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
  • 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
  • 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
  • Small Pension Plans
    lives. MR. JOSEPH R. MACAULAY: PLAN DESIGN My primary purpose here is to talk about the handling of small ... Within the salary based pension plans there are two primary breakdowns: the career average salary - annually ...

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    • Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
    • Date: May 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Pension Plan Administration
    benefit calculations, but the client would take care of everything else. There are more than three options ... clients’ address changes, tax selection changes, and direct deposit changes occurring throughout the year.

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    • Authors: John F Kalnberg, Curtis Morgan, Andrea Luallen Egg
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • Design Of Integrated Retirement Plans
    Recognizing that the age of entitlement to I00_ of the primary insurance amount is going to increase to age 67 ... rates, starting with the rates generated by the primary Social Security benefit. Comparing this curve of ...

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    • Authors: Barnet N Berin, Michael J Cellini, Ruth S Dollinger, Stephen Ohanian, Donald Segal
    • Date: May 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Social Security Integration Under TRA 1986
    in the same moldy drawer. Maybe it was well taken care of, but it hadn't been moved one inch. Now this ... introduced in a major way to effectively prohibit Primary Insurance Amount (PIA) offsets in the standard ...

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    • Authors: Judith E Latta, Edward W Maroni, Troy Barker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Public Policy