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  • Contribution Analysis: U.S. Single Employer Pension Plan

    Contribution Analysis: U.S. Single Employer Pension Plan Updated longitudinal study of metrics for measuring contribution adequacy at paying down unfunded liabilities in corporate DB pension ...

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    • Authors: Society of Actuaries
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • The Mechanics of Pension Plan Terminations

    The Mechanics of Pension Plan Terminations This teaching session focuses on the IRS and PBGC requirements for terminating a defined benefit plan, both with and without sufficient plan assets. It ...

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    • Authors: Craig A Olney, Karen Mitchell
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans
  • Plan Design Under ERISA

    Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
  • Design and Mechanics of Pension Plans

    Design and Mechanics of Pension Plans This is a discussion about pension plan design and mechanics including: 1. Adjustment of pension benefits for inflation, 2. Major revisions or plan ...

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    • Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • RPEC_O2_v2018 Model Implementation Tool

    RPEC_O2_v2018 Model Implementation Tool Based on work performed by Bob Howard, a former member of RPEC, the SOA developed a spreadsheet-based program that allows users to create a customized ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Defined benefit plans
  • US Multiemployer Plan Stress Metrics: PBC and PBCR Update

    US Multiemployer Plan Stress Metrics: PBC and PBCR Update Updated study of metrics for measuring stress imposed on US multiemployer pension plans by unfunded liabilities and declining numbers of ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • Design and Actuarial Aspects of Deferred Retirement Option Programs, Chapter 8: Feasibility of DROPs for Certain Plans

    Design and Actuarial Aspects of Deferred Retirement Option Programs, Chapter 8: Feasibility of DROPs for Certain Plans Chapter 8 examines several issues related to DROP features added to ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • Pension Trusts

    Pension Trusts This discussion focuses on the advantages and disadvantages, from the viewpoint of smaller insurance companies in the United States and Canada, of entering the field of small ...

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    • Authors: Everett G Brown, Sidney H Cooper, Waid J Davidson, Derek Eckersley, Andrew Usherwood Lyburn, H Ian McIntosh, Harry M Sarason, James Emanual Davidson, Wendell Milliman, Mitchell Dezube
    • Date: Jan 1961
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans
  • Mortality Improvement Scale MP-2018

    Mortality Improvement Scale MP-2018 This annual update to the RPEC_2014 model and corresponding mortality improvement scales reflects historical U.S. population mortality experience through 2016.

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Defined benefit plans
  • Contribution Indices for U.S. Single Employer Pension Plans

    Contribution Indices for U.S. Single Employer Pension Plans Metrics for measuring pension plan contributions against benchmarks for achieving specific financial funding goals. 6442468543 ...

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    • Date: May 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding