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Integration
depending on the integration level. There is a table in Notice 89-70 that shows the percentages. Finally ... plan year, excluding pay in anyyear above that ye_'s sec_ security wage base. 5. Intsgmlion Level Level ...- Authors: Adrien R LaBombarde, Harold A Loeb, Richard Schreitmueller, Philip B Seelinger
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans
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What Is The Future Of The Actuary In Employee Benefits?
plan. Lance Weiss is a Consulting Principal with A. S. Hansen in Chicago. He's going to discuss the contribution ... of the Society, is a consulting principal with A. S. Hansen, Inc., Chicago, Illinois. 593 PANEL DISCUSSION ...- Authors: Patrick F Flanagan, Stephen J O'Grady, Rick A Roeder, Lance J Weiss, Charles Barry H. Watson
- Date: Apr 1986
- Competency: Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Competencies; Health & Disability>Health insurance; Pensions & Retirement>Corporate plans
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Group Universal Life Product
very high commissions, high lapse rates, high mortality, high ex- penses relative to everything, and low ... Medium Case (200-2,000) Everyone Commission Level s Smal I Case (0-200) PayrolI Deduction Writers ProfitabiIity ...- Authors: David Bohmfalk, William Britton, Ian G Duncan, Julie A Herz
- Date: Apr 1988
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans
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View From The Internal Revenue Service IRS
distribution and the rank-and-file employee gets a life annuity, there is a significant difference in the value ... Revenue Ruling 86-48 extends Revenue Ruling 85-6's principles, which deal with 499 PANEL DISCUSSION ...- Authors: Ira Cohen, John M Finley, Leroy B Parks
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Public Policy
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Communication Of Benefits To Employees
restaurant and watched a man and a woman sitting at a table and half an hour or 45 minutes go by without a word ... after the employees became aware of this in 1980. A U.S. Court of Appeals upheld a District Court ruling ...- Authors: Judy Baum, Louis C Kleber, Stanley Tannenbaum
- Date: Apr 1986
- Competency: Communication>Written communication; Relationship Management>Staff management and motivation
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Health insurance; Pensions & Retirement>Corporate plans
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A View From Plan Sponsor Actuaries
company, which wanted to get involved in the annuity business in the States. The question was do you ... and then interpret it for the plan sponsor in the U.S. Big corporations have big pension plans, and they ...- Authors: Jean-Louis Masse, Judith D Spigal
- Date: Apr 1986
- Competency: Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Best practices; Pensions & Retirement>Corporate plans
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View From The Internal Revenue Service 'IRS'
traditional type of defined benefit plan that defines an annuity and then provides a discount rate based on the ... may be a continuing financial interest. MR. SAMUEL S. STANLEY: Has the IRS done any more thinking about ...- Authors: Ira Cohen, John M Finley, Leroy B Parks
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Public Policy
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Cafeteria Benefit Plans
started as a method to please employees in the mid 1970's has for many companies become a system of delivering ... management strategies for benefit programs in the 1980's. I'd llke to focus on the cost containment objective ...- Authors: David G Adams, Richard S Bilisoly, Dale L Gifford, Allan J Grosh, Thomas Smith
- Date: Apr 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability; Life Insurance>Group plans - Life Insurance; Pensions & Retirement>Corporate plans
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Coverage and Participation Requirements
plan deferrals, contributions to a tax-sheltered annuity, or a Simplified Employee Pension (SEP) program ... their 21st birthday, nonresident aliens with no U.S. source of income, and collectively bargained employees ...- Authors: William A Farquhar, Bradley C Fowler
- Date: Apr 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans
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Effects of ERISA on The Marketing And Administration Of Individual Policy Retirement Plans
contract in the market place might be a no-load annuity contract guaranteeing 10% interest for i0 years ... requirements for "unbundling" our HR-10 and Tax Sheltered Annuity business. The increased reporting and disclosure ...- Authors: Roger A Buckman, Paul D Halliwell, Christopher H Wain, Harold G Wiebke
- Date: May 1975
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans