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Financial Management Of Defined Benefits Plans
pension plans as well as managing corporations. The primary theme of the article is in these sentences: "The ... am talking of multinationals) will say, "I don't care where the plan is--I want a trust fund." Well, that's ...- Authors: Thomas P Bleakney, J Bruce MacDonald, Virginia W Richter, Charles Barry H. Watson
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement>Defined benefit plans
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Unisex - An Update
be of primary benefit to the employee, but not necessarily so, e.g., where there may be a primary advantage ... state level on issues, such as unisex, which have a direct and major impact on how you do your work. I thank ...- Authors: Anthony Amodeo, James R Beauchamp, Linda M Kahn, Joann G Sher, Claire Wolkoff, Gary D Simms
- Date: Apr 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Defined benefit plans; Public Policy
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Use Of Variable Economic Assumptions For Pension Plans
number of years from the valuation date and has no direct relationship to individually determined annuity ... requirements in that the $100,000 obligation is taken care of in the required time and it was accomplished ...- Authors: E Allen Arnold, Neela Ranade, A Frederick Rohlfs, Roderick R Sproule
- Date: May 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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The Future Of Defined Benefit Pension Plans
retirees the excess earnings, that will somehow take care of post retirement inflation and it will be free ... there are significant safety nets available to take care of the most extreme financial views, and second ...- Authors: Peter G Grant, Yellott F Hardcastle, Stuart L Marks, Timothy M Mlsna, James B Terry
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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Session 162: Technology and the Impact to Retirement Consumers in the Future
Protection of wealth • Taxes • Inflation • Health care costs • Household budgeting Investment assets ... surprise events Extraordinary health care expenses, custodial-care expenses, and unexpected, large, mandatory ...- Authors: Gregory A Ward, Nathan Christopher Zahm
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
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Session 124: Private Pension Mortality Study
and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...- Authors: David Driscoll, Timothy Geddes, Patrick Nolan
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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Retirement Plans -Miscellanous
Retirement Plans -Miscellanous Discussions from 2 regional meetings of the Society of ... past service problem can be handled either through direct payments after retirement or through funded deferred ...- Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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An Overview of ERISA - An Address by Alvin D. Lurie
An Overview of ERISA - An Address by Alvin D. Lurie This presentation made at the 1975 Spring ... just three weeks ago. Publication Program Our primary emphasis has been on regulations that will be first ...- Authors: Alvin D Lurie
- Date: May 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy
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The Mechanics of Pension Plan Terminations
The Mechanics of Pension Plan Terminations This teaching session focuses on the IRS and PBGC ... You can file form 5310 with the IRS whenever you care to. For a termination you need only complete Parts ...- Authors: Craig A Olney, Karen Mitchell
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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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 ...- 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