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Design and Mechanics of Pension Plans
Design and Mechanics of Pension Plans This is a discussion about pension plan design and mechanics including: 1. Adjustment of pension benefits for inflation, 2. Major revisions or plan ...- Authors: Kenneth Altman, George Brummer, James L Clare, John H Flittie, Robert F Link, John A MacDougall, Malcolm D MacKinnon, D'Alton S Bill Rudd, J Perham Stanley, Carl Fischer, Charles Barry H. Watson, Charles L. Trowbridge, Dorrance C. Bronson, Charles B Baughman
- Date: Oct 1967
- 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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Balancing Defined-Benefit DB and Defined-Contribution DC Plans
Balancing Defined-Benefit DB and Defined-Contribution DC Plans Presenter examines issues present when a defined benefit plan exists simultaneously with a defined contribution plan. From the ...- Authors: Anthony C Deutsch, Don H Sauvigne
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Chapter 4: Actuarial Issues
Chapter 4: Actuarial Issues Chapter 4 discusses a range of actuarial issues associated with DROPs. From Design and Actuarial Aspects of Deferred Retirement Option Programs, M-RS03-2.- Authors: Society of Actuaries
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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Researching Benefit Plans An Interview with Julie Stich
Researching Benefit Plans An Interview with Julie Stich An interview with the director of research at International Foundation of Employee Benefit Plans hybrid pension plans;retirement plans;DB ...- Authors: Society of Actuaries
- Date: May 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
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The Actuary Vol. 22, No. 2 The Nonqualified Plan Market
The Actuary Vol. 22, No. 2 The Nonqualified Plan Market This article discusses the non-qualified market opportunities presented by the new limitations imposed on qualified pension plans. Defined ...- Authors: Sara K Miller
- Date: Feb 1988
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
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In the Beginninng...How does ERISA Apply to Annuities
In the Beginninng...How does ERISA Apply to Annuities This article, another in the popular series devoted to tax basics, provides an overview of how the Employee Retirement Income Security Act of ...- Authors: Michael L Hadley
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
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May 2016 - Pension Section News
May 2016 - Pension Section News May 2016 issue of Pension Section News hybrid pension plans;retirement plans;DB;DC 6442469090 5/1/2016 12:00:00 AM ...- Authors: Society of Actuaries
- Date: May 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
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A View from the SOA's Staff Fellow for Retiremen
A View from the SOA's Staff Fellow for Retiremen Column describing shifting paradigm for retirement plan design in North America that highlights recent SOA research project on Target ...- Date: May 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
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Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems This material summarizes work done to date to develop a model for a quantitative evaluation framework for ...- Authors: Rowland Davis
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Increased Interest in International Plans
Increased Interest in International Plans Recently, we have seen renewed interest in the international (or “offshore”) pension plan. An international plan typically provides benefits for ...- Authors: Carl Hansen
- Date: Sep 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks