Announcement: SOA congratulates the new FSAs, ASAs and CERAs for July 2021.

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  • 2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care
    The Link between Retirement Security and Long-Term Care This article summarizes the presentations by the ... Long-Term Care." American Academy of Actuaries=AAA;Dynamic simulation models;Long-term care insura ...

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    • Authors: John Cutler
    • Date: Apr 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Health & Disability>Public financing - Health & Disability; Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Modeling & Statistical Methods>Dynamic simulation models; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy; Public Policy; Social Insurance>Medicaid; Social Insurance>Medicare
  • Risk Strategies Pertaining to the Many and Diverse Risks Found in Retirement
    decumulation strategies for retirement and (3) long-term care financing. The important essays from that exercise ... plans;Retirement rates;Pension benefits;Long-term care insurance 6442469093 5/1/2016 12:00:00 AM ...

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    • Authors: John Cutler
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • The Old-Age Crisis - Actuarial Opportunities - The 1996 Bowles Symposium, Chapter 7: The Changing Social Contract - Implications for Financial Security Systems
    the part of employees that the company would take care of them, often without a very clear definition of ... Then, in the 1970s with the growth of health care costs and the emergence of global competition, ...

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    • Authors: Anna M Rappaport
    • Date: Jan 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans
  • Late Breaking Developments in Retirement
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... replicate the PBGC’s methodology • Why you might care: • Some plans (relatively few, per the PBGC) use ...

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    • Authors: Tonya Manning, Steven Siegel, Kent Mason
    • Date: Nov 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans
  • Envisioning Pensions In The 21st Century
    forte as they lobby for mandated access to health care and reform. Anna Rappaport is a managing director ... balance. Participants also have the option to direct the investment of their account. The favorable ...

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    • Authors: Donald S Grubbs, Norman L Jones, Anna M Rappaport
    • Date: Mar 1995
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Private sector plans
  • In the Beginninng...How does ERISA Apply to Annuities
    investment advice for a fee or other compensation, direct or indirect, or has any authority or responsibility ... invest- ment advisers to assist. But the plan’s primary service provider (e.g., the “recordkeeper” or ...

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    • Authors: Michael L Hadley
    • Date: Mar 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
  • Book Reviews and Notices
    is my hope and expectation that he will assume primary responsibility for future editions of the book ... digested only those items that appear to be of direct interest to members of the Society of Actuaries ...

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    • Authors: Society of Actuaries, Geoffrey Crofts
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Pensions & Retirement>Private sector plans
  • Employee Benefit Design for Small Groups
    FSA, present their comments first. Mr. Wain will direct his discussion to pen- sion plans for small employers ... ably be expected to select superior risks. The primary emphasis, then, should be directed toward not underwriting ...

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    • Authors: Application Administrator, Alan M Thaler, Christopher H Wain
    • Date: Oct 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Life Insurance>Group plans - Life Insurance; Pensions & Retirement>Private sector plans
  • Tax-Deferred Retirement Saving in Canada
    total compensation cost. An employer who wants to direct part of an employee’s total compensation toward ... during retirement is to arrange for retiree health care costs to be paid or reimbursed through an employer ...

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    • Authors: Society of Actuaries
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Private sector plans
  • Transcript Session 2C: Impact of Aging
    Singapore is part of a foundation that provides direct services to older people in the community. DAVID ... Yeah, after the pilot testing of the SCOPE [Self Care on Health for Older People] Program from 2011 ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: Communication; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy