Description: The objective of this discussion is two-fold: To provide insight into the ingredients of an investment program, performance objectives and in related goals and to sensitize actuaries to the investment process. From Record of Society of Actuaries, Vol. 1, No. 3.

Description: This discussion panel which occurred at the SOA's 1975 Bal Harbor Meeting provided a forum for discussing Social Security in the United States. The topics included solutions to financing problems, non-discrimination considerations, possible benefit changes, and the disability experience of the program.

Description: This report is a summary of a meeting session that occurred at the SOA's 1976 Spring Meeting in Washington D.C. The general discussion was related to employee benefit plans funding and cost. Specific topics covered included: impact of inflation on non-pension benefit plans, methods used to cope with inflation, and the effect of social insurance on inflation.

Description: This document is a summary of a presentation made at the 1975 SOA annual meeting discussing current and future trends with regard to: a Population and mortality, b Family structure, c Forms and role of government, d Economic forces including the saving process, productivity, and inflation., and e Public attitudes. The impact of these items on savings vs protection, individual versus pension, public versus private, pension product design, marketing and distribution and investment policy is discussed.

Description: This document is a summary of a session which was presented at the 1975 SOA Annual meeting. It includes discussions on the following topics: Effects of ERISA on valuation methods, discussion of Claude Y. Paquin's paper A Review of Actuarial Cost Methods for Defined Benefit Pension Plans, funding standard account, asset valuation and allocations, plan mergers, a discussion of Josiah M. Lynch's paper A Practical Approach to Gains Analysis, information related to Individual policy pension trusts.

Description: Panel discussion from 1975 SOA Annual Meeting Bal Harbour. The discussion covered pension reporting requirements and fiduciary responsibilities.

Description: This panel discussion from the SOA's 1975 Annual Meeting addressed the perceived future of pension plans. Discussions included expectations related to: 1 Plan Terminations, 2 Trend toward defined contribution or profit sharing, 3 Career pay benefit formulas, 4 Slowdown in plan liberalizations, 5 Slowdown in establishment of new plans, 6 Integration with Social Security, 7 Cost of Living Increases, 8 Inclusion of pre- and post-retirement spousal benefit at employer's cost, 9 Retirement Age, and 10 Mandatory Pensions.

Description: This 1975 panel discussion SOA Bal Harbour Annual Meeting addressed the impacts of ERISA other than on pensions.