Description: This presentation from Session 34 of the SOA May 2004 Anaheim Spring Meeting discusses retirement plan governance- ERISA and Department of Labor requirements, the actuary’s role in aiding the plan sponsor, and pitfalls along the road to good governance. From the Record of the Society of Actuaries, Volume 30, No. 1.

Description: From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 Discussion of expert witness testimony, the process involved in preparing expert witness reports, and the pitfalls.Also discussion of the differences between the role of expert witness versus a consultant to a lawyer. The proposed Actuarial Standard of Practice on expert witness work is also incorporated. Learn from two skilled professionals about the reason for expert witness testimony, the process involved in preparing expert witness reports, and the joys and pitfalls encountered.

Description: This session discussion is about an actuary's ethical and professional issues and role in pension plans, particularly to the plan participant. From Record of the Society of Actuaries Vol. 11, No. 4A.

Description: Article The Manhart Case by Webster, September 1978, Volume 12, Number 7

Description: The following topics were discussed at concurrent sessions: 1. Independence of the actuary, 2. Problems posed by United States pension legislation, 3. Registered equity products, including variable life insurance, variable annuities, and mutual funds, 4. Limits to growth, and 5. Maintenance of high standards in a profession. From Transactions of Society of Actuaries 1974 Vol. 26, Pt. 2D, No. 76.

Description: 1993 SOA Annual Meeting, New York. This session covered case studies that presented discussion items in the area of professional ethics as related to pensions.

Description: Presented at June 1985 Spring Meeting. Discusses 3 current concerns of the UK's Institute Of Actuaries and the Society Of Actuaries: education and travel time, the pension/retirement system, professional conduct.

Description: 2016 marks the 60th anniversary of the Canadian Reinsurance Conference. This one day industry meeting hosting delegates from North America and beyond will be held in Toronto on April 13, 2016 under the theme "ReDefining Leadership".

Description: The article outlines a shareholder value framework for pension risk management and applies this framework to pension funding decisions in light of rising PBGC premiums due to 2013’s BBA legislation. The article finds that the new legislation significantly incentivizes plan sponsors to increase pension funding. Moreover, many tax-paying pension plan sponsors can increase shareholder value by increasing pension plan contributions.

Description: A critique of the SOA's co-sponsoring of the Manhart Brief which addressed sex discrimination in pension rates. The critique argues that the brief fails to satisfy standards of academic rigor reflected in other SOA publications.