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  • A View from the SOA's Staff Fellow for Retiremen
    A View from the SOA's Staff Fellow for Retiremen Column describing shifting paradigm for retirement ...

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    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Diverse Risks 2016 Call for Essays
    Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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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
  • May 2016 - Pension Section News
    By Anna M. Rappaport Pension Section News IS S U E 8 9 M A Y 2 0 1 6 Pension Section ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Whats going on here anyway?
    anyway? A Discussion of why female mortality is higher than male mortality at higher ages. Actual-to-expected=A/E=Actual ... experience;Contingencies;Death benefits;Differential mortality;Disability insurance;Disease management;Health ...

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    • Authors: John M Bragg
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Professional development; Demography>Gender factors; Demography>Longevity; Experience Studies & Data>Disability; Experience Studies & Data>Long-term care - Experience Studies & Data; Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Health & Disability>Disability insurance; Health & Disability>Health care; Health & Disability>Health information technology; Health & Disability>Health insurance; Pensions & Retirement>Plan design
  • What is Required to Improve Retirement Income Security?
    use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...

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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
  • The Future of Pension Plan Funding and Disclosure Monograph: A Comprehensive Defined Benefit Pension Plan Reform Proposal
    number of defined benefit plans and the percentage of U.S. workers participating in them have both decreased ... of charge, the pre-REA preretirement survivor annuity, which requires coverage only for participants ...

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    • Authors: Eric J Klieber
    • Date: Jul 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Cash Withdrawal Right
    Cash Withdrawal Right From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ ... has the right to change the interest rate or annuity purchase rates on money already received, places ...

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    • Authors: Raymond W Bender, Robert F Link, John C Archibald
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • A Comprehensive Defined Benefit Pension Plan Reform Proposal
    A Comprehensive Defined Benefit Pension Plan Reform Proposal The abstract for the paper ... number of defined benefit plans and the percentage of U.S. workers participating in them have both decreased ...

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    • Authors: Eric J Klieber
    • Date: Jul 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design