Description: 1992 SOA Regional Meeting, Chicago. This session covered cash-balance plans and age-weighted profit-sharing plans, which were the hottest products in 1992 in the pension arena. Areas covered included their primary attractions, legal concerns, and funding issues.

Description: This far-ranging discussion of health insurance and employee pensions discussed expansion of health insurance plans to encompass the additional forms of medical care and treatment, intercompany studies of mortality and morbidity, accidental death coverage are written on a twenty-four-hour basis or as travel accident, dental care insurance, survivorship benefits, employer-sponsored death benefits incorporated into qualified pension plans, and other topics. From Transactions of Society of Actuaries 1963, Vol 15 Pt. 2

Description: 1993 SOA Annual Meeting, New York. This session is about status of new mortality table developments in the pension arena, impact of new mortality tables on annuity valuations, and the effect of new mortality tables on defined-benefit plan minimum funding and pension expensing.

Description: This presentation form the Spring 1976 SOA Meeting covers practical considerations in providing services under insured pension plans session. Topics included: Organization of a Servicing Operation, Scope of Services, Commissions and Fees, Enrolled Actuary Certification and Outside Vendors.

Description: This panel discussion from the 1977 SOA Meeting examines the growing magnitude and scope of pension services to clients.This panel discussion from the 1977 SOA Meeting focuses on the growing magnitude and scope of pension services to clients including pension plan investments, funding methods, plan administration, and new services that may be provided in the future.

Description: This session at the SOA 1990 Dallas Spring Meeting discusses the effects of a merger or acquisition on employee benefit programs from actuarial and legal viewpoints.

Description: The so-called pension max life insurance marketing concept is generating a great deal of excitement among life insurance marketers. It's also received some skeptical reviews in the popular news media, the most recent being a Newsweek article by Jane Bryant Quinn in the April 4, 1994 issue. The marketing concept calls for electing an unreduced pension, that is, maximizing the pension, in lieu of electing a reduced contingent annuity [CA] or joint and survivor [J&S] option. Further, the marketing concept calls for the purchase of life insurance on the employee to substitute for the economic exposure created by not electing the CA or J&S option. Although the marketing concept is clear and simple, its economics continue to generate a great deal of discussion. This paper attempts to add some clarity to this issue. From Transactions of Society of Actuaries 1995, Vol. 47.

Description: This session from the 1976 Spring SOA Meeting is about current IRA and RRSP developments, products that proved successful, regulation problems that have developed, taxation problems, rollover problems, commissions on increases and competition from other financial institutions.

Description: This discussion at the SOA 1990 Dallas Spring Meeting is about small pension plans and issues unique to them including plan design, funding and IRS audits.

Description: This panel discussion looks at what a pension plan valuation report should contain and the valuation report as a consulting tool with the client/plan sponsor.