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Old 07-16-2015, 12:46 PM
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Default Fundamentals of Retiree Group Benefits, New 2nd Edition

Fundamentals of Retiree Group Benefits, 2nd Edition

The second edition is available now at

Retiree group benefits have earned a reputation for being difficult to understand. Half retirement benefit and half group insurance – few professionals have mastered both fields. Complex finances blend the world of pension mathematics and health plan pricing.

The purpose of this textbook is to provide the fundamental basics of all aspects of retiree group benefits—from goals and objectives of providing the benefit to the actuarial considerations of accounting and funding the programs.

This one book contains everything pertaining to the subject of retiree group benefits. Its chapters cover the prevalence of the benefit, Medicare, plan design, funding and legal issues, accounting rules and actuarial methods and assumptions.
"Fundamentals of Retiree Group Benefits is a must read for plan sponsors, health plans, actuaries, researchers, and anyone interested in retiree health benefits. It contains the most comprehensive treatment of retiree health benefits funding and plan design options, as well as legal issues to be considered. Dale has created a resource like no other. I have recommended that my colleagues refer to the 1st edition countless times, and will continue to do so with this new and timely edition."
-- Paul Fronstin, Director, Health Research Program, Employee Benefit Research Institute
Attached is a pdf file containing the table of contents and preview pages of this text.
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Old 07-16-2015, 01:11 PM
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This book looks interesting since I don't have too much experience with retiree plans. And Dale Yamamoto seems solid - I liked his SOA sponsored paper on health spending by age and gender.

I wonder how much longer firms will offer retiree benefits. The trend has clearly been downward but it seems to have stabilized around 25% of firms in recent years.

I can't imagine why any firm would offer pre-65 benefits now that the public exchanges are available. If I was an employer I certainly wouldn't spend money on them.
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medicare, plan design, retiree, retirement

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