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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
than six or seven years of service. Then you take care of the long-service employees. There is a tremendous ... my clients, setting up a separate 3% plan to take care of the minimum top heavy and then just do it strictly ...- Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
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Pension Plan Terminations
appreciate it more. A young work force may not really care about a defined benefit plan. Also, from the employer ... seeing plan provisions that many carriers don't care for. PREPLACENIENT PLANNING Preplacemcnt planning ...- Authors: Allen R Beard, Jeffrey Kamenir, Dane Mitchell, Paul Zeisler, James R Hiner
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
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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 ...- 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
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Portability of Defined-Benefit Pensions
Portability of Defined-Benefit Pensions In defined-benefit plans, a portability problem ... benefits, not to existing retireds. Also, medical care 20 and 30 years ago was not as complex or as expensive ...- Authors: Harold J Brownlee, William David Smith, Peter R Hardcastle, JENNIFER ANN CHRISTENSEN
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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Maximum Benefit Limitations
Maximum Benefit Limitations Presenters examine the difficulty in determining, under current regulations, ... plan salary deductions for medical and dependent care to compensation for 415 purposes. If you look at ...- Authors: Roscoe Haynes, Victor A Kamat
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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Balancing Defined-Benefit DB and Defined-Contribution DC Plans
Balancing Defined-Benefit DB and Defined-Contribution DC Plans Presenter examines issues ... design. We're all going through that now with health care delivery, and I think we're going to be going through ...- Authors: Anthony C Deutsch, Don H Sauvigne
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Providing Financial Security for Retirees
Providing Financial Security for Retirees This panel discussion session focuses on the financial ... the adequacy of retired income. There are four primary sources of income for our senior citizens. These ...- Authors: M David R. Brown, Donald S Grubbs, Theodore J Kowalchuk, Charles L. Trowbridge
- Date: Oct 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security
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PBGC and the Current Economic Environment
PBGC and the Current Economic Environment This session from the 2003 SOA Spring Meeting discusses ... market and you can find an annuity carrier to take care of your guaranteed benefits, which will issue you ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy