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  • Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 2: A History of Pension Systems in Mexico - Pre-Hispanic to Present
    Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 2: A History of Pension Systems in Mexico - Pre-Hispanic to Present Chapter 2 examines the ...

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    • Authors: Tapen Sinha
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Public Policy
  • Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 8: Pension Fund Management in Mexico
    Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 8: Pension Fund Management in Mexico Chapter 8 describes the behavior of the AFOREs, how the ...

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    • Authors: Tapen Sinha
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Public Policy
  • Retirement Implications of Demographic and Family Change Symposium Monograph: The Pattern and Consequence of Survivorship Provisions in Public Retirement Plans: Comparison of Britain, U.S., and Germany - Tables
    Retirement Implications of Demographic and Family Change Symposium Monograph: The Pattern and Consequence of Survivorship Provisions in Public Retirement Plans: Comparison of Britain, U.S., and ...

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    • Authors: Society of Actuaries
    • Date: Jul 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Global Perspectives; Pensions & Retirement>Retirement risks; Public Policy
  • Future Of Retirement Income Plans
    Future Of Retirement Income Plans This session from the 1984 SOA Atlanta Meeting covers the long-term future of retirement programs including trends in plan design, changing patterns in the work ...

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    • Authors: Linda M Kahn, R David Parsons, Joe W Sullivan, Russell W Thurau, Joseph R Zatto
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Retirement Plans for Self-Employed
    Retirement Plans for Self-Employed This discussion on retirement plans for the self-employed reviews encouragement given to plans through tax relief resulting in their more widespread use in ...

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    • 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
  • Employee Benefit Plans – Group Annuity Federal Disclosure Act Reports
    Employee Benefit Plans – Group Annuity Federal Disclosure Act Reports From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses the effects of the ...

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    • Authors: Philip D Anderson, Shepherd M Holcombe, Charles D Williams, Aubrey White
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Public Policy
  • Planning Today for Tomorrow’s Retirement
    Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system tools have potential to achieve financially secure retirement and lists options for system ...

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    • Authors: Zenaida Samaniego
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy; Social Insurance
  • Tax Considerations in a Mandatory Universal Pension System
    Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations in a Mandatory Universal Pension System. Individual retirement accounts=IRA;Pension ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Retirement and Retirement Ages in Canada Revisited
    Retirement and Retirement Ages in Canada Revisited This paper addresses some of the issues arising from the combination of lower birth rates and increasing life expectancy, which have become more ...

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    • Authors: Brian L Burnell
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Public Policy