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Pension
Plan Terminations in Ontario Since 1988 (RP102) – While analyzing
pension plan terminations in Ontario, the study focused on the prevalence
of plan terminations, the causes, and to identify the impact of plan participants.
Turnover
and Retirement Rates (RP104) – The Health and Pension Sections
of the SOA created a pension plan turnover table to help calculate benefit
costs for employee-based pension and retiree medical plans.
Macro Demographic Model Feasibility Study (RP105) – The report,
“Models
for Retirement Policy Analysis,” describes
existing models and data sources for projecting the effects of changes
in environment on the design and cost of retirement benefit plans.
The
RP-2000 Mortality Tables (RP106) – This report presents the
RP-2000 Mortality Tables, which were developed by the Retirement Plans
Experience Committee (RPEC) from data contributed by uninsured private
U.S. pension plans. The database used for this study reflects nearly 11
million life-years of exposure and more than 190,000 deaths primarily
from plan years 1990 through 1994.
Safest
Annuity Rule (RP108) – The purpose of the project was to
assess the impact of DOL Interpretive Bulletin No. 95-I on the annuity
market.
Asset
Valuation Methods (RP109) – The project surveyed pension
section members to improve actuarial practice in the determination of
the actuarial value of assets in pension plan valuations for funding and
accounting purposes.
Actuarial
Aspects of Cash Balance Plans (RP114) – The study provides
the actuarial profession with a review of the actuarial aspects of cash
balance retirement plans and original actuarial research regarding the
design and valuation of such plans.
Retirement
Needs Framework (RP116) – The symposium brought together
a diverse group of individuals who integrated their ideas regarding the
period just after retirement and to plan for better modeling and development
of retiree needs.
Asset Valuation Phase 2 (RP117) – This was an effort to follow-up
on the Asset Valuation Methods Survey. The project assesses the effectiveness
of various asset valuation methods for achieving plan sponsor goals. The
papers were presented in the August
2001, Volume 13, No. 1 and the September
2002, Volume 14, No. 1 issues of the Pension Forum.
Multivariate
Analysis of Pension Plan Mortality Data (RP118) – Using data
collected by the Retirement Plans Experience Committee from private pension
plans for 1989–1995, the authors examine the data by using the logistic
regression model.
Cash Balance Call for Papers (RP122) – This call for papers
focused primarily on the funding, design, and communication issues related
to cash balance plans. The papers were presented at the SOA 2001 Dallas
Spring Meeting and were published in Cash
Balance Symposium Monograph.
Retirement Implications of Demographic and Family Change (RIDFC)
(RP123) – This call for papers examined the broader implications
on the workplace of the changing workforce and the retirement needs of
the public in light of the increase in divorce, the increase in two earner
households, phased retirement, and the aging of baby boomers. The papers
were presented at a symposium held at the SOA 2002 San Francisco Spring
Meeting from which the SOA monograph, Retirement
Implications of Demographic and Family Change Symposium was published.
Factors
Affecting Retirement Mortality (FARM) (RP124) – This
investigation probed the impact on annuitant mortality of various risk
characteristics, such as education and income.
Retirement
Risk Survey (RP125) – The survey conducted by Mathew
Greenwald & Associates in association with the Employee Benefits Research
Institute (EBRI) assesses the attitudes of pre-retired and retired persons
toward various post-retirement financial risks.
30
Year Treasury Rates and Defined Benefit Pension Plans (RP127 & RP130)
– The project identifies one or more indices designed to approximate
the interest component underlying annuity rates that might be found in
“close out” quotations for a terminating plan.
Deferred Retirement Options Programs (DROPs) (RP129)
– The monograph, Design
and Actuarial Aspects of Deferred Retirement Options Programs
provides actuaries with an understanding of the design and planning issues
associated with DROPs plans.
Factors
Affecting Retirement Mortality-Phase 2 (RP132) – This multi-phased
project probes the impact on annuitant mortality of various risk characteristics,
such as education and income.
Pension
Payout Options and Choices of Married Retirees (RP136) –
The project examined survey data on the payout choices made by married
retirees in regards to single life vs. joint and survivor options as well
as the impact of lump sums.
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