Description: The abstract for the paper Pension Plan Life-Cycle Funding Approach.

Description: This paper reviews the life cycle of a typical pension plan, examines the issues relating to its funding, and proposes a new funding approach that tries to balance the various concerns. From The Future of Pension Plan Funding and Disclosure Monograph, M-RS05-1.

Description: Abstract for “Requirements to Make the Housing Asset a Viable Retirement Asset.” This paper examines the characteristics of an ideal product and the type of institution that would be well positioned to offer the ideal product which would allow a housing asset to be a viable retirement asset.

Description: Table from an articel in The Actuary Magazine entitled A Strategic Analysis of hte U.S. Life Insurance Industry Part II: Products.

Description: Results of the committee's 2006 Group Term Life Experience Study, based on experience data from 1999 through 2001. Experience included Death, Disability Waiver of Premium “Waiver”, and Accidental Death and Dismemberment “AD&D” benefits. Also, information is presented separately for Individually Billed versus Self-Administered business. Available pivot tables enable companies to perform their own analysis.

Description: Report on intercompany mortality experience by amount of insurance under standard individually written issues for policy years 2004-05 and excludes rated, converted, and other guaranteed or simplified issues. Policies in force under non-forfeiture provisions are also excluded.

Description: This is the sixth experience study conducted by the SOA’s Committee on Life Insurance Company Expenses on inter-company expenses. Contributions of individual life and annuity expense data were received from 27 US life insurance companies.

Description: Study of long-term disability [LTD] claim-termination experience for the calendar years 1997 through 2006.

Description: This is the sixth Intercompany Study of Long–Term Care Insurance. This report combines and analyzes data received from 35 insurers. Available data was collected on policies issued between January 1, 1984 and December 31, 2007. Claims incurred on policies during this same timeframe were followed from claim inception through the earlier of claim termination or June 30, 2008.

Description: The report presents the results of a survey on asset valuation methods for defined benefit plans. Information was provided on 9,670 pension plans, 9026 US plans, 612 Canadian plans, and 32 other plans. Fair market value is the frequently used method, especially for smaller plans.