Description: This paper is a follow-up to the papers in the January and April 2005 editions of the Pension Forum, which focused on the interest assumptions to be used in pension funding. This paper focuses on the other assumptions used to calculate pension liabilities—mortality, early retirement and expense. From Pension Section News, April 2006, No. 61.

Description: In the U.S. in the late 1980’s, the Internal Revenue Service was taking steps to try to institute explicit boundaries for the actuarial assumptions being used in 'funding' valuations to determine the appropriate contribution levels for small pension plans. This article was written in the context of that environment, to defend the rights of actuaries to their professional judgement. The courts eventually supported this perspective.

Description: SOA’s recently completed research project related to long term projects of health care cost trends for use in post retirement medical valuations.

Description: This article highlights the value of Enterprise Risk Management to an organization and provides a link for more information about the CERA credential. From the Pension Section News, September 2008, Issue No. 68.

Description: The SOA hosted the 2009 Public Pension Finance Symposium in Chicago, May 18–19 2009. Tom Lowman provides us with a short and insightful summary of each session from the symposium.

Description: Andy provides a succinct summary of activities that he, the council and many other engaged parties have undertaken this past year with regard to the now firmly established Retirement 20/20 initiative, including links to working drafts of papers submitted and presentations made at June’s Retirement 20/20: New Designs for a New Century conference held in Washington, D.C.

Description: Josh summarizes key findings distilled from last year’s Pension Section Survey, and reports on a fifteen-item action plan that was ratified by the Pension Section Council in February for near-term implementation.

Description: Table 2 for 2009 Pension Section Survey: Update and Action Plan showing the Pension Section's plans for continuing education and the expected timeframe

Description: Anna Rappaport provides her usual highly-stimulating and thought-provoking summaries of ideas that she has heard and generated during some of her most recent expeditions to various Conferences, Meetings, Roundtables, Symposia and Retreats that deal with a wide variety of retirement and old age security related issues.

Description: In this article, the chairperson recaps what the section has been doing over the last three months. Items include development of a plan for organizing and promoting the retirement research, supporting the SOA's Rapid Retirement Research Initiative and developing a plan termination symposium. From Pension Section News, October 2011, Issue No. 75.