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  • 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
  • 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
  • Don't Let Disability Derail Retirement Security
    Disability Derail Retirement Security Learn more about the conceptual and regulatory issues involved in providing ... disability benefits embedded within DC plans in the U.S., from an ERISA regulatory standpoint. Retirement ...
    • Authors: Anna M Rappaport
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Comments on "report on communicating the Financial Health of Public Pension Plans"
    Comments on "report on communicating the Financial Health of Public Pension Plans" ... Comments on "report on communicating the Financial Health of Public Pension Plans" Responding ...

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    • Authors: Daniel P Moore
    • Date: Jan 2017
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Public sector plans; Public Policy
  • Comments on "report on communicating the Financial Health of Public Pension Plans"
    Comments on "report on communicating the Financial Health of Public Pension Plans" ... Comments on "report on communicating the Financial Health of Public Pension Plans" Responding ...

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    • Authors: William R Hallmark
    • Date: Jan 2017
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Public sector plans; Public Policy
  • The Feel Free Retirement Spending Strategy
    The Feel Free Retirement Spending Strategy The "feel free" strategy helps retirees understand ... want. The approach is very simple - divide your age by 20 and feel free to spend that percentage of your ...

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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
  • Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value
    Principles of DC Option Selection Prove Optimality of Stable Value The article compares the return characteristics ... characteristics, return, volatility, and correlation, to that of other possible selections as a DC safe option. It ...

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    • Authors: Paul Donahue
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • Women's Retirement Challenges
    Women's Retirement Challenges The current state of retirement security in the United States is a national ... is active in the SOA Committee on Post-Retirement Needs and Risks and previously was the East Region Retirement ...
    • Authors: Linda Stone
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy; Social Insurance>Social Security
  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    Better Manage Retirement Finances The author encourages the use of sound actuarial principles to develop ... spending budgets instead of rule of thumb approaches commonly used. Allocation of capital;Alternative c ...

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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
  • Insights into Social Security Claiming
    Insights into Social Security Claiming What are the key issues and options? ; By Sharon Lacy A comment ... Americans do not understand the issues. I was delighted to meet Sharon Lacy at the 2012 Financial Planning ...
    • Authors: Sharon Lacy
    • Date: May 2013
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News