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  • Gradual Retirement: An Additional Option in Work and Retirement
    contractor relationship is that the employer cannot direct the manner of performance of the independent contractor ... programs in the first place. Health Care. Access to health care for part-time workers and for employees ...

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    • Authors: Yung-Ping Chen, John C Scott
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Pension Plan Administration
    benefit calculations, but the client would take care of everything else. There are more than three options ... clients’ address changes, tax selection changes, and direct deposit changes occurring throughout the year.

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    • Authors: John F Kalnberg, Curtis Morgan, Andrea Luallen Egg
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • Social Security Integration Under TRA 1986
    in the same moldy drawer. Maybe it was well taken care of, but it hadn't been moved one inch. Now this ... introduced in a major way to effectively prohibit Primary Insurance Amount (PIA) offsets in the standard ...

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    • Authors: Judith E Latta, Edward W Maroni, Troy Barker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Design Of Integrated Retirement Plans
    Recognizing that the age of entitlement to I00_ of the primary insurance amount is going to increase to age 67 ... rates, starting with the rates generated by the primary Social Security benefit. Comparing this curve of ...

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    • Authors: Barnet N Berin, Michael J Cellini, Ruth S Dollinger, Stephen Ohanian, Donald Segal
    • Date: May 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Plan Design for the Next Decade
    business issues to be addressed. Competi- tion is a primary concern for many American employers, and mergers ... longer term, the budget deficit is likely to be a primary factor in new benefits legislation. The 1990s are ...

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    • Authors: Anna M Rappaport, David F Stirling, Larry D Zimpleman, Diana L Murray
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Annuities Versus Tontines in the 21st Century
    Annuities ... 1 M. A. Milevsky’s primary affiliation is with the Schulich School of Business; ... York University in Toronto, Ontario, Canada. The primary contact (Milevsky) can be reached at milevsky@yorku ...

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    • Authors: Moshe Arye Milevsky
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Integration of Private Pension Plans with Social Security
    disability, and death) as a percentage of the primary (retirement) benefit. Half of the cost of all ... equivalent to 83V~ percent of the employee's primary social security ben- efit, or 37~/,_ percent of ...

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    • Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Current Topics: U.S. Pension
    acceptable way to do that. However, I think the primary motivation for those companies that have changed ... disability, and death) as a percentage of the primary retirement benefit. Then half of the cost of all ...

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    • Authors: Henry Bright, Robin G Holloway, Robert C Kryvicky, A Frederick Rohlfs
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plans
    plans; and (3) retirement annuity policies for direct purchase on a nontransferable basis. Some sort ... than a plan involv- ing a trust agreement or the direct purchase of nontransferable annuities. We feel ...

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    • Authors: James A Attwood, Raymond A Bierschbach, John H Biggs, Laurence E Coward, William H Crosson, Robert C Dowsett, Walter L Grace, Richard B Marx, Daniel F McGinn, Albert Pike, John B Stearns, Harry Walker, John F Ryan, John Dyer, Peter M. Tompa, Frederic P Chapman, A Charles Howell, Charles A Yardley, Jean M Lindberg
    • Date: Jan 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design