiating ...- Authors: Edward E Burrows, C. Genno, Thomas Terry, Alan Parikh
- Date: Jun 2005
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, ... These strategies typically involve modifying a plan’s investment strategy to remove a significant portion ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Optimizing Retirement Income Fast Facts
income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management