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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Annuities Versus Tontines in the 21st Century
Annuities ... 1 M. A. Milevsky’s primary affiliation is with the Schulich School of Business; ... York University in Toronto, Ontario, Canada. The primary contact (Milevsky) can be reached at milevsky@yorku ...- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Integration of Private Pension Plans with Social Security
disability, and death) as a percentage of the primary (retirement) benefit. Half of the cost of all ... equivalent to 83V~ percent of the employee's primary social security ben- efit, or 37~/,_ percent of ...- Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Pension Plans in an Inflationary Environment
the ability of the formula approach to provide a direct and predictable rela- tionship between anticipated ... retirement plans in relation to inflation is our primary consideration; sponsors will maintain defined benefit ...- Authors: Jeff Furnish
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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The Federal Employees' Retirement System Act of 1986
investments of a federal plan, and (5) employees could direct their own investments, e.g., among stocks, bonds ... he could support a plan allowing em- ployees to direct that funds be invested in the private sector. Devine ...- Authors: Richard Schreitmueller
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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The Total Career Benchmark Process-A First Step in Redefining Canadian Pension Plans
bureaucratic. The current underlying system has been the primary cause of the problems we now face. By establishing ... current system. Adequate pensions are obviously the primary goal of the threesome. Currently the very best ...- Authors: Thomas J Walker
- Date: May 2008
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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A Macro-Economic Indicator Of Age At Retirement
education, unemployment insurance and national health care, wealth is redistributed from the workers to the ... These weights are based on total payments for health care, education, unemployment transfers, and retirement ...- Authors: Robert Brown
- Date: Jan 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Plan design
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The Nature of the Pension “Promise”
The Nature of the Pension “Promise” This paper was the results of an invitation by the ... younger for those same two years of service. If the primary focus is on the older employees, this will clearly ...- Authors: Brian Arthur Jones
- Date: Jan 2008
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Variable Payout Annuities
the retiree incurs every year (housing and medical care, for example). This utility function is similar ... might not be enough money to pay for adequate health care. • There might not be enough money to pay for a ...- Authors: Phelim Boyle, Mary Hardy, Anne MacKay, David Morris Saunders
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved
Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application ... Uniservos for each run. A supervisor was required to direct the opera- tions and keep a detailed log of the ...- Authors: Edward H Friend, Robert J Myers, Frances E. Holberton
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Technology & Applications>Computer science