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  • Perspectives from Anna:Getting Better Results in a DC Plan

    Perspectives from Anna:Getting Better Results in a DC Plan Article focuses on a number of strategies that can be used to improve results in a DC plan. It is based on information from several ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Plan Preferences Survey

    Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design

    Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design This paper suggests a number of ...

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    • Authors: Beverly Orth
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Optimal Retirement Age

    Optimal Retirement Age This paper provides some background about demography, health and retirement summarizes how current pension laws influence the design of pension plans and the timing of ...

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    • Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Pensions & Retirement>Plan design
  • A Comprehensive Defined Benefit Pension Plan Reform Proposal

    A Comprehensive Defined Benefit Pension Plan Reform Proposal The abstract for the paper A Comprehensive Defined Benefit Pension Plan Reform Proposal Defined benefit plans=DB plans;Funding reform; ...

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    • Authors: Eric J Klieber
    • Date: Jul 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System

    2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System This paper proposes a mandatory universal pension system MUPS which would ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
  • Retirement Implications of Demographic and Family Change RIDFC

    Retirement Implications of Demographic and Family Change RIDFC This article summarizes participant responses from the Retirement Implications of Demographic and Family Change project.

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    • Authors: Karen Gentilcore
    • Date: Feb 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design
  • Retirement is about More than Money

    Retirement is about More than Money This interview provides information on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement literacy.

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks