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  • Replacement Ratio: The Dinosaur of Retirement Planning

    Replacement Ratio: The Dinosaur of Retirement Planning Describes the challenges of using ... spending needs including sustenance, lifestyle, health care and bequest. In addition the article provides data ...

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    • Authors: R Inglis
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Post retirement risks
  • Risk or Return? Risk Management and PBGC

    the pension system, the PBGC is exposed to three primary sources of risk: Risks associated with the assets ... SPONSORS The PBGC's decision is likely to have direct and lasting implications on those organizations ...

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    • Authors: R Inglis, Gordon Enderle, Joseph N McDonald
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Appendix 3: Design Guide, Technical Guide and Technical Addendum

    This could occur if living standards and health care improve or there is a cure or new treatment for ... Insurance) A system may want to allow members to direct some of their savings to a beneficiary after their ...

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    • Authors: R Inglis, William Price
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Financial Reporter

    secondary guarantee (ULSG) products. This is a direct result of New York’s rejection of the Actuarial ... mates of fulfillment cash flows for an underlying direct insurance contract that are recognized immediately ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection

    four risks that retirees face: longevity, health care, sequence of returns and inflation. It examines ... and planning ahead for future possible long-term care needs. • Layered Liquidity Management in Retirement ...

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    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • The Feel Free Retirement Spending Strategy

    (for example, consider whether you have long-term care insurance or not). Finally, I cannot emphasize ... other similar rules): • Do you have long-term care insurance? If you do, you can spend a little more ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Plan Design Issues: The Employer Perspective

    next six months, and then we look at the health care plan. Later we look at the DC plan and at other ... paternalistic employer: “B.F. Goodrich is going to take care of me until I die. I’ve seen plus-ups in the pension ...

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    • Authors: R Inglis, Gary L Habegger, David Jakes
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Appendix 1: Actuarial Administration

    Appendix 1: Actuarial Administration Appendix to report, Variable Uninsured (Value) Life Annuities ... longevity; diversity, equity and inclusion; health care cost trends; and catastrophe and climate risk.

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Appendix 2: Value Concept Illustrations

    Appendix 2: Value Concept Illustrations Appendix to report, Variable Uninsured (Value) Life Annuities ... longevity; diversity, equity and inclusion; health care cost trends; and catastrophe and climate risk.

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Appendix 4: Illustrations for India

    Appendix 4: Illustrations for India Appendix to report, Variable Uninsured (Value) Life Annuities ... longevity; diversity, equity and inclusion; health care cost trends; and catastrophe and climate risk.

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    • Authors: William Price, R Inglis
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement