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  • Thinking about the Future of Retirement
    Thinking about the Future of Retirement Discusses ... key issues to improve the retirement system in the U.S. in a primarily defined contribution environment ...

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    • Authors: Anna M Rappaport
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • The Pension Forum, January 2017 - Editor’s Intro
    The Pension Forum, January 2017 - Editor’s Intro Introduction to the January 2017 issue of The Pension ...

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    • Authors: Philip McCaulay
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Risk management
  • The Pension Forum, January 2017
    Martin McCaulay, FSA, EA, is an actuary for the U.S. Department of Energy in Washington, D.C. 1 ... that “Global Equities” includes both U.S. as well as non- U.S. equities. The category “Other” is meant ...

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    • Authors: Society of Actuaries
    • Date: Jan 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Risk management
  • What is Required to Improve Retirement Income Security?
    use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • IRC Section 415 e
    limitation years beginning on or after January 1, 2000. Newly-issued IRS guidance, in the form of Notice ... failure to modify plan provisions prior to January 1, 2000 may create an unexpected expense for the sponsor ...

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    • Authors: Beverly Rose
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Pension Section News
    Pension ... Needs and Risks Pension Section NewsISSUE 8 7 S E P T E M B E R 2 0 1 5 2 | SEPTEMBER ... were seated at a table at the front. Each person testify- ing was invited to a table facing the ASB ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Introducing Funding Longevity Task Force
    leap, flew to San Diego, and just sat around a table to discuss their emerging interest in the role of ... will any other mortgage. Source: The 4 Nevers. (2000). Giordano The initial credit capacity is based ...

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    • Authors: Shelley Giordano
    • Date: Feb 2017
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News