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  • funding-opeb-programs

    Actuarial funding of OPEB plans is primarily a public sector phenomenon due to the different regulations and tax laws that impact private sector organizations in the US. OPEB funding started to ...

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    • Date: Apr 2025
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement
  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax

    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Why Glide Paths Should Evolve

    Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...

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    • Authors: Dimitry D Mindlin
    • Date: Jun 2022
    • Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
  • 2025-funding-opeb-programs

    Actuarial funding of OPEB plans is primarily a public sector phenomenon due to the different regulations and tax laws that impact private sector organizations in the US. OPEB funding started to ...

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    • Date: Apr 2025
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement
  • 2024-china-symposium

    Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • Innovative Volatility-Targeting Strategies for Lifetime Pension Pools

    Innovative Volatility-Targeting Strategies for Lifetime Pension Pools Lifetime pension pools convert a lump sum into lifelong income, periodically adjusting benefit payouts based on mortality and ...

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    • Authors: Jean-Francois Begin , Barbara Sanders
    • Date: Sep 2024
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management