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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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Written Statement On Mandated Disclosure for Retirement Plan
Written Statement On Mandated Disclosure for Retirement Plan A reprint of testimony Carol Bogosian made to the ERISA Advisory Council providing guidance on employee disclosures based on SOA post ...- Authors: Carol Bogosian
- Date: Feb 2018
- Competency: Communication
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
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Needs Versus Wants: What do Collective Defined Contribution Plans Address?
Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...- 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
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Aging: The Great Common Denominator
Aging: The Great Common Denominator This article addresses challenges that arise later on in retirement years related to support systems, physical needs, and living arrangements. It highlights the ...- Authors: Esther W Peterson
- Date: Jan 2023
- Competency: Professional Values; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Risk management; Public Policy
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Retirement Adequacy in the United States: Should We be Concerned?
Retirement Adequacy in the United States: Should We be Concerned? An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement ...- Authors: Deborah Tully, Julie Curtis
- Date: Oct 2018
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Diminished Capacity and Retirement Planning
Diminished Capacity and Retirement Planning The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished ...- Authors: Anna M Rappaport
- Date: Jan 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy