Announcement: SOA congratulates the new ASAs and CERAs for June 2024.

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  • Diverse Risks 2016 Call for Essays
    Essays April 2016 2 Prize Winners First Prize The “Feel Free” Retirement Spending Strategy R. Evan ... Krzysztof Ostaszewski Third Prize Thinking About the Future of Retirement Anna M. Rappaport Longevity Insurance ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Late Breaking Developments
    from the 1995 SOA Boston Meeting focuses on recent legislative and regulatory developments in the U.S ... regulations, the Department of Labor, the SEC, the new CPI table and court decisions. From the Record of the Society ...

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    • Authors: Richard Schreitmueller, R Hardin Matthews
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Informal Discussion Transcript Session 1C: Impact of Aging
    1C: Impact of Aging Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest ... Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging? social insurance ;Pension ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy; Social Insurance
  • Pension Problems - The Economy and ERISA
    Pension Problems - The Economy and ERISA This presentation was made at the 1975 SOA Los Angeles Spring ... Spring Meeting addressed the impact of ERISA on pensions. Defined benefit plans=DB plans;Employee Retirement ...

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    • Authors: Paul C Hart, Gerald E McConney, William K Steiner
    • Date: Mar 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Public Policy; Social Insurance>Social Security
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers ... than with DB. Detailed data from CalSTRS support the opposite. Defined benefit plans=DB plans;Defined ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Diminished Capacity and Retirement Planning
    and Retirement Planning The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations ... with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
  • The Rising Tide of Pension Contributions Post-2008: How much and when?
    The Rising Tide of Pension Contributions Post-2008: How much and when? This report provides a system-wide ... system-wide analysis of the expected contribution requirements for the U.S. single-employer defined benefit ...

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    • Authors: Society of Actuaries
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy
  • Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico: Appendices
    Analysis of the Privatized Mandatory Pension System in Mexico: Appendices Six appendices, all but the first ... first detailing the AFOREs. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension ...

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    • Authors: Tapen Sinha
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Public Policy
  • Changes In United Kingdom Social Security And Retirement Plans Requirements
    Requirements On May 7th, Barbara Castle, the United Kingdom's Secretary of State for Social Services, announced ... announced major changes in the details of the Social Security Act-1973. This article summarizes those changes ...

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    • Authors: Peter E Friedes, John C Roberts
    • Date: Jun 1974
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy
  • Meeting a Population's Retirement Needs
    presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public ... Society of Actuaries and it highlights the following issues: What are the retirement needs of a population ...

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    • Authors: Claude Garcia, Robert F Link, Guy Shannon, Howard Young
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography>Population data; Economics>Macroeconomics; Pensions & Retirement; Public Policy; Social Insurance>Postemployment benefits