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QDROs with Fewer Hassles
QDROs with Fewer Hassles This article notes that actuaries can play a crucial role in assisting the couple, the attorney's and the human resources professional in alleviating headaches ...- Authors: Mitchell Serota
- Date: Jun 2001
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design
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Pension Section News, June 2001, Issue No. 46
Pension Section News, June 2001, Issue No. 46 Full version of Pension Section News, June 2001, Issue No. 46. 26070 6/1/2001 12:00:00 AM ...- Authors: Lawrence N Bader, Frank G Burianek, Mitchell Serota, Joan Weiss, Bruce Cadenhead, Pamela Marlin, Jeffrey A Rees, Barbara M. Choyke
- Date: Jun 2001
- Publication Name: Pension Section News
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Session 177: Late-Breaking Developments
Session 177: Late-Breaking Developments The presenters will provide an update on recent developments impacting U.S. retirement plans, such as regulatory guidance, new legislative proposals, ...- Authors: Tammy Dixon, Mitchell Serota, Brienne Wyllie
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation
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Current Developments In Pensions: U.S.
Current Developments In Pensions: U.S. This discussion from the 1983 SOA Vancouver Meeting looks at recent developments in pensions for the United States including TEFRA and Section 415 limits on ...- Authors: Robert Byrne, Jeremy Gold, Peter B Hutzel, Mitchell Serota
- Date: Jan 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security
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Searching for Revenue in a Very Wrong Place
Searching for Revenue in a Very Wrong Place Congress once again turns to defined benefit pension plans as a misguided source for financing programs that have nothing to do with retirement.- Authors: Mitchell Serota
- Date: May 2014
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Finance & Investments>Economic value
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The Personal Actuary
The Personal Actuary Introduction to the field of the Personal Actuary. The session presented what a personal actuary does that is different from traditional consulting what skills actuaries ...- Authors: John M Bragg, Teresa Winer, Mitchell Serota
- Date: Jun 2005
- Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
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Session 103: How Equitable is Your Actuarial Equivalence?
Session 103: How Equitable is Your Actuarial Equivalence? A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment.- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
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Smaller Consulting Firm Section, January 2003, Issue No. 1
Smaller Consulting Firm Section, January 2003, Issue No. 1 Full version of Smaller Consulting Firm Section, January 2003, Issue No. 1. 26266 1/1/2003 12:00:00 AM ...- Authors: Ian G Duncan, David Godofsky, George McCauslan, Mitchell Serota, John Riley, Carl Friesen
- Date: Jan 2003
- Publication Name: The Independent Consultant
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Smaller Consulting Firm Section—Goals
Smaller Consulting Firm Section—Goals Smaller Consulting Firm Section—Goals by Mitchell I. Serota from Smaller Consulting Firm Section, January 2003, Issue No. 1. 26273 1/1/2003 12:00:00 AM ...- Authors: Mitchell Serota
- Date: Jan 2003
- Publication Name: The Independent Consultant