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  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline

    Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
    • Date: Jul 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Variable Payout Annuities

    Variable Payout Annuities In this paper, the authors assess the value of a GSA-type annuity within a retiree's portfolio. Variable annuities;Group Self Annuitization Scheme (GSA) ;Plan ...

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    • Authors: Phelim Boyle, Mary Hardy, Anne MacKay, David Morris Saunders
    • Date: Dec 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Case Study: Quantifying Healthcare Industry Adverse Disruptors

    Case Study: Quantifying Healthcare Industry Adverse Disruptors Submission components, format and considerations. Health risks 6442465843 2/12/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge; Leadership>Mentoring; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Competencies; Health & Disability>Health risks
  • Questions for three market segments

    Questions for three market segments The Marketing and Distribution Section initiated a multi-phase research effort to better understand the middle market for life insurance and to identify ...

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    • Authors: Walter H Zultowski
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • U.S. Historical Population Mortality Rates 2000-2014

    U.S. Historical Population Mortality Rates 2000-2014 U.S. population mortality rates by gender and single year of age for calendar years 2000-2014. To develop these rates, the SOA relied upon ...

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    • Authors: Society of Actuaries
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Demography>Population data; Experience Studies & Data>Mortality
  • E2B-46-92 Contributory Pension Plans After OBRA 89

    E2B-46-92 Contributory Pension Plans After OBRA 89 This study note discusses the calculations that are required for any plan with employee contributions remaining. N/A; 6335 1/1/1992 12:00:00 AM ...

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    • Authors: Application Administrator
    • Date: Jan 1992
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Fall 2009 Exam Case Study - Course DP Retirement - US

    Fall 2009 Exam Case Study - Course DP Retirement - US This is the November 2009 Exam DP-RU which covers retirement benefits from the Design and Pricing perspective for the United States. Pension ...

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    • Authors: Society of Actuaries
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Marketing Tips for Actuarial Club Events

    Marketing Tips for Actuarial Club Events Marketing tips for actuarial clubs to market their events including the use of social networking websites. N/A; 19748 8/1/2011 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession
  • Grade Your Presentations

    Grade Your Presentations This is a template for use in grading your persentations with a scoring key to measure your effectiveness. N/A; 6856 1/12/2007 12:00:00 AM ...

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    • Authors: Stuart Klugman
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession>Professional development
  • Making Financial Economic Sense of the Future?

    Making Financial Economic Sense of the Future? Neil Brougham, chairman of the CPD Committee, welcomes the new certificate in practical financial economics CPFE. Financial economics; 6908 5/1/2004 ...

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    • Authors: Neil Brougham
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Professional development