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  • Retirement: Choosing Between Bismarck and Copernicus
    approach to retirement results in wasting the human capital of retirees. We should concentrate, instead ... allowing our clients to use their human capital to the fullest extent possible, and structure retirement ...

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    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News; Risk Management
    • Topics: Annuities>Product development - Annuities; Pensions & Retirement>Plan design; Public Policy
  • Focusing on Measuring Benefits Adequacy: New insights for actuaries
    provides a summary of issues for actuaries, findings and implications of the Society of Actuaries Study ... Study, “Measures of Benefit Adequacy: Which, Why, for Whom and How Much.” ;; Cash flow testing; Pension benefits; ...
    • Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
    • Date: May 2013
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • The Changing Retirement Landscape
    The Changing Retirement Landscape The authors present the myriad of issues affecting an individuals ... phased retirement programs in this evolving area of human resources management. Phased retirement;Retirement ...

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    • Authors: Anna M Rappaport, Robert L Clark
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • May 2016 - Pension Section News
    May 2016 - Pension Section News May 2016 issue of Pension Section News hybrid pension plans;retirement ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • Observations on our Observations
    value of assets; Pension plan assets; Pension valuation By Joseph J. Silvestri Following the release ... release of our first Rapid Retirement Research report, The Rising Tide of Pension Contributions, the SOA decided ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • Lump Sums and Benefit Adequacy
    Lump Sums and Benefit Adequacy The article outlines the pros and cons of providing lump sums in defined ... defined benefit plans both for the participant and the employer. Retirement assets need to be used effectively ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2001
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage ... Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create liquidity without ...

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    • Authors: Jack Towarnicky
    • Date: Sep 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Implications of Demographic and Family Change RIDFC
    Implications of Demographic and Family Change RIDFC This article summarizes participant responses from the Retirement ... Retirement Implications of Demographic and Family Change project. Demographics;Pension benefits; 10304 ...

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    • Authors: Karen Gentilcore
    • Date: Feb 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose?
    presents the findings of an Urban Institute study sponsored by the Pension Section and the Actuarial ... Actuarial Foundation examining the election of joint and survivor annuities by married adults. From Pension ...

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    • Authors: Richard W Johnson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The Third Way: Building New Retirement Systems
    The Third Way: Building New Retirement Systems This article discusses building new retirement systems ... article published in the Economist, 'Actuaries and the pensions crunch: When the spinning stops,' ...

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    • Authors: Emily Kessler
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks