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Decumulation for a New Generation
Decumulation for a New Generation How can we manage decumulation in an era of Defined Contribution plans? Marketing and incentives for annuity conversion, pooled-type retirement plans plus ...- Authors: Elizabeth Bauer
- Date: Sep 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Public Policy
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Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference
Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference Discusses a wide range of issues related to financial decision making and aging. Includes ...- Authors: Monica Dragut
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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An SOA Project on Communicating the Financial Health of Public Pension Plans
An SOA Project on Communicating the Financial Health of Public Pension Plans State and local pension plans provide their stakeholders with a great deal of information. However, that information ...- Authors: George (Sandy) Mackenzie
- Date: Jul 2015
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: In The Public Interest
- Topics: Public Policy
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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Analysis of the Pension Reform in Mexico
Analysis of the Pension Reform in Mexico In 1995, Mexico replaced the public pay-as-you-go system by a privately managed system based on individual accounts. This paper analyzes the causes that ...- Authors: Hector Sandoval-Luna
- Date: Dec 2004
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy
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Chapter 6 - DYNACAN: Canadian Microsimulation Model for Public Pension Analysis
Chapter 6 - DYNACAN: Canadian Microsimulation Model for Public Pension Analysis Chapter 6 of the Models for Retirement Policy Analysis. This chapter describes DYNACAN, a dynamic microsimulation ...- Authors: Society of Actuaries, Joseph M Anderson
- Date: Sep 1998
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Public Policy
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 1: The Backdrop
Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 1: The Backdrop Chapter 1 describes important changes in Mexico in the 1990s such as ...- Authors: Tapen Sinha
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy
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Interviews with Anna Rappaport and Tim Driver
Interviews with Anna Rappaport and Tim Driver An Interview with John Cutler and An Enhanced Social Security Annuity Retirement ages;Phased retirement;Retirement policy;Defined benefit ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Public Policy
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Pension Plan Principles and Practices
Pension Plan Principles and Practices This presentation made at the SOA 1975 New York meeting highlights the passage of ERISA and points up the desirability of formulating principles and ...- Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy