Dissolution Workshop

• Workshop Outline
• Comparison of Expectation of Life calculated from the US Population Census Mortality Tables for 1900, 1950, and 1990
• Comparison of an Annuity-Certain-to-Life-Expectancy and a Single Life Annuity
• Comparison of Expected Lifetimes based on an Insurance Table, an Annuity Table, and a Population Table
• Comparison of Lump Sum Present Value of Life Annuities at Different Interest Rates for Selected Ages
• Case Study 1: Sample Letter for Benefit Already In Pay Status
• Case Study 1: Sample Letter for Active Employee
• Case Study 1: Sample Summary for Active and Retired
• Case Study 2: Reality Check Failure / PG&E / Letter
• Case Study 3: Demonstration of Dollars * Days on Deposit method of estimating DC Plan Balances
• Case Study 3: Letter explaining the development and use of the Dollars * Days on Deposit method.
• Case Study 4: Sample Letter for Option Calculations
• Case Study 4: Sample spreadsheet for Options Calculations
• Case Study 4: Memo on Option Valuation Method Other Than Nelson and Hug
• Sample Spreadsheet for ESPP
• Sample Spreadsheet for Allocation of Individual Account Plans
• Sample Letter About Employee with Vested Deferred Benefits
• Summary of Actuarial Principles Which I Use in My Practice
• Resume

© 2005 Patricia P Watt. All Rights Reserved.