Description: The study of Employee Benefits has always been aided by using financial algorithms. During recent semesters, the Lotus 1-2-3 package Lotus has been introduced to students due to the explosion of its use in the business community. This paper will show how our students use Lotus to design a spreadsheet for computing minimum annual distributions from tax-sheltered plans.

Description: This is the Introductory Study Note for the Society of Actuaries Retirement Benefits-Company/Sponsor Perspective examination for Spring 2012 that will be given on Friday, April 27th, from 8:30 a.m. –1:15 p.m.

Description: This instructional session occurred at the 1980 SOA Spring Meeting in Minneapolis. The topic was pension plan design for small U.S. pension plans 1-49 lives. From Record of Society of Actuaries, Vol. 6, No. 2.

Description: This article is about how the new Flexible Education System - FES -will better meet the basic education needs of pension actuaries, particularly consultants.

Description: This article is about the Society of Actuaries' Education and Examination Research Paper Committee awarding 30 Fellowship credits to Krzysztof M. Ostaszewski, Ph.D., ASA, for his paper, 'Macroeconomic Aspects of Private Retirement Programs.' This is the twelfth such paper approved for Fellowship credit under the SOA’s Future Education Methods program. The paper analyzes possible macroeconomic factors contributing to the decline in the use of defined benefit plans and proposes an alternative hypothesis for the cause of the decline.

Description: 2015 accomplishments of the Investment Section of the Society of Actuaries.

Description: This is the Introductory Study Note for the Society of Actuaries Retirement Benefits-DP, Canada, examination for Spring 2012 that will be given on Thursday, April 26th, from 8:30 a.m.–11:45 a.m. and 1:30p.m.–4:45pm.

Description: The purpose of this paper is to sketch the mathematical functions which are needed in valuing the benefits of a self-insured plan, and to study certain problems that arise in connection with the valuation of these plans. From Transactions of Society of Actuaries 1950, Vol. 2, No. 2.

Description: This article discusses the agenda of the Retirement Needs Framework Conference to be held on Dec. 10-11, 1998 in Orlando, FL. The conference is intended for employee benefit managers and consultants, policy analysts, financial planners, product designers at insurers, mutual funds and banks offering products to help finance retirement, academics, and any professional interested in the issues surrounding retirement costs.

Description: Table 1 for 2009 Pension Section Survey: Update and Action Plan showing types of research being done by the Pension Section Council and their time frame