Description: This presentation is an open forum, session 11OF, from the 2004 Spring Meeting of the Society of Actuaries, held May 19-21 in Anaheim, CA. The panelists note that defined benefit [DB] pension actuaries are finding themselves working in new and expanded roles in the new millennium, and discuss the answers to challenging questions raised by working in this environment, such as what additional training is recommended, and what the unique challenges and rewards are. The panelists look at the future with respect to the DB actuary, with respect to less traditional roles in that area as well as opportunities in the area of defined contribution plans. Discussion from participants is included. From the Record of Society of Actuaries, Volume 30, No. 1.

Description: Table accompanying the article A Guide to Surfing the New Pension Section Web Pages which provides links to various research papers and other resources offered on the Pension Section web pages

Description: Table 3 for 2009 Pension Section Survey: Update and Action Plan showing Pension Section's plans for Communications and their timeframe

Description: Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan.

Description: Table 2 for 2009 Pension Section Survey: Update and Action Plan showing the Pension Section's plans for continuing education and the expected timeframe

Description: This presentation made at the SOA 1975 New York meeting highlights the passage of ERISA and points up the desirability of formulating principles and practices for pension plan construction and valuation. A committee of the American Academy of Actuaries is in the process of developing principles and practices.

Description: 1974 SOA Meetings, Dallas and Montreal. This paper is the digest of discussions held at concurrent sessions of the referenced meeting. Topics covered: 1. CORPORATE FINANCIAL MANAGEMENT OF STOCK LIFE INSURANCE COMPANIES. 2. PENSION FUNDING ASSUMPTIONS. 3. DIRECTIONS AND GOALS OF ACTUARIAL RESEARCH. 4. VARIABLE LIFE DEVELOPMENTS. 5. LIFE INSURANCE AND CONSUMERISM. From Transactions of the Society of Actuaries 1974, Vol. 26, Pt.2D, No. 75 AB.

Description: The secretary of the SOA looks back over the last five years at changes in the life insurance business and the actuarial profession.

Description: Explore how certain actuarial roles should be reserved under defined benefit plans for more than 50 years during the Reserved Roles for Actuaries in Defined Contribution Plans webcast. This online event will be focused on actuaries and defined contribution (DC) plan actuaries and how they have been spotlighted by the pension industry due to their roles. Join us to discover which roles under DC plans could be reserved for actuaries by plan sponsors or through legislation.

Description: This 2007 article from U.S. News & World Report by Paul J. Lim and Emily Brandon is about households retiring with less assets saved than was planned. It references an Employee Benefit Research Institute study and includes quotes from Anna Rappaport, FSA.