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Panel Discussion - H.R. 10
Panel Discussion - H.R. 10 This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The ...Description: This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The following questions are addressed: To what extent is coverage under H.R. 10 being provided under individual policies and under group contracts? What problems are presented in each approach? If special plans are used, what provisions must be included? If normal contracts are used, what modifications or endorsements must be made? What plans are generally used? If split-funding is not used with normal contracts, how are increases in contributions handled? To what extent are trust or custodial accounts being used? From Transactions of Society of Actuaries 1964, Vol. 16 Pt. 2.
Hide- Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
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Retirement Plans
Retirement Plans This discussion analyzes the advantages and disadvantages of retirement plans under which the annuity benefits payable to the individual will be variable and will depend on the ...Description: This discussion analyzes the advantages and disadvantages of retirement plans under which the annuity benefits payable to the individual will be variable and will depend on the investment experience of a fund consisting primarily of equity investments. This discussion also looks at the advantages and disadvantages to a recently introduced type of group annuity contract. From Transactions of Society of Actuaries 1952, Vol. 4, No. 8.
Hide- Authors: Society of Actuaries
- Date: Apr 1952
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement