Announcement: SOA releases passing candidate numbers for May 2021 Exam SRM.

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  • Group Developments in the 1980's - Various Perspectives
    Group Developments in the 1980's - Various Perspectives This is a panel discussion ... Cafeteria benefit plans;Group health plans;Health care costs;Inflation;Post-employment benefits=OPEB=Other ...

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    • Authors: Michael J Gulotta, Robert A Hall, Stanley L Olds, Carson Beadle
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Pensions & Retirement>Plan design
  • Phased Retirement
    introduce in stages the departure from one's primary occupation or active working life, while maintaining ... to be a reason—caregiving both for elder care and child care, perhaps grandchildren or great-grandchildren ...

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    • Authors: John F Kalnberg, Valerie A Paganelli
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Retirement Age Issues, Trends And Assumptions
    rate is defined here as the ratio of the average primary insurance amount for the first 12 months of entitlement ... normal retirement age is being discussed as the most direct, if not the most acceptable, solution. Increasing ...

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    • Authors: Edward I Farb, Stephen Goss, John C Hickey, Thomas M Malloy
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
  • Pension Plan Design for Small Plans - U.S.
    Ancillary benefit provisions MR. PATRICK WELSH: The primary purpose of this session is to discuss the _ design ... associated with defined contribution plans. The primary advantage of a defined benefit plan is that its ...

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    • Authors: William A Barrett, Patrick Welsh
    • Date: Jun 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
  • General
    would attend those sessions which would be of primary interest to him, thus reducing the number in attendance ... discussing section C, stated that the number of direct Ordinary policyholders on whose lives his company ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Session 119PD: Designing a Retirement Program: A Sponsor Perspective
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... turned out... Some say it wasn’t designed to be a primary retirement tool …” Headline: “Corporate pension ...

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    • Authors: Arthur Charles Rains-McNally, Thomas Perko, Julie Curtis, William Branch
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Managing Employer Risk in Defined Contribution Plans
    a government-funded organization in the health care area. I'll introduce two other panelists who ... want to talk about some things that will be of direct interest to you in your work, and we hope you'll ...

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    • Authors: C. Genno, Michael Methlie, Jeff Miller
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • Preferences Survey
    defined contribu- tion plans. Lifetime income is a primary concern for retirees. • 82 percent of retirees ... 38% Immediate access to information 40% 44% 38% Direct investment choices 39% 51% 28% Base benefit on ...

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    • Authors: Emily Kessler
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Recent Trends in Retirement Benefits Design
    an account manager at Watson Wyatt. Dave has primary responsibilities for Watson and Wyatt's relationship ... seeing health-care costs take off again as they did really before the introduction of managed care, particularly ...

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    • Authors: Mary Hardiman Adams, David W Riddell, Paul J Rusin
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Final-Pay Pension Plans
    larger companies. This has taken the form of a direct final-pay approach in most instances, but in a ... in which the financial commitment stays under direct control. In those cases in which a smaller employer ...

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    • Authors: James L Clare, James A Curtis, Kenneth K Keene, Robert F Link, Robert J Myers, David Yanis, Blackburn H Hazlehurst
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design