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  • Overlapping Benefits - The Intersection of Social Insurance and Private Insurance
    Overlapping Benefits - The Intersection of Social Insurance and Private Insurance This 1978 session looked at the intersection of social and private insurance including: 1. Social insurance ...

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    • Authors: James F A Biggs, Keith H Cooper, Stephen S Makgill, Gerald S Parker, Charles Barry H. Watson
    • Date: Apr 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance; Pensions & Retirement>Private sector plans; Social Insurance
  • Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives
    Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives This 1978 discussion session focuses on pension plans with 10 to 50 lives. It covers the funding vehicles, insurance ...

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    • Authors: Edward T Forte, Loyd Hopper, Carol A Marler, Richard A Winkenwerder
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Private sector plans
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Pension Plan Principles and Practices
    Pension Plan Principles and Practices This presentation made at the SOA 1975 New York meeting highlights the passage of ERISA and points up the desirability of formulating principles and ...

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    • Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
    • Date: Apr 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy
  • Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives
    Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives This 1978 discussion session focuses on pension plans with 10 to 50 lives. It covers the funding vehicles, insurance ...

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    • Authors: Charles E Farr, Malcolm T Macphee, Charles Monroe, Walter Rugland
    • Date: May 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Private sector plans
  • Pri-2012 Private Retirement Plans Mortality Tables Report
    Pri-2012 Private Retirement Plans Mortality Tables Report The tables were developed from data collected for 2010–2014. The central year of the data is 2012, hence the name. These tables are ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Private sector plans
  • Retirement Plans for Self-Employed
    Retirement Plans for Self-Employed This paper examines retirement plans and opportunities for self-employed individuals, particularly addressed is the pending Keogh bill. From Transactions of ...

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    • Authors: Joseph B Crimmins, Albert Pike, John R Taylor, Henry F Rood, Thomas Edwin Gill
    • Date: Sep 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Private sector plans
  • Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach
    Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach Excellent big picture view for planning a social insurance system with pay-as-you-go, required self-funded, and voluntary ...

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    • Authors: Michael Cohen
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Actuarial Profession>Best practices; Annuities; Demography; Economics>Macroeconomics; Finance & Investments; Global Perspectives; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • Securing Supplemental Retirement Arrangements Course P–361C Study Note
    Securing Supplemental Retirement Arrangements Course P–361C Study Note Securing Supplemental Retirement Arrangements Course P–361C Study Note by C. Ian Genno from Pension Section News, January ...

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    • Authors: C. Genno
    • Date: Jan 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Private sector plans
  • European Regulation Of Pension Plans
    European Regulation Of Pension Plans Article from The Actuary, October 1971 – volume 5 - Issue 8 is a review of report prepared by Frank M. Kleiler for the United States Department of Labor on ...

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    • Authors: John Dyer
    • Date: Oct 1971
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Global Perspectives; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Social Insurance