Description: This article describes behavioral finance and its relevance in identifying analytics and processes suitable for a control environment for the actuarial aspects of an insurance company.

Description: This study is designed to analyze new planning approaches and strategies that combine SPIAs with other techniques to create retirement income synergies. Using historical scenarios, it evaluates how different retirement income strategies hypothetically would have met four separate client goals: sustainable income, liquidity, accessibility and legacy. This report summarizes study findings and includes “planning points” to help readers interpret the study data.

Description: The author encourages the use of sound actuarial principles to develop reasonable retirement spending budgets instead of rule of thumb approaches commonly used.

Description: Digests of following discussions: 1. Mutual life insurance companies - their objectives and operating philosophy 2. State, provincial, and municipal employee pension plans - financing and other problems 3. Mortality and underwriting of individual policies for large amounts 4. Investing during the 1970's 5. Long-range viability and regulation of corporate pension plans 6. Forecasting the environment for business 7. Liabilities and surplus in the 1970's 8. Changing modes of family life - work and income over the life cycle 9. The role of the actuary in collective bargaining 10. Health insurance in the United States 11. Adjusted earnings

Description: Introduction and table of contents of essay collection.

Description: Highlights and discussion of "Stretching the Corridor: The Effects of Extended Rate Stabilization on Defined Benefit Plan Funding Requirements." The report, produced by the SOA Data-drive In-House Research function, analyzed the effects of extending the pension funding stabilization provisions that were implemented with MAP-21 in 2012.

Description: From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee on Post-Retirement Needs and Risks, which focuses on understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market consumer profiles, managing post-retirement risks, surveys and studies.

Description: Diverse Risks 2016 Call for Essays

Description: To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to.

Description: Fact sheet providing summary of statistics on MAP-21 pension funding stabilization in 2012