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Late Breaking Developments
a J&S annuity. Let's turn now to the rules for direct rollover and 20% withholding. We recall that this ... 1992 legislation that required plans to offer a direct rollover option. That same law expanded the class ...- Authors: Richard Schreitmueller, R Hardin Matthews
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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PBGC Guaranteed Benefit Obligations and the Nifty Fifty
of corporate annual report information is the primary source for the starting point. When 1 Ok information ... Enrolled Actuary. The simpler of the two options, direct calculation of the administrative expense loading ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, James A Kenney
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Public Policy
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Retirement Section News, Issue 96,October 2018
a bittersweet change as I will move on from my primary focus of working with retirement/pension actuaries ... the SOA members, in my SOA staff role. While my direct focus with retirement actuaries will be stop- ping ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Pension Plan Principles and Practices
assist actuaries in public relations. One of our primary goals is to prepare Recommendations which will ... body of principles and practices? I see four primary purposes: The first is guidance to members of the ...- Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy
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Integration Of Pension Plans - Where Are We Headed?
of total benefits was estimated as 150% of the primary old age benefit. The total value placed on social ... formula of 80% of total earnings less 100% of the Primary Insurance Amount does a pretty good job at all ...- Authors: Vincent Amoroso, Donald S Grubbs, Carol W Proffer, Elaine Worden
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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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 ...- 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
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Philosophy and Practice of Investment Income Allocation
category is immediate participation guarantee or direct rated pro- ducts. In this instance the experience ... contractholder fund under the contract. There is direct and immediate recog- nition of investment generation ...- Authors: Charles E Farr, Daniel J McCarthy, Thomas C Sutton
- Date: Jun 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Pensions & Retirement>Assumptions and methods; Public Policy
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How Should Retirement Policy be Reformed? Don't Speak All Together, Please.
income secu- rity. Defined benefit plans are the primary retirement benefit for about 90 percent of public ... “the golden age of equities.” With rising health care costs, Albahary said, the standard advice that retirees ...- Authors: Society of Actuaries
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Public Policy
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National Policy on Retirement in the United States and Canada
establish a policy to guide the Government in taking care of the retired, disabled and survivors in the United ... through to the Year 2050 or so, so we could take care of what is known as the "Baby Boom" which is now ...- Authors: Preston C Bassett, Keith H Cooper, Dallas L Salisbury, Donna J. Haley
- Date: May 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Challenges to Today’s Retirement System: A Delphi Survey Update
example, there was strong agreement that the health care system needed fixing, but there wasn’t uni- form ... market returns, longevi- ty, long-term care and health care. Figure 1 shows the re- sults: • Respondents ...- Authors: Emily Kessler
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge; Leadership>Professional network leverage
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy