Description: This presentation helps you prepare for the 1996 filing seasons and anticipate any additional information needs by reviewing the 1996 Schedule B. From the Record of the Society of Actuaries, Vol. 23, No. 1.

Description: Argues that defined benefit plans do a much better job than 401ks in providing lifetime retirement income and points out other drawbacks of corporations switching plan types.

Description: This is a panel discussion session on pension products focusing on markets, distribution systems and differing viewpoints on products. From Record of Society of Actuaries Vol. 9, No. 1

Description: Enterprise risk management (ERM) needs to be seen in perspective of other management priorities and is not first in the hierarchy of corporate needs.

Description: This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary responsibitlity with respect to pensions, policy loan interest rate and credit insurance issues.

Description: Practitioners in the pension field have come to recognize that there are four broad sub-specialties: small plans also known as tax-shelters, larger corporate plans, governmental plans, and Taft-Hartley jointly trusteed programs. Knowledge and even expertise in one specialty is not necessarily transferable to the others.

Description: Article The Pensions Scene In Canada by Ezra in The Actuary, September 1978, Volume 12, Number 7

Description: This article discusses funding flat-benefit pensions and suggests steps to address what will likely be a future underfunded plan.

Description: Eric Friedman’s comments on ‘The Case for Stochastic Present Values,” by Dimitry Mindlin