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Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver?
Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver? This paper analyzes the two tax advantages of qualified retirement savings plans: the tax deductibility of contributions ...- Authors: Robert Brown
- Date: Mar 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Session 178: Innovations in Reducing Pension Risk
Session 178: Innovations in Reducing Pension Risk Risk-shared plan designs have been gaining significant popularity with employers and members in response to the shortcomings of traditional ...- Authors: Robert Brown, Dani Goraichy, Derek Dobson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Target benefit plan
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Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings
Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings This paper examines the following three questions by reviewing literature that identifies and evaluates the ...- Authors: Robert Brown, Bruce Jones, Mary Hardy, Bonnie-Jeanne MacDonald, TODD RICHARD MORRISON
- Date: Jun 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition
Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition This paper examines the growing trend toward phased retirement in which workers move slowly into full-time leisure, ...- Authors: Robert Brown
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Factors Affecting Retirement Mortality and Their Impact on Pension Plans and Products
Factors Affecting Retirement Mortality and Their Impact on Pension Plans and Products This session discusses two recent SOA research initiatives called FARM I and FARM II. From Record of Society ...- Authors: Robert Brown, Victor Modugno
- Date: Oct 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Mortality - Demography; Pensions & Retirement
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Changing Patterns of Retirement
Changing Patterns of Retirement Our panel discusses research conducted by the SOA's committee on post-retirement needs and risks current trends in retirement, including phased and partial ...- Authors: Robert Brown, Arnold Shapiro, Matt Drinkwater, J Gary Johnson
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Reform in Canada - An Actuarial Perspective
Pension Reform in Canada - An Actuarial Perspective Presented at Living to 100 Symposium, January 2011. The first part of this paper gives background material on the existing Canadian Income ...- Authors: Robert Brown
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Social Insurance>Social Security
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Social Security: Adequacy, Equity and Progressiveness - A Review of Criteria Based on Experience in Canada and the United States
Social Security: Adequacy, Equity and Progressiveness - A Review of Criteria Based on Experience in Canada and the United States This paper reviews and compares the Canadian and U.S. Social ...- Authors: Robert Brown
- Date: Jan 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Plan design; Social Insurance>Social Security
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A Macro-Economic Indicator Of Age At Retirement
A Macro-Economic Indicator Of Age At Retirement This paper explores the relationship between the Wealth Transfer Index, a statistic defined by Brown and Bilodeau 1997, and retirement age, which ...- Authors: Robert Brown
- Date: Jan 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Plan design
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Session 121: Global Pension Reform Update
Session 121: Global Pension Reform Update The importance of financial wellness has been increasingly recognized in the last few years. More organizations are sponsoring programs to assist people ...- Authors: Robert Brown, Stephen Eadie, Carmen Fernandez
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Global Perspectives; Global Perspectives>Global markets; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation