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  • Retirement Forum, Vol. 23, Issue 1
    and opinions expressed herein are those of the individual authors and are not necessarily those of the ... tracking process does not need to be done at the individual participant level, as long as all plan features ...

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    • Date: Apr 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: The Pension Forum
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    these plans in the retirement strategies for an individual. EP: Assuming you can’t have both, would people ... plans with payroll deduction than to personal Individual Retirement Accounts (IRAs). Does your research ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    10% of $30,000 is a $3,000 deposit for that individual, but because he's closer to 65, the amount of ... get there by alternative means. What happens? Table 1 shows that Alex Attorney gets a $30,000 deposit ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans