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  • Optimal Retirement Age

    Optimal Retirement Age This paper provides some background about demography, health and retirement summarizes how current pension laws influence the design of pension plans and the timing of ...

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    • Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Pensions & Retirement>Plan design
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • 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
  • Retirement Plan Preferences Survey

    Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Session 178: Innovations in Reducing Pension Risk

    Session 178: Innovations in Reducing Pension Risk Risk-shared plan designs have been gaining significant popularity with employers and members in response to the shortcomings of traditional ...

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    • Authors: Robert Brown, Dani Goraichy, Derek Dobson
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Target benefit plan
  • Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts

    Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
  • Gradual Retirement: An Additional Option in Work and Retirement

    Gradual Retirement: An Additional Option in Work and Retirement This paper is concerned with the implications of demographic and labor force changes for work and retirement. It discusses the role ...

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    • Authors: Yung-Ping Chen, John C Scott
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Improving Pension Product Design

    Improving Pension Product Design This paper develops a pension product that can be offered in a defined contribution pension scheme as a deferred or immediate life annuity. 6442453312 2/1/2014 ...

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    • Authors: Agnieszka Konicz, John Michael Mulvey
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • What’s New in Germany—Understanding CTA and Pensionsfonds

    What’s New in Germany—Understanding CTA and Pensionsfonds In this article, the author talks about the pension environment and pension plans in Germany. Accounting standards;Defined benefit ...

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    • Authors: Raimund Rhiel
    • Date: Aug 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design