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  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The Nature of the Pension “Promise”

    The Nature of the Pension “Promise” This paper was the results of an invitation by the SOA’s Pension Section Research Team to explore the current state of defined benefit plans in Canada and ...

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    • Authors: Brian Arthur Jones
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Good Research Reads

    Good Research Reads Recently completed research projects from the Society of Actuaries. Retirement plans;Payment reforms=Health care payment reforms, ;Operational risks 6442466945 3/25/2016 12:00 ...

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    • Date: Mar 2016
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management; Modeling & Statistical Methods; Pensions & Retirement>Plan design
  • Designing an International Pension Program for Mobile Employees

    Designing an International Pension Program for Mobile Employees Designing an international pension program for mobile Employees. From The Pension Forum, January 2003, Volume 15, Issue No. 1.

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    • Authors: Lisa Larsen
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Pension Forum
    • Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Plan design
  • What’s New in Germany—Understanding CTA and Pensionsfonds

    What’s New in Germany—Understanding CTA and Pensionsfonds In this article, the author talks about the pension environment and pension plans in Germany. Accounting standards;Defined benefit ...

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    • Authors: Raimund Rhiel
    • Date: Aug 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Improving Pension Product Design

    Improving Pension Product Design This paper develops a pension product that can be offered in a defined contribution pension scheme as a deferred or immediate life annuity. 6442453312 2/1/2014 ...

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    • Authors: Agnieszka Konicz, John Michael Mulvey
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Group Variable Annuity Pension Plan

    Group Variable Annuity Pension Plan In this article the author responds the current defined benefit pension plan concepts that are being challenged and presents his proposal for revised plan ...

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    • Authors: Thomas Lowman
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • The 401(k) As A Lifetime Financial Wellness Instrument

    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Sep 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Plan Proposals Abound

    Retirement Plan Proposals Abound While the Pension Protection Act resolved a lot of issues about how employers could fund defined benefit plans and how they could safely put 401k plans on ...

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    • Authors: Jessica Marquez
    • Date: Sep 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Annuities Versus Tontines in the 21st Century

    Annuities Versus Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market ...

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    • Authors: Moshe Arye Milevsky
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design