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Technical Concerns: Late-Breaking Pension Developments
tax law and said, depending on the age of the annuitant, you just took your basis (typically, the employee ... you have two beneficiaries, they extended the table to include combined age of annuitants. This is ...- Authors: Ethan Kra, Donald Segal, Mark Wintner
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Nontradition and Nonqualified Plans- Advanced
employer could try to avoid the tax by purchasing individual annuity contracts as a means of funding, not ... longer possible because of changes in the way individual-owned annuities and outside corporate-owned annuities ...- Authors: Application Administrator, Donald S Grubbs, Mark Wintner
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Late-Breaking Developments
so forth and so on. Whether or not a certain individual might get a particular model which would suggest ... violated, will simply be tax problems for the individual participant, not problems for the plan, from ...- Authors: Richard Schreitmueller, Mark Wintner
- Date: Jun 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Late-Breaking Developments
one way or another by the discipline committee (Table 1). In 1993-94, there were 28. In the six months ... resolve. 226 LATE-BREAKING DEVELOPMENTS TABLE 1 SUMMARY OF CIA DISCIPLINE COMMITTEE ACTIVITIES ...- Authors: John M Christie, Richard Schreitmueller, Mark Wintner
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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Taxation to Individuals of Pension Income
Now that's just one of four categories on the table. We have three different kinds of excise taxes: ... I suppose, that all defined contribution or individual account plans offer it, but very few defined ...- Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Bankruptcy and Benefit Plans
Bankruptcy and Benefit Plans Discussion of bankruptcy and the implications for benefit plans, ... rate, which is generally a lot higher than the valuation assumption. Security is required, to the extent ...- Authors: Lawrence J Sher, Application Administrator, Mark Wintner
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Pensions & Retirement