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How Family Dynamics Influence Retirement Security
How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay examines the influence family structure has on retirement ...- Authors: Gregory A Ward
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition
Retirement Needs Framework, Chapter 3: Retirement - A Multiphased Transition This paper examines the growing trend toward phased retirement in which workers move slowly into full-time leisure, ...- Authors: Robert Brown
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Social Security Integration Under TRA 1986
Social Security Integration Under TRA 1986 This session discussion is about the effect of the Tax Reform Act of 1986 and proposed regulations on Section 401L. From Record of the Society of ...- 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
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Integration of Private Pension Plans with Social Security
Integration of Private Pension Plans with Social Security Since the Internal Revenue Service updated its rules for integration of qualified pension plans [Revenue Ruling 71-446] nearly ten years ...- 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
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New CPP Enhancements Fast Facts
New CPP Enhancements Fast Facts Fact sheet describing the report, "New CPP Enhancements: What do they mean for Canadian workers and seniors? Canadian Pension Plan;Retirement ...- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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A Tale of Two Pension Plans Fast Facts
A Tale of Two Pension Plans Fast Facts Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective. pension plan risk, pension ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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Market Consistent Valuation and Funding of Cash Balance Pensions
Market Consistent Valuation and Funding of Cash Balance Pensions In this paper, the authors have analyzed the Cash Balance pension and contributions using the methods and principles of financial ...- Authors: Xintong ZHU, David Morris Saunders, Mary Hardy
- Date: Dec 2013
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Financial economics; Pensions & Retirement>Plan design
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European Regulation Of Pension Plans
European Regulation Of Pension Plans Article from The Actuary, October 1971 – volume 5 - Issue 8 is a review of report prepared by Frank M. Kleiler for the United States Department of Labor on ...- Authors: John Dyer
- Date: Oct 1971
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Global Perspectives; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Social Insurance
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Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose?
Single Life versus Joint and Survivor Pension Payment Options: How do Married Retirees Choose? This article presents the findings of an Urban Institute study sponsored by the Pension Section and ...- Authors: Richard W Johnson
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Preferences Survey
Preferences Survey This article discusses the findings of the Retirement Plan Preferences Survey which asked workers participating in defined benefit plans and defined contribution plans which ...- Authors: Emily Kessler
- Date: Mar 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design