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  • Late-Breaking Regulatory Developments
    go against the anti- alienation clause. We don't care what Louisiana law says because it's pre-empted ... community property states. MR. SEGAL: Would you care to identify the attorney who worked on that case ...

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    • Authors: Ethan Kra, Donald Segal, DWAYNE CHESLEY JACOBSON
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
  • Pension Plan Design For Small Organizations
    Pension Plan Design For Small Organizations This presentation reviews the maximum contribution ... present values will be relatively small. So if our primary concern is to avoid super top-heavy status selecting ...

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    • Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
    • Date: Apr 1985
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Not Gone But Forgotten
    you have that definition, there needs to be some care in designing the factors that are used to convert ... SMITH: What are we trying to approve? Why do we care about this? What is this letting us do? MR. SEGAL: ...

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    • Authors: Donald Segal, Susan M Smith, Abbey L Keppler
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Nonqualified-Plan Issues
    exempt. Let's assume you've decided that you don't care. You're going to pay it all out in a lump or whatever ... you'll have a taxable event." He said, "1don't care if I have a taxable event. I want to have an event ...

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    • Authors: Donald Segal, P Garth Gartrell, James D Naida
    • Date: Apr 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Technical Concerns: Late-Breaking Pension Developments
    Technical Concerns: Late-Breaking Pension Developments Presenters discuss recent developments, especially ... probably take a full session. I'll just hit the primary points. The notice also covers how to handle ...

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    • 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
  • PBGC and the Current Economic Environment
    PBGC and the Current Economic Environment This session from the 2003 SOA Spring Meeting discusses ... market and you can find an annuity carrier to take care of your guaranteed benefits, which will issue you ...

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    • Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Internal Revenue Code Section 415 Limits
    Internal Revenue Code Section 415 Limits Discusses plan design and funding issues – for small ... inter- face with are the people responsible for the care and feeding of the DB plan, we've got no problems ...

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    • Authors: Steven Bryson, Robert F Drozd, David R Kass, Donald Segal, Susan M Smith
    • Date: Apr 1988
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation