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What Have Practitioners Done with Section 401a4? - Advanced
What Have Practitioners Done with Section 401a4? - Advanced This presentation discusses the ways actuaries have dealt with regulations under Internal Revenue Code 401a4 which prescribes tests ...- Authors: Donald S Grubbs, Judith E Latta, Steven Vernon, Joseph D Marsden
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Response to the Multiemployer Pension Plan Amendments Act of 1980
Response to the Multiemployer Pension Plan Amendments Act of 1980 In this 1981 discussion session, the panelists express their views on the Multiemployer Pension Plan Amendments Act of 1980.- Authors: Donald S Grubbs, John A MacDougall, Steven M Rabinowitz, Ellen Hennessy
- Date: Jan 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation
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Pension Legislation And Implications
Pension Legislation And Implications This session discussion is about review of recent and pending legislation affecting pensions in Canada and the United States, restructuring of Canadian and ...- Authors: Donald S Grubbs, David R Kass, Nicholas J M Simmons, John Wade
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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The Future of Pensions
The Future of Pensions This article is the presentation given by David Blitzstein at the Future of Pensions track at the 2005 CCA/SOA Employee Benefits Spring Meeting. It discusses the unraveling ...- Authors: David S Blitzstein
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Global Perspectives; Pensions & Retirement>Pension legislation and regulation
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Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved
Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved This paper first discusses the history of the legislation of ...- Authors: Edward H Friend, Robert J Myers, Frances E. Holberton
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Technology & Applications>Computer science
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Pensions And The U.S. Supreme Court
Pensions And The U.S. Supreme Court This brief article notes that in a recent decision the U.S. Supreme Court touched on a fundamental issue of employee benefits philosophy, in holding that ...- Authors: Susan J Kilrain
- Date: Sep 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension legislation and regulation
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Statistics for Employee Benefits Actuaries - Table 4A–Canadian Pension Plans–Transfer Values
Statistics for Employee Benefits Actuaries - Table 4A–Canadian Pension Plans–Transfer Values This is an Excel spreadsheet, provided by the Society of Actuaries Pension Section, containing the ...- Authors: Society of Actuaries
- Date: Sep 2014
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Pension legislation and regulation
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Session 049: The Canada Pension Plan: Funding the Public Pension Promise to Canadians
Session 049: The Canada Pension Plan: Funding the Public Pension Promise to Canadians The presenters will provide an overview of the Canada Pension Plan (CPP), its financial status, recent ...- Authors: Michel Montambeault, Robert H Stapleford, Assia Billig, Patrick Dontigny
- Date: Jan 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Pension legislation and regulation; Social Insurance; Social Insurance>Social Security
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German Pension Reform — A New Beginning
German Pension Reform — A New Beginning Historical case study for a country Germany pursuing pension reform to address demographic problems with a desire to encourage private retirement savings.- Authors: Hubert B Mueller, Bruce Auchinleck
- Date: Oct 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: International News
- Topics: Pensions & Retirement>Pension legislation and regulation