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Small Plan Design and Funding Issues
in the 401(k) plan. Then for the partners, the primary plan, or what we call the mandatory plan, is a ... plan for, and I'm going to stick to it, and I don't care what the IRS 679 OPEN FORUM says, and I'll ...- Authors: Bob J Bolin, Steven Bryson, Elaine M Wiant, Gary G Short
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Session 087: Cashflows: A New Dimension
Session 087: Cashflows: A New Dimension An increased focus on pension plan cost and ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Brett Dutton, Michael Carse, Katalin Szeles
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension investments & asset liability management
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Valuation Reports
in them than they might otherwise have since more care is taken in prepar- ing them for fear of the reviewing ... them than they might otherwise have, since less care is taken in preparing them because it is realized ...- Authors: Walter J McLaughlin, Michael J Mahoney, Paul W Robberson, Stephen Singer
- Date: May 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Individual Policy Pension Test
Individual Policy Pension Test This panel discussion from the 1977 SOA Meeting focuses ... professional corporations, where the participants are in direct control of their own compensation, how would the ...- Authors: Lynd T Blatchford, James A King
- Date: Jan 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Mergers and Acquisitions
to the purchase price, that it not be terribly direct. 1795 RECORD, VOLUME 18 MR. GULLIVER: I don't ... basically suggests that if the parties make too direct a link between the asset transfer deal and the ...- Authors: William Gulliver, Douglas J Tormey
- Date: Oct 1992
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Current IRA United States and RRSP Canada Developments
Current IRA United States and RRSP Canada Developments This session of the 1976 SOA Spring ... LONG-TERM INTEREST GUARANTEES MR. SMITH: One of the primary requirements for an IRA to be competitive with ...- Authors: W Michael Carter, Clayton L Jackson, Arnold J Shell, Michael L Smith, Harold G Wiebke
- Date: May 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Individual Tax Qualified Products
Individual Tax Qualified Products This panel discussion looks at individual tax qualified products. ... with everything up front, it is hard to avoid direct comparison, there are some conelderations which ...- Authors: Dwight K Bartlett, Kenneth T Clark, FREDERICK J THOMPSON, Wilson H Scott
- Date: May 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Pricing - Annuities; Pensions & Retirement
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Asset/Liability Projections and Cash Flow Analysis
Asset/Liability Projections and Cash Flow Analysis This is a panel discussion focused on asset/liability ... the cost of manufacturing his products, then great care should be taken to make sure the assumptions are ...- Authors: David F Howe, William Napoli, Peter A Rattee
- Date: May 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Modeling & Statistical Methods; Pensions & Retirement
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 ... insurance, one of the matters that needed to be taken care of after 30 years or so was an up-dating of the ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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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 ...- 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