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Retirement Planning
Chapter 4: Qualified Pension Plans/ACTUARY ASSUMPTIONS: EXAMPLE
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Chapter Study Session

Chapter 4: Qualified Pension Plans

ACTUARY ASSUMPTIONS: EXAMPLE

01.Core Concepts

Actuary Assumptions and Relationship to Plan Costs Indirect Relationships Direct Relationships Expected Forfeiture / Employee Turnover Expected Mortality Expected Investment Returns Life Expectancy Expected Wage Increases Expected Inflation Actuarial Assumption About ↑ ↑ ↑ ↑ ↑ ↑ Change ↓ ↓ ↓ ↑ ↑ ↑ Impact on Plan Costs