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  • Operation De-Risk: Creative Arrangements for Sharing Risks

    Operation De-Risk: Creative Arrangements for Sharing Risks This article discusses the risk-sharing arrangements provided by a number of different types of hybrid pensions, focusing on hybrid ...

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    • Authors: JOHN ANDREW TURNER, Conrad Ferguson, Mark Anthony Macharia
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy; Public Policy
  • Actuarial Aspects of Cash Balance Plans for The Society of Actuaries

    Actuarial Aspects of Cash Balance Plans for The Society of Actuaries A review of the actuarial aspects of Cash Balance Retirement Plans and original actuarial research regarding the design and ...

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    • Authors: Thomas Lowman, LISA ANNE STORMONT
    • Date: Dec 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Pension Forum
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Hybrid plans
  • A Technical Analysis of Pension Equity PlansCourse P–362U Study Note

    A Technical Analysis of Pension Equity PlansCourse P–362U Study Note A Technical Analysis of Pension Equity Plans Course P–362U Study Note by Kyle N. Brown and Richard R. Joss from Pension ...

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    • Authors: Richard Joss, Kyle Brown
    • Date: Aug 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Hybrid plans
  • The Cash Balance Pension Plan

    The Cash Balance Pension Plan This paper discusses the development of the Cash Balance Pension Plan concept. Defined benefit plans=DB plans;Defined contribution plans=DC plans=401k plans;Pension ...

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    • Authors: Dennis Coleman
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Pension Forum
    • Topics: Pensions & Retirement>Hybrid plans
  • Pension Funding and Smoothing of Contributions

    Pension Funding and Smoothing of Contributions This is the abstract of a paper that analyzes the effects on the funding and the contribution rate in hybrid pension schemes when the only source of ...

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    • Authors: Steven Haberman, MUHAMMAD IQBAL OWADALLY, Denise Gomez
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans
  • Researching Benefit Plans An Interview with Julie Stich

    Researching Benefit Plans An Interview with Julie Stich An interview with the director of research at International Foundation of Employee Benefit Plans hybrid pension plans;retirement plans;DB ...

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    • Authors: Society of Actuaries
    • 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
  • Information on Unusual Provisions in Cash Balance Plans Needed

    Information on Unusual Provisions in Cash Balance Plans Needed Information on Unusual Provisions in Cash Balance Plans Needed by William Torrie and Thomas P. Edwalds from Pension Section News, ...

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    • Authors: Thomas Edwalds, William Torrie
    • Date: Feb 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Hybrid plans
  • May 2016 - Pension Section News

    May 2016 - Pension Section News May 2016 issue of Pension Section News hybrid pension plans;retirement plans;DB;DC 6442469090 5/1/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • 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
  • 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