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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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The Withdrawal Liability Interest Rate Puzzle
The Withdrawal Liability Interest Rate Puzzle Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer ...- Authors: Hal Tepfer
- Date: Mar 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
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Pioneer: Claude Lamoureux—Tops In Pension Plans
Pioneer: Claude Lamoureux—Tops In Pension Plans Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan. Canadian Institute of ...- Authors: Sam Phillips
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession; Pensions & Retirement
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Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making
Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making All things considered, caution needs to be applied to the use of so-called “standard” mortality ...- Date: Dec 2020
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Demography; Pensions & Retirement
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PPA and 2007 Pension Funding: What in the World Are We Waiting For?
PPA and 2007 Pension Funding: What in the World Are We Waiting For? Article from Pension Section News, May 2007, No. 64, discusses the Pension Protection Act PPA and the related misconceptions.- Authors: Brian C Donohue
- Date: May 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
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Perspectives on Retirement PLANNING and Consumption
Perspectives on Retirement PLANNING and Consumption This is a discussion about an ongoing dialogue on a model of personal investing known as the Life–Cycle Model of Investing and Saving. To gain ...- Authors: Steven Siegel
- Date: Oct 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement
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A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do
A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research ...- Authors: Anna M Rappaport
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Mortality - Demography; Demography>Gender factors; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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The Role of Actuarial Audits in Performing Due Diligence
The Role of Actuarial Audits in Performing Due Diligence Retirement plan trustees are tasked with retirement plan administration. Trustees are responsible for hiring service providers and ...- Authors: Louise M Gates
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans
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Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This is a summary of a multi-faceted research project focusing on how to help people better manage money ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Impact of Running Out of Money Roundtable: Ideas Provided
Impact of Running Out of Money Roundtable: Ideas Provided Joe Tomlinson provides insights on this issue. ; By Joe Tomlinson In March 2012, I participated in a Washington D.C. roundtable on the ...- Date: Nov 2012
- Competency: Results-Oriented Solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks