Pension Finance Library
Pension Finance Library
- Pension Finance Knowledge Sharing Index
- The Microsoft Excel file contains detailed information about articles which are useful to the study of the principles of finance and their application to pension plans.
- Accounting/Actuarial Bias Enables Equity Investment by Defined Benefit
- By Jeremy Gold
- Actuaries Discuss the Principles of Financial Economics of Pension Accounting
- By Jon Exley, Paul Gewirtz, Dimitry Mindlin, and Mark Ruloff
- An Actuary Looks at Financial Insurance
- By Richard Q. Wendt
- Agency Problem
- By Dr. Paul M. Johnson
- Assumed Rates of Discount for Valuations of Publicly–Sponsored Defined-Benefit Plans
- By Jeremy Gold
- The Case Against Stock in Corporate Pension Plans
- By Lawrence N. Bader
- The Case Against Stock in Public Pension Funds
- By Lawrence N. Bader and Jeremy Gold
- Cognitive Dissonance
- By John Shuttleworth; Edward Friend, letter response
- Discounting Pension Liabilities under the New SEC Rules
- By Lawrence N. Bader
- Does an Actuarial Bias Lead to Equity Investment?
- By Ethan Kran, Zvi Bodie, and Jeremy Gold
- Evaluating the Long–Term Risk of Equity Investment in a Portfolio Insurance Framework
- By Manuel Ammann and Heinz Zimmerman
- Financial Economics and Pension Actuaries: The UK Experience
- By Tim Gordon and Stuart Jarvis
- Financial Economics for Pension Plans
- By Richard Q. Wendt
- Funding Defined–Benefit Pension Schemes
- By David Morton
- Modern Valuation Techniques
- By Stuart Jarvis, Frances Southall, and Elliot Varnell
- Pension Actuary’s Guide to Financial Economics
- By the Joint American Academy of Actuaries/Society of Actuaries Task Force on Financial Economics and the Pension Actuarial Model
- Pension and Capital Structure: Why Hold Equities in the Pension Fund?
- By John Ralfe, Cliff Speed, and Jon Palin
- Pension Deficits: An Unnecessary Evil
- By Lawrence N. Bader
- Pension Funding: A Historical Perspective
- By Arnold Shapiro
- The Principles of Corporate Pension Finance
- By Jack L.Treynor
- Reaffirming Pension Actuarial Science
- By Dimitry Mindlin
- Reforming the Defined–Benefit Pension System in the U.S.
- By David W. Wilcox
- Reinventing Pension Actuarial Science (including discussions)
- By Lawrence N. Bader and Jeremy Gold
- The Risk of Declining Market Cap with Large Pension Obligations
- By Raymond Murphy
- The Shareholder–Optimal Design of Cash Balance Plans
- By Jeremy Gold
- Statement on “Corporate Pension Fund Accounting”
- By Statement of the Financial Economists Roundtable
- Successful Defined-Benefit Plans Cost Less with Bonds
- By Mark Ruloff
- The Tax Consequences of Long–Run Pension Policy
- By Fischer Black
- Taxation and Corporate Pension Policy
- By Irwin Tepper
- Treatment of Pension Plans in a Corporate Valuation
- By Lawrence N. Bader
- Valuing Companies, Valuing Pension Plans
- By Lawrence N. Bader, Eric Klieber
- What are Corporate Pension Liabilities?
- By Jeremy I. Bulow
- What’s Next?–DB Plans for the Long Run
- By Jeremy Gold
- Yikes! How to Think about Risk?
- By Alicia H. Munnell, Steven A. Sass and Mauricio Soto