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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 ...- 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
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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 ...- 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
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Retirement Plans
plans; and (3) retirement annuity policies for direct purchase on a nontransferable basis. Some sort ... than a plan involv- ing a trust agreement or the direct purchase of nontransferable annuities. We feel ...- Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
- Date: Jan 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Design and Mechanics of Pension Plans
questions? c) Deposit administration guarantees? d) Direct-rated contracts--IPG and its modifications? e) ... There is an increasing trend toward the use of direct-rated contracts, usually including separate-account ...- Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Current Pension Fund Issues
to the value of those unfunded benefits. The primary actuarial consideration in evaluating such a proposal ... themselves out of business due to loss of their primary customers. 2. If the turbine engine changes the ...- Authors: James A Attwood, Laurence E Coward, Howard Young, JOHN H MILLER
- Date: Oct 1965
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
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Retirement Plans for Self-Employed
legislation? What methods have been developed to take care of the varying amounts of premium exemption year ... the company must obtain from the policyholder a direct request that his contract be registered and an ...- Authors: Society of Actuaries
- Date: Oct 1957
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
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General
to get something for nothing should not be the primary motive in the marketing of life insur- ance. ... each prospect, there would not be many who would care to take a gamble on the bank loan plan. Rather ...- Authors: Society of Actuaries, Bertram N Pike, Joseph C Sibigtroth, JAMES TIMOTHY PHILLIPS, Charles G. Groeschell, Louis Levinson, E M McConney, William J November, Henry F Rood, Dennis N Warters, Elgin G Fassel, Manuel R. Cueto, Frederic P Chapman, Donald M Ellis
- Date: Jun 1953
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Pensions & Retirement>Plan design
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Cash Withdrawal Right
Cash Withdrawal Right From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ ... MR. JOHN C. ARCHIBALD pointed out that the primary purpose of a retirement plan is to provide retirement ...- Authors: Raymond W Bender, Robert F Link, John C Archibald
- Date: Mar 1960
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Retirement Benefits for Home Office Employees
Retirement Benefits for Home Office Employees This discussion on retirement benefits looks at ... single employees, the pension, including the OASI primary insurance amount, is a life annuity determined ...- Authors: Society of Actuaries, William F Lumsden, Gardner F. Knight, James G Bruce
- Date: Jun 1953
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retiree medical
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Life Insurance Company Pension Plans
Life Insurance Company Pension Plans This discussion looks at changes made in life insurance company ... date. Under this situation the company has more direct control and can make better estimates of future ...- Authors: Society of Actuaries
- Date: Jun 1952
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design