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  • Design and Actuarial Aspects of Deferred Retirement Option Programs, Chapter 5: IRS and Administrative Isssues

    Design and Actuarial Aspects of Deferred Retirement Option Programs, Chapter 5: IRS and Administrative Isssues Chapter 5 raises a number of tax issues that require legal advice, while recognizing ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic

    Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session discussion was a primer on hybird pension plans, in particular cash balance plans and age weighted profit sharing ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Managing Retirement Assets Symposium: Securitization of Mortality Risks in Life Annuities

    Managing Retirement Assets Symposium: Securitization of Mortality Risks in Life Annuities The purpose of this paper is to study mortality-based securities, such as mortality bonds and swaps, and ...

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    • Authors: Samuel Cox, Yijia Lin
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Pensions & Retirement>Defined benefit plans
  • Pension Plan Terminations

    Pension Plan Terminations This session discussion is about practices and procedures in the termination of pension plans, PBGC requirements and effect of new regulatory requirements on plan ...

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    • Authors: Allen R Beard, Jeffrey Kamenir, Dane Mitchell, Paul Zeisler, James R Hiner
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
  • Debate: Defined-Benefit Plans, Why Bother

    Debate: Defined-Benefit Plans, Why Bother This panel discussion is from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss the future, if any, ...

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    • Authors: Phillip Geoffrey Alistair Cammidge, Richard S Raskin, Adam J Reese
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy; Public Policy
  • Response to comments on “Model Legislation for Better Public Plan Governance (vs. Risk Disclosure)”

    Response to comments on “Model Legislation for Better Public Plan Governance (vs. Risk Disclosure)” A response to the comments on the paper. Pension plan governance;Employer contributions;Funding ...

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    • Authors: Thomas Lowman
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systemic risk; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management; Public Policy
  • Determining Discount Rates Required to Fund DB Plans

    Determining Discount Rates Required to Fund DB Plans This research report analyzes approaches for the required discount rate to determine adequate funding for DB pension plans. Defined benefit ...

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    • Authors: John Turner, HUMBERTO GODINEZ, David McCarthy, María Del Carmen Boado Penas
    • Date: Jan 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • U.S. Public Pension Plan Contribution Analysis

    U.S. Public Pension Plan Contribution Analysis Update to the SOA's longitudinal analysis of contributions among state-based and large-city pension plans in the U.S. 2/12/2019 12:00:00 AM ...

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    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans
  • types-retire-plans

    This video features Sherry Chan a C – level executive and SOA board member. This video provides an overview of retirement plans, focusing on Defined Contribution (DC) and Defined Benefit (DB) ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Post retirement risks
  • retire-considerations-regulations

    In this video, Sherry Chan, an experienced actuary, provides insights into key aspects of retirement planning. She emphasizes the importance of understanding defined benefit plans and ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design