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  • A View from the SOA's Staff Fellow for Retirement

    A View from the SOA's Staff Fellow for Retirement Overview of recent research and CPD sessions of interest to pension actuaries Retirement plans;Multi-employer plans;Defined contribution ...

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    • Authors: Andrew Peterson
    • Date: Feb 2016
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Professional development; Pensions & Retirement

  • Expected Geometric Returns

    Expected Geometric Returns The article has formulas for calculating the geometric return of a portfolio using the arithmetic return and the variance Asset modeling;Return on investment;risk ...

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    • Authors: Philip McCaulay
    • Date: May 2016
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management

  • A View from the SOA's Staff Fellow for Retiremen

    A View from the SOA's Staff Fellow for Retiremen Column describing shifting paradigm for retirement plan design in North America that highlights recent SOA research project on Target ...

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    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design

  • Perspectives from Anna

    Perspectives from Anna Provides insights into learnings from the work of the Committee on Post-retirement Needs and Risks and describes new projects in 2016. Defined contribution ;Public attitude ...

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    • Authors: Anna M Rappaport
    • Date: May 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Demography>Population data; Pensions & Retirement>Defined contribution and 401k plans

  • Defined Benefit Pension Plans: Gaining Definition and Clarity Through Technology

    Defined Benefit Pension Plans: Gaining Definition and Clarity Through Technology Technological innovations are disrupting traditional business models, improving products, and enhancing the user ...

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    • Authors: David Cantor
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Risk management; Technology & Applications>Analytics and informatics

  • Getting Employees to Improve Their Financial Management: An Interview with Liz Davidson

    Getting Employees to Improve Their Financial Management: An Interview with Liz Davidson Interview with Liz Davidson, Founder and CEO of Financial Finesse. Pension policy;Retirement ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy

  • Diverse Perspectives on the 2017 Living to 100 Symposium

    Diverse Perspectives on the 2017 Living to 100 Symposium Interviews with several people about Living to 100 meant for them and their specialty. Includes financial planner, regulator, health and ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Pension Section News
    • Topics: Demography>Longevity

  • Insights into Social Security Claiming

    Insights into Social Security Claiming What are the key issues and options? ; By Sharon Lacy A comment from Anna Rappaport: For many Americans, Social Security claiming is a critical retirement ...
    • Authors: Sharon Lacy
    • Date: May 2013
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News

  • A View from the SOA's Staff Fellow for Retirement

    A View from the SOA's Staff Fellow for Retirement Andy Peterson provides for interesting insights from the recent SOA Investment Symposium. ;; Data mining=Big data; Investment strategy By ...
    • Authors: Andrew Peterson
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments

  • Employer Costs for Employee Compensation

    Employer Costs for Employee Compensation DOL’s Bureau of Labor Statistics latest statistics. Health care costs;Life insurance;Defined benefit plans;Defined contribution plans By Martin McCaulay ...
    • Authors: Philip McCaulay
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans
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