Concepedia

Plan Surplus

Plan Surplus is a financial condition in a defined benefit plan wherein the present value of plan assets exceeds the present value of accrued benefit liabilities, indicating an excess of resources available to meet future pension obligations.

6

Publications

140

Citations

10

Authors

8

Institutions

Publications per year

2017–2026

0

Variants

Pension Surplus

Parents

Publications

6

On the management of life insurance company risk by strategic choice of product mix, investment strategy and surplus appropriation schemes

Alexander Bohnert, Nadine Gatzert, Peter Løchte Jørgensen · Insurance Mathematics and Economics · 2014 · 34 citations

, , +17

Analyzing surplus appropriation schemes in participating life insurance from the insurer’s and the policyholder’s perspective

Alexander Bohnert, Nadine Gatzert · Insurance Mathematics and Economics · 2011 · 32 citations

, , +16

The Market Value Implications of Post‐Retirement Benefit Plans and Plan Surpluses — Canadian Evidence

Christine I. Wiedman, Heather A. Wier · Canadian Journal of Administrative Sciences / Revue Canadienne des Sciences de l Administration · 2004 · 25 citations

, , +17

Don’t Kill the Golden Goose! Saving Pension Plans

M. Barton Waring, Laurence B. Siegel · Financial Analysts Journal · 2007 · 24 citations

, , +17

Limit theorems for the present value of the surplus of an insurance portfolio

P. Boogaert, J. Haezendonck, Freddy Delbaen · Insurance Mathematics and Economics · 1988 · 15 citations

, , +12

1–5 of 6

Authors

10

  1. MB
    M. Barton Waring

    Ford Foundation, United States

    2 publications · 34 citations

    2

    h-index

  2. AB
    Alexander Bohnert

    Friedrich-Alexander-Universität Erlangen-Nürnberg, Germany

    2 publications · 66 citations

    2

    h-index

  3. NG
    Nadine Gatzert

    Friedrich-Alexander-Universität Erlangen-Nürnberg, Germany

    2 publications · 66 citations

    2

    h-index

  4. PL
    Peter Løchte Jørgensen

    Aarhus University, Denmark

    1 publications · 34 citations

    1

    h-index

  5. FD
    Freddy Delbaen

    ETH Zurich, Switzerland

    1 publications · 15 citations

    1

    h-index

1–5 of 10

Institutions

8

  1. Friedrich-Alexander-Universität Erlangen-Nürnberg

    Erlangen, Germany

    2 h-index

    4 publications

    132 citations

  2. University of Antwerp

    Antwerp, Belgium

    1 h-index

    2 publications

    30 citations

  3. SV Health Investors (United States)

    Boston, United States

    1 h-index

    1 publications

    24 citations

  4. Aarhus University

    Aarhus, Denmark

    1 h-index

    1 publications

    34 citations

  5. Western University

    London, Canada

    1 h-index

    1 publications

    25 citations

  6. Vrije Universiteit Brussel

    Brussels, Belgium

    1 h-index

    1 publications

    15 citations

  7. University of Alberta

    Edmonton, Canada

    1 h-index

    1 publications

    25 citations

  8. Ford Foundation

    New York, United States

    1 h-index

    1 publications

    24 citations

1–8 of 8

Venues

  1. Insurance Mathematics and Economics

    3 publications · 81 citations

    3

    h-index

  2. Financial Analysts Journal

    FAJ · 1 publications · 24 citations

    1

    h-index

  3. 1

    h-index

  4. AIMR Conference Proceedings

    Conference · 1 publications · 10 citations

    1

    h-index

1–4