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  • DOL Fiduciary Regulation - Where are We Now?

    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation

  • Funding Defined Benefit Pension Schemes

    Funding Defined Benefit Pension Schemes This is a report on the Faculty meeting on 21 March regarding the funding of defined benefit pension schemes. Funding policy;Funding reform; 6926 5/1/2005 ...

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    • Authors: David Morton
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Funding

  • Asset Amounts Healthy Persons 65 Years of Age Who Will Need Care Must Have to be X% Certain not to Exhaust

    Asset Amounts Healthy Persons 65 Years of Age Who Will Need Care Must Have to be X% Certain not to Exhaust Table constructed from lifetime long-term care cost studies conducted by P.J. Eric ...

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    • Authors: P J Stallard
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Long-term Care; Pensions & Retirement>Funding

  • What’s New in Germany—Understanding CTA and Pensionsfonds

    What’s New in Germany—Understanding CTA and Pensionsfonds In this article, the author talks about the pension environment and pension plans in Germany. Accounting standards;Defined benefit ...

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    • Authors: Raimund Rhiel
    • Date: Aug 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design

  • A Framework for Establishing Corporate Retirement Funding Policy

    A Framework for Establishing Corporate Retirement Funding Policy This paper recommends four criteria for measuring the adequacy of proposed funding policies. Defined benefit plans=DB ...

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    • Authors: Christopher M Bone
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Funding

  • Impact of Running Out of Money Roundtable: Ideas Provided

    Impact of Running Out of Money Roundtable: Ideas Provided Joe Tomlinson provides insights on this issue. ; By Joe Tomlinson In March 2012, I participated in a Washington D.C. roundtable on the ...
    • Date: Nov 2012
    • Competency: Results-Oriented Solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks

  • Quarterly Focus - Customizing LDI

    Quarterly Focus - Customizing LDI This article aimed to make Liability Driven Investing LDI more accessible by providing a simple definition and by showing how plans of different sizes and ...

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    • Authors: Aaron Meder
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments; Pensions & Retirement>Funding

  • New Research on Pension Assumptions

    New Research on Pension Assumptions This is a summary of a new research paper entitled: “Determining Discount Rates Required to Fund Defined Benefit Plans” by John Turner and three other ...

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    • Authors: Victor Modugno
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding

  • Bill Would Extend Time to Fund Pension Plans

    Bill Would Extend Time to Fund Pension Plans Article discusses proposal in Congress to extend the time for companies to fully fund their pension plans. Private sector pension plans=Corporate ...

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    • Authors: Javier C Hernandez
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Funding

  • Mind the gap......and how to bridge it

    Mind the gap......and how to bridge it This article is the second of a 3-part series. The article discusses how to clearly communicate the complexities of pension funding with clients. Pension ...

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    • Authors: Laura Brown, Neil Wharmby
    • Date: Jul 2006
    • Competency: Communication>Difficult message delivery
    • Publication Name: International News
    • Topics: Pensions & Retirement>Funding
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