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Retirement Plan Preferences Survey
Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...- Authors: Society of Actuaries
- Date: Jan 2004
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts
Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...- Authors: Society of Actuaries
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design
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Retirement Plans for Self-Employed
Retirement Plans for Self-Employed This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in ...- Authors: Society of Actuaries
- Date: Oct 1957
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
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Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change”
Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change” Report on the proceedings of the 2010 Long Term Care Think Tank Session, whose goals were to discuss the major issues and ...- Authors: Society of Actuaries
- Date: Mar 2010
- Competency: Communication; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Topics: Actuarial Profession>Professional associations; Economics>Health economics; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design; Public Policy
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A Tale of Two Pension Plans Fast Facts
A Tale of Two Pension Plans Fast Facts Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective. pension plan risk, pension ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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General
General This general discussion focused on: A. The increase on maximum limits on single premiums accepted based on investment conditions, B. Steps a smaller company might take to meet ...- Authors: Society of Actuaries, Bertram N Pike, Joseph C Sibigtroth, JAMES TIMOTHY PHILLIPS, Charles G. Groeschell, Louis Levinson, E M McConney, William J November, Henry F Rood, Dennis N Warters, Elgin G Fassel, Manuel R. Cueto, Frederic P Chapman, Donald M Ellis
- Date: Jun 1953
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Pensions & Retirement>Plan design
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Optimizing Retirement Income Fast Facts
Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Diverse Risks 2016 Call for Essays
Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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Chapter 4: Actuarial Issues
Chapter 4: Actuarial Issues Chapter 4 discusses a range of actuarial issues associated with DROPs. From Design and Actuarial Aspects of Deferred Retirement Option Programs, M-RS03-2.- Authors: Society of Actuaries
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World - Appendix
Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World - Appendix Appendix of tables related to ...- Authors: Society of Actuaries
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks