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  • Plan Design Under ERISA
    (4) Employee Contributions: Some have wondered if direct employee contri- butions to pay for either of these ... service, less, at age 65, 75% of the Social Security Primary Insurance Amount. For this plan, the accrued benefit ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
  • Mergers and Acquisitions
    been with that union in the past, he might not much care, and just let the union handle its own problems ... requirements. Personally I have found that more direct and yet informal contact with our clients' actuaries ...

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    • Authors: Robin G Holloway, William J McDonnell, Joseph R Zatto, Shaun F O'Malley
    • Date: May 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • National Retirement Income Policy
    are looking at measures of when people can't take care of themselves anymore. Maybe something like this ... role of each of these legs and any other legs you care to discuss? 114 NATIONAL RETIREMENT INCOME POLICY ...

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    • Authors: Donald S Grubbs, Kenneth Steiner
    • Date: Apr 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Economics>Macroeconomics; Pensions & Retirement>Pension legislation and regulation; Public Policy; Social Insurance>Social Security
  • Pension Plan Principles and Practices
    pension actuaries. In other words, I believe that care must be taken to leave the judgment as to what is ... all this also means that the actuary should take care to abide by the Guides and Opinions which seem to ...

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    • Authors: Thomas P Bleakney, Thomas M Malloy, Robert W McCarty, Daniel F McGinn, Blackburn H Hazlehurst
    • Date: Mar 1975
    • Competency: Leadership>Professional network leverage; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • An Overview of ERISA - An Address by Alvin D. Lurie
    An Overview of ERISA - An Address by Alvin D. Lurie This presentation made at the 1975 Spring ... just three weeks ago. Publication Program Our primary emphasis has been on regulations that will be first ...

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    • Authors: Alvin D Lurie
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Effects Of The Economic Recovery Tax Act Of 1981
    Effects Of The Economic Recovery Tax Act Of 1981 This meeting session, which occurred at the ... most active. Most of the advertising has been in direct communi- cation to current customers. Most likely ...

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    • Authors: Harper L Garrett, Gene A Goldman, Gary A Pines, James B Terry, Clifford R Jones, Jeff R Hart
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Proposed PBGC Legislation
    come from premiums. However, there was a caveat. Care should be taken before raising premiums in order ... reconcile. A dollar to a retiree to pay for health care is not a lot different than a dollar from his pension ...

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    • Authors: C David Gustafson, Thomas J Holm
    • Date: Apr 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Public Policy
  • Future Of Retirement Income Plans
    Future Of Retirement Income Plans This session from the 1984 SOA Atlanta Meeting covers the ... benefit plans. As most of you probably know_ the primary thrust of the Employee Retirement Income Security ...

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    • Authors: Linda M Kahn, R David Parsons, Joe W Sullivan, Russell W Thurau, Joseph R Zatto
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Not Gone But Forgotten
    you have that definition, there needs to be some care in designing the factors that are used to convert ... SMITH: What are we trying to approve? Why do we care about this? What is this letting us do? MR. SEGAL: ...

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    • Authors: Donald Segal, Susan M Smith, Abbey L Keppler
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Cash-Balance Plans
    another cash-balanceplan that was added to take care of late hiresbecause late hirescouldn't get big ... this case may very well end up saying they don't care if there's a windfall; they want to make this plan ...

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    • Authors: Dale B Grant, Maria Sarli
    • Date: Apr 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy