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  • Retirement Section News, June 2020, Issue 103

    Retirement Section News, June 2020, Issue 103 Read the June 2020 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the working ...

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    • Authors: Society of Actuaries
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Interviewing Past Retirement Section Chairs

    Interviewing Past Retirement Section Chairs The article summarizes the work of three past Retirement Section Chairs, what they did and what they are currently doing for the 100th Anniversary ...

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    • Authors: Faisal Siddiqi
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • A Workable Approach to Lifetime Income in DC Plans

    A Workable Approach to Lifetime Income in DC Plans This article offers insights about the United Technologies Corporation lifetime income approach and information on the design, administration ...

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    • Authors: Kevin T Hanney
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
  • An Interview with John Cutler and An Enhanced Social Security Annuity

    An Interview with John Cutler and An Enhanced Social Security Annuity Discusses help those who do not have enough quarters of work to qualify for Social Security. Pension policy;Retirement plans; ...

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    • Authors: John Cutler
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Perspectives from Anna: Evolution of Retirement and Risk Sharing Ideas

    Perspectives from Anna: Evolution of Retirement and Risk Sharing Ideas Provides perspective on how risk has been shared in a variety of retirement and insurance arrangements, and suggestions some ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Reforming Social Security: Lessons from Sweden

    Reforming Social Security: Lessons from Sweden An analysis of the revamped state sponsored retirement income pension gives insight into design and funding elements that might figure in reforming ...

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    • Authors: Paul Donahue
    • Date: Apr 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • Chairperson's Corner

    Chairperson's Corner Chairperson's welcome to the RS and thoughts about our future. By Hal Tepfer Retirement Section News, January 2023 Hello, Retirement Section Council members (and others ...

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    • Authors: Hal Tepfer
    • Date: Jan 2023
    • Competency: Leadership; Professional Values
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession; Pensions & Retirement
  • Written Statement On Mandated Disclosure for Retirement Plan

    Written Statement On Mandated Disclosure for Retirement Plan A reprint of testimony Carol Bogosian made to the ERISA Advisory Council providing guidance on employee disclosures based on SOA post ...

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    • Authors: Carol Bogosian
    • Date: Feb 2018
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
  • Integrating Home Equity & Retirement Savings: "Rule of 30"

    Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is shown to yield greater amount and sustainability of retirement income by coordinating draws from ...

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    • Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Portfolio management - Finance & Investments
  • We Can Build Better Retirement Products

    We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced in getting such products distributed.

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    • Authors: Joseph Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Retirement Section News
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance