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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the ... the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has been updated ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Future of Retirement Income Plans
Future of Retirement Income Plans This presentation is about the different forces in the public versus ... influencing the design of retirement income plans. How these differ in Canada versus the United States ...- Authors: Thomas P Bleakney, M David R. Brown, F Jay Lingo, William Smith
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Focusing on Measuring Benefits Adequacy: New insights for actuaries
provides a summary of issues for actuaries, findings and implications of the Society of Actuaries Study ... Study, “Measures of Benefit Adequacy: Which, Why, for Whom and How Much.” ;; Cash flow testing; Pension benefits; ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: May 2013
- Competency: Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Public Policy
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The Changing Look of Retirement Plans
The Changing Look of Retirement Plans Panelists discuss current trends in the design of retirement programs ... programs. From the Record of the Society of Actuaries, Vol. 24, No. 3. Hybrid pension plans; ...- Authors: Robert J Barry, William Torrie, David Yackel
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Retirement Age Issues, Trends And Assumptions
This panel discussion, which occurred at the May 1982 Society of Actuaries meeting in Colorado Springs, ... discussion of factors that affect early retirement elections. Includes discussion of: I. Trends ...- Authors: Donald Bishop, Thomas P Bleakney, Gregory Delamarter, Roy A Ferguson, Michael J Gulotta, Raymond E Pinczkowski, Richard S Raskin, Ray Shapiro, Josh Bank, Application Administrator
- Date: May 1982
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
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Effects of Inflation on the Needs of Retired Persons
Effects of Inflation on the Needs of Retired Persons This 1982 discussion session addresses three questions: ... How will continued high rates of inflation affect the financial needs of retired persons, both absolutely ...- Authors: Barnet N Berin, Donald S Grubbs, Dallas L Salisbury, James R Swenson, Toni Hustead
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Optimizing QDIAs for Retirement
Retirement The article describes the factors that should determine the asset allocation of an employer's ... target date funds (TDFs), increasingly dominate the defined contribution (DC) plan universe. According ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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Annuities Versus Tontines in the 21st Century
Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing ... (RITs) in today’s market place. March 2018 The Society of Actuaries’ Retirement Section is pleased to ...- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Defaults for Distribution of Retirement Assets: What are the Issues?
Defaults for Distribution of Retirement Assets: What are the Issues? The abstract for a paper that focuses ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Plan design
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Retirement Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased Retirement
Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased ... Retirement This paper explores the advantages and disadvantages of a defined benefit plan option for ...- Authors: Aliya Wong
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design