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Actuarial Methods and Public Pension Funding Objectives: An Empirical Examination

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Published by the Society of Actuaries, June 2010. This paper compares funding patterns resulting from the actuarial approach used by most public plans with patterns resulting from the “market value of liability” (MVL) approach. It finds the MVL approach would likely result in erratic changes to a public plan’s normal costs, accrued liabilities and funded levels.  Authors: Norman L. Jones, FSA, Brian B. Murphy, FSA, Paul Zorn, MAPPS.

Revisiting Pension Actuarial Science: A Five-Part Series

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Published by the Society of Actuaries, June 2010.  The paper, which is a five-part series, evaluates market value of the liability (MVL) for pensions  under the current financial economics model, proposes an alternate fair value model, and explores the best measures of pension liability for the purposes at hand.  Authors: James J. Rizzo, ASA, Dr. Krzysztof M. Ostaszewski, FSA, CFA, CERA,  Actuarial Program Director and Professor of Mathematics Illinois State University; and Dr. Piotr Krekora, ASA.

Actuarial Assumptions-Looking at the "Whole" Picture

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Published in Benefits & Compensation Digest, Volume 46 Number 7, July 2009, an International Foundation of Employee Benefit Plans publication

The Case for Stock in Pension Funds

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Published in Contingencies Magazine, Jan/Feb 2008, an American Academy of Actuaries publication

GASB Statement 45: Managing the Impact

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Published in Benefits and Compensation Digest, Volume 43 Number 5, May 2006, an International Foundation of Employee Benefit Plans publication

Public Employee Retirement Plans: Funding Liabilities

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Published in Employee Benefit Issues: The Multiemployer Perspective, Volume 46, Chapter 31, 2005, an International Foundation of Employee Benefit Plans publication

Liquidity Related Plan Asset Issues

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Published in Employee Benefits Journal, Volume 25, Number 4, December 2000, an International Foundation of Employee Benefit Plans publication