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  • Actuarial Testimony for the Pension Actuary
    benefit professionals, we now move on to health care. If you have a client who has had a Medicare administrative ... services contract, which have changed, the Health Care Financing Administration may want to settle up to ...

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    • Authors: Joan Boughton, Richard Joss, Paul E Pompeo
    • Date: May 1997
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Risk management
  • The Pension Forum, August 2001, Volume 13, Issue No. 1
    (2)-1(b)(7) by (without Value 2 appreciation direct reference phase-in) & depreciation 95-5 1 12 ... multiemployer plans and Canadian government plans. Care should be taken, however, when trying to draw any ...

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    • Authors: Society of Actuaries, Steven Haberman, Richard Joss, Robert North, Jonathan Spain, Christopher E Clark, MUHAMMAD IQBAL OWADALLY
    • Date: Aug 2001
    • Publication Name: The Pension Forum
  • Plan Design Approaches to Volatility Management in Retirement Plans
    solutions to volatility management, which is the primary focus of the paper. The second section of the paper ... balance of this paper. This section will begin the primary focus of this paper, that being plan design strategies ...

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    • Authors: Richard Joss
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • What's It Worth To You? - Asset Valuation Methods
    From the Floor: Two comments. First, would you care to comment on the AVM that was in the regulations ... activities? With regard to disclosure, as I said, the primary focus so far that we've looked at is the disclosure ...

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    • Authors: Richard Joss, Michael Sze, Daniel Cassidy
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • Pension Section News, August 1998, Issue No. 37
    of the summit, and there different. Those whose primary concern changes. are many pension policy proposals ... reception, which was jointly sponsored with the Health Care Section Council, appeared to be much more ex- pensive ...

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    • Authors: Richard Joss, Anna M Rappaport, Carl Shalit, Carolyn E Zimmerman, Kyle Brown, Barbara M. Choyke
    • Date: Aug 1998
    • Publication Name: Pension Section News
  • The Role of Conditional Probabilities in Risk Assessment
    The Role of Conditional Probabilities in Risk Assessment 2011 Enterprise Risk Management Symposium, ... introduces an unintended error into the process, and care needs to be exercised to be sure this error does ...

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    • Authors: Richard Joss
    • Date: Mar 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Modeling & Statistical Methods>Forecasting
  • Analyzing Investment Data Using Conditional Probabilities: The Implications for Investment Forecasts, Stock Option Pricing, Risk Premia, and CAPM Beta Calculations
    Analyzing Investment Data Using Conditional Probabilities: The Implications for Investment Forecasts, ... rely on defined contribution accounts as the primary source of retirement income. Forecast scenarios ...

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    • Authors: Richard Joss
    • Date: Nov 2010
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    than six or seven years of service. Then you take care of the long-service employees. There is a tremendous ... my clients, setting up a separate 3% plan to take care of the minimum top heavy and then just do it strictly ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Comparability Calculation Under 401[a][4] - Advanced
    Comparability Calculation Under 401[a][4] - Advanced This panel discussion is from the 1991 Meeting ... restructuring is that instead of having a 50/50 primary insurance amount (PIA) offset program, that you ...

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    • Authors: William B Fornia, William Hogan, Richard Joss, Theodore O Wiese
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation