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  • Women's Retirement Challenges
    Women's Retirement Challenges The current state of retirement security in the United States is a national ... Linda K. Stone is an actuary and advocate for women’s retirement security. She is active in the SOA Committee ...
    • 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
  • Don't Let Disability Derail Retirement Security
    disability benefits embedded within DC plans in the U.S., from an ERISA regulatory standpoint. Retirement ... job(s) in order to care for the disabled family member at the same time as the disabled employee’s medical ...
    • 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
  • Insights into Social Security Claiming
    a guaranteed, lifetime and inflation adjusted annuity. Think of delaying your Social Security benefit ... be leaving tens of thousands of dollars on the table if they claim their benefits too early. Also, many ...
    • Authors: Sharon Lacy
    • Date: May 2013
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
  • 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
  • Comments on "report on communicating the Financial Health of Public Pension Plans"
    Comments on "report on communicating the Financial Health of Public Pension Plans" ... Pension Plans" Responding to Sandy Mackenzie's "Report", these comments primarily suggest ...

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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
  • Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value
    money market plus 75 bps. I have used the Barclay’s U.S. Government 1-3 Index returns less 20 bps to approximate ... 50% 2.00% 1.50% 1.00% 0.50% 0.00% Re tu rn s Volatility 5 Years FDIC Product MMF Stable Value ...

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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
  • Oh, No! Not Another Government Program
    be viewed as the risk that benefit claims on annuity products exceed what has been reserved on account ... be paid as promised. Having the backing of the U.S. federal government is the single most secure ap‑ ...

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    • Authors: Mark Shemtob
    • Date: Sep 2016
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks; 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" ... Pension Plans" Responding to Sandy Mackenzie's "Report", these comments primarily suggest ...

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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
  • Texas PRB Guidelines for Actuarial Soundness and Recent GASB Changes
    article discusses the Texas Pension Review Board's Guidelines for Actuarial Soundness applicable to Texas ... public retirement systems (including the system's amortization period), and how these guidelines are ...

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    • Authors: Daniel P Moore
    • Date: May 2014
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans