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Course EA-2, Segment A, Study Note - Excerpt on Plan Qualification
ownership or vesting rules, while the DOL assumed primary responsibility for the reporting, disclosure and ... the Internal Revenue Code. • The DOL has primary responsibility for the enforcement of the reporting ...- Authors: Application Administrator
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retirement Spending and Changing Needs During the Retirement Period Summary
options also tend to be more expensive as health care declines. Surprisingly, evidence on the effect ... status changes. Furthermore, they find that health care expenses make up almost 20 percent of out-of-pocket ...- Authors: Application Administrator
- Date: Oct 2007
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Digest of Discussion at Concurrent Sessions
an individual or individuals with whom he has a direct or indirect financial or organizational relationship ... D438 DISCUSSION- -CONCURRENT SESSIONS The primary purpose of this act is to protect plan participants ...- Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
- Date: Jan 1974
- Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
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A Decomposition of the Various Effects of Retirement on Consumption
focus on the decreased caloric needs, or increased health care services, required at older ages. An inter‐temporal ... spent more out‐of‐pocket for health care. Health care expenditures correlated positively with ...- Authors: Application Administrator
- Date: Oct 2007
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
immediate annuities, investment products and health care products, in order to maximize a set of defined ... varying risk/return characterizations and health care products for the morbidity risk, there are three ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
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The 1994 Uninsured Pensioner Mortality Table
The 1994 Uninsured Pensioner Mortality Table This article describes the development of the uninsured ... new forms of disease; improvements in prenatal care; the prevalence of cigarette smoking; the misuse ...- Authors: Mark Hanrahan, Edwin Hustead, Marilyn Miller Oliver, Thomas D Sloan, Diane Storm, Application Administrator
- Date: Jan 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Experience Studies & Data>Mortality; Pensions & Retirement