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  • What is Required to Improve Retirement Income Security?
    SEPTEMBER 2015 PENSION SECTION NEWS | 19 a plan option.17 In any case, the regulations should be revised ... tion on benefit accrued and their present value. 17 29 CFR § 2550.404c-1(b)(3)(i)(B)(3) requires that ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • ipi-2016-iss13-kaufhold
    ipi-2016-iss13-kaufhold ... 120% 130% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Ac tu al D ea th s / E xp ec te d ... 120% 130% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Ac tu al D ea th s / E xp ec te d ...

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    • Authors: Kai Kaufhold
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: In The Public Interest
    • Topics: Annuities>Product development - Annuities; Demography>Longevity; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Risk management; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    Article from In The Public Interest July 2018 Issue 17 4 | JULY 2018 IN THE PUBLIC INTEREST Are ... David Lamoreux, CalSTRS actuary, via email, April 17, 2017. 7 The only change in the capital market ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Diverse Risks 2016 Call for Essays
    age 85.6 At age 85, women’s life expectancy is 17 percent longer than that of men. When priced using ... McCarthy, “Longevity Insurance Annuities.” 17 Policy Proposal This section provides an example ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security