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  • Retirement Implications of Demographic and Family Change Symposium Monograph: The Role of Multi-Employer Defined Benefit Plans in an Era of Phased Retirement
    advocate legal reforms designed to curb managed care abuse and protect professional standards; they ... by the agencies to work for other companies – Direct-Hire Temps – temp workers, such as seasonal workers ...

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    • Authors: Denise M Clark
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design
  • Social Security Integration Under TRA 1986
    in the same moldy drawer. Maybe it was well taken care of, but it hadn't been moved one inch. Now this ... introduced in a major way to effectively prohibit Primary Insurance Amount (PIA) offsets in the standard ...

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    • Authors: Judith E Latta, Edward W Maroni, Troy Barker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Pension Plan Dynamics
    is reduced if the pension plan benefit plus the primary Social Security benefit is too high in relation ... the test compares the pension plan benefit plus primary Social Security benefit against 85% of final average ...

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    • Authors: Thomas Levy, Rodger R Patrick, Robert J Schnitzer
    • Date: Jan 1977
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Comments on “The Total Career Benchmark Model: A Pension Model for Retirement 20/20”
    The plan removes the employer from being the primary “insurer” of both investment and longevity risk ... light of the ongoing debate over mandatory health care and the fact that businesses and employees generally ...

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    • Authors: Cynthia Levering
    • Date: Dec 2012
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement
    contractor relationship is that the employer cannot direct the manner of performance of the independent contractor ... programs in the first place. Health Care. Access to health care for part-time workers and for employees ...

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    • Authors: Yung-Ping (Bing) Chen, John C Scott
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design
  • Retirement Implication of Demographic and Family Change Symposium Monograph: Defined Benefit Plans in an Era of Phased Retirement
    contribution plans over defined benefit plans. The primary reason is that defined contribution plans can ... Retiree Health Benefits are at Risk Retiree health care costs are likely to become a greater concern to ...

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    • Authors: Aliya Wong
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Plan Design for the Next Decade
    business issues to be addressed. Competi- tion is a primary concern for many American employers, and mergers ... longer term, the budget deficit is likely to be a primary factor in new benefits legislation. The 1990s are ...

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    • Authors: Anna M Rappaport, David F Stirling, Larry D Zimpleman, Diana L Murray
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Impact of Pension Plan Design on Investment Strategy
    liabilitiesas an invest- ment target. I mean, it's very direct. Your liabilitiesin the plan structure are very ... You'll overprovide for the executive. One last primary windfall that can happen to the executive as a ...

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    • Authors: Carl Hess, Eric Lofgren, Howard A Freiman
    • Date: May 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
  • Integration of Private Pension Plans with Social Security
    disability, and death) as a percentage of the primary (retirement) benefit. Half of the cost of all ... equivalent to 83V~ percent of the employee's primary social security ben- efit, or 37~/,_ percent of ...

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    • Authors: Yuan Chang, John Feldtmose, Jeff Furnish, Michael J Gulotta, Douglas M Hodes, Frederic T Lhamon, Lawrence N Margel, Stewart G Nagler, A Frederick Rohlfs, Donald E Sanning, Robert J Schnitzer, Karen Mitchell
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design