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Single Life vs. Joint and Survivor Pension Payout Options–Report
issue in detail.) Because most married adults care about their spouses’ welfare, and federal law requires ... in the absence of legal inducements because they care about the well-being of their wives, although ...- Authors: Richard A Johnson, Cori Uccello, Joshua H Goldwyn
- Date: Aug 2003
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Nonqualified-Plan Issues
exempt. Let's assume you've decided that you don't care. You're going to pay it all out in a lump or whatever ... you'll have a taxable event." He said, "1don't care if I have a taxable event. I want to have an event ...- Authors: Donald Segal, P Garth Gartrell, James D Naida
- Date: Apr 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Pension Legislation And Implications
Pension Legislation And Implications This session discussion is about review of recent and pending ... all that many situations where you are placed in direct conflict, where the plan sponsor calls en you ...- Authors: Donald S Grubbs, David R Kass, Nicholas J M Simmons, John Wade
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans
Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public ... assumed rates of return, and asset returns have a direct impact on a plan’s funded status, this does not ...- Authors: Lisa Schilling
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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An Overview Of Pension Issues And Recent Developments For The Non-Pension Actuary
An Overview Of Pension Issues And Recent Developments For The Non-Pension Actuary This session ... combination of the two working together. The primary benefit is provided under the defined contribution ...- Authors: John Foley, David M Lipkin, Gretchen A Flatto, Ronald M Tagoff, Joel S Feingold
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Pension Plan Administration: To Outsource or Not?
Pension Plan Administration: To Outsource or Not? Panelists examine a general desire of companies ... outsource and the vendor agreeing that it will take care of it without having a detailed project plan is ...- Authors: Anil K Kohli, Scott R Fowler
- Date: May 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Voluntary Compliance Resolution and Closing Agreement Program
Voluntary Compliance Resolution and Closing Agreement Program This session from the 1995 ... these are temporary employees. The employer couldn't care less if the IRS blows up the plan. The IRS always ...- Authors: Judith E Latta, Karen Field
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Liability-Driven Investment
Liability-Driven Investment Research material that developed a Liability-Driven Investment ... Benchmark Model? The LDI benchmark model has three primary objectives: 1. The model maintains a high level ...- Authors: Kailan Shang
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Discussion - Pension PlansProvisions for Termination of Plan
Discussion - Pension PlansProvisions for Termination of Plan This is a discussion of ... pension claims. The employer should ob- serve great care on this point--see the New York City Omnibus case--and ...- Authors: James A Attwood, William W Fellers, D'Alton S Bill Rudd, J Perham Stanley, Ray M Peterson, Dorrance C. Bronson, W Rulon Williamson
- Date: Oct 1955
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement
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Mortality Improvement Scale MP-2014 Report
Mortality Improvement Scale MP-2014 Report This report establishes a new basis for mortality assumptions ... projection model. Specifically, RPEC had three primary objectives in releasing the Scale BB Report: ...- Authors: Retirement Plans Experience Committee
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement