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  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    a discount rate, a rate of future inflation, mortality (or expected period of retirement) and other ... life annuity of $25,000 per year, and Example Retiree #2 has a fixed dollar, deferred annuity of $25 ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • The Feel Free Retirement Spending Strategy
    and above any Social Security or other pension, annuity or employment income), then they have enough money ... Social Security, pension, employment or other annuity-type income. I call this the “feel free” spending ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna: The Relativity of “Success” and “Failure”
    life, I have seen a great deal of growth in the U.S. retirement system, and a lot of changes—some positive ... major state of decline. The combination of today’s funding and accounting rules, low interest rates, ...
    • Authors: Anna M Rappaport
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Defined Benefit Pension Plans: Gaining Definition and Clarity Through Technology
    Consider that during the credit crunch of 2008, the S&P 500 companies that sponsored DB plans saw their ... variables, such as changes in interest rates, mortality rates and inflation, can also be evaluated for ...

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    • Authors: David Cantor
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Risk management; Technology & Applications>Analytics and informatics
  • SOA Data-Driven Research: Highlights of Our Report on the Effects of Extending MAP-21 Interest Rate Smoothing
    funding requirements for private sector sponsors of U.S. single-employer defined benefit plans. It modified ... analysis included a brief table to demonstrate this effect. (See Table 1) Relative to a 30 percent ...

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    • Authors: Joseph Silvestri
    • Date: Jan 2015
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Private sector plans
  • Fighting Procrastination for Financial Wellness
    Reserve System, “Report on the Economic Well-Being of U.S. Households in 2015,” May 2016, https://www.federalreserve ... New Lessons From Behavioral Finance, eds. Olivia S. Mitchell and Stephen P. Utkus (Oxford: Oxford University ...

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    • Authors: Tianyang Wang
    • Date: Sep 2017
    • Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments