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Design Of Integrated Retirement Plans
beginning with workers who attain age 62 in the year 2000 and is fully effective for those workers who attain ... 62 retirement,it begins to effect you in the year 2000. With people who retireat age 65, the effect is ...- Authors: Robert L Barnes, John P Fixmer, Kim Nicholl, Craig A Olney, Patricia Conger
- Date: Apr 1983
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Addressing the Financial Risks from Retirement Systems Seminar: Plan Design
Panelists: EDWARD E. BURROWS C. IAN GENNO THOMAS S. TERRY Summary: Before ERISA and SFAS 87, various ... of DB plans. Suddenly, going to the negotiation table once every three years or five years and negotiating ...- Authors: Edward E Burrows, C. Genno, Thomas Terry, Alan Parikh
- Date: Jun 2005
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Pension Plan Design
Primary Insurance Amount (PIA) is fixed at 41.6%. Table 1 shows a comparison of this amount with other possible ... national average wage increases at 6% per annum. TABLE 1 COMPARATIVE FUTURE PROGRESSION OF SOME ALTERNATIVE ...- Authors: Preston C Bassett, Henry Bright, M David R. Brown, Gilbert V I Fitzhugh
- Date: May 1978
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Design For Small Organizations
ORGANIZATIONS Moderator: DONALD J. SEGAL Panelists: PHILIP S. HILL* BRIAN J. MATTSON ARTHUR H. TEPFER Recorder: ... techniques to maximize tax deferrals MR. PHILIP S. HILL: No one can be efficient in small plan design ...- Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Phased Retirement
Society of Actuaries Note: The chart(s) referred to in the text can be found at the end of ... done in 1999 and 2000, when this was very much front of mind. The events of 2000, 2001 and 2002, from ...- Authors: John F Kalnberg, Valerie A Paganelli
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Nontradition and Nonqualified Plans- Advanced
Moderator: DONALD S. GRUBBS, JR. Panelists: CLYDE D. BEERS MARK WlNTNER* Recorder: DONALD S. GRUBBS, JR. ... compensation plans -- Funding vehicles MR. DONALD S. GRUBBS, JR.: Nonqualified deferred compensation plans ...- Authors: Application Administrator, Donald S Grubbs, Mark Wintner
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Plan Design Issues: The Employer Perspective
_____________________________ *Copyright © 2000, Society of Actuaries †Mr. Habegger, not a member of ... plan, we’d probably think about a plan that pays annuity benefits. The employer controls the investments ...- Authors: R Inglis, Gary L Habegger, David Jakes
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Small Pension Plans
includes individual policy pension plans, group annuity plans and plans serviced by consultants, we will ... individual policy pension plans and small group annuity policies through a traditional agency system, with ...- Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
converted using UP84 with no age setback as the mortality assumption and the Pension Benefit Guaranty Corporation ... prior to the conversion. They used Unisex Pension Table (UP84) and PBGC rates for the conversion. The ...- Authors: William Torrie, Kyle Brown
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Changing Patterns of Retirement
Changing Patterns of Retirement Our panel discusses research conducted by the SOA's ... panel discusses research conducted by the SOA's committee on post-retirement needs and risks current ...- Authors: Robert Brown, Arnold Shapiro, Matt Drinkwater, J Gary Johnson
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design