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A Look at the Annuity Market After Department of Labor 'DOL' Interpretive Bulletin 95-1: Where Have All the Insurers Gone?
A Look at the Annuity Market After Department of Labor 'DOL' Interpretive Bulletin 95-1: Where ...- Authors: Zenaida Samaniego, Richard Schreitmueller, Brian Clark
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
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Actuarial Note: The Valuation of Self-Insured Retirement Plans
these employee retirement plans are the group annuity method, the individual contract method, and the ... are in use. Under the group annuity method, increments of deferred annuity are purchased each month with ...- Authors: Joseph C Noback
- Date: Mar 1950
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Professional development; Pensions & Retirement>Defined benefit plans
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In the Beginning... A Column Devoted to Tax Basics
Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement
significant increase in retirement plan savings in the U.S. over the past 20 years from the growth in 401(k) ... defined benefit plans. Most of this increase in the U.S., which occurred on per participant inflation adjusted ...- Authors: Victor Modugno
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
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The Small Plan Audit Program
which ended after 1988. The primary relevant rhanse.,s ill the lax law were the revision of the fitll-fimding ... issues contested by the IRS are snmmarized in Table 1. 7 For example, for the institutional plans the ...- Authors: Arnold Shapiro
- Date: Jan 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Defined benefit plans
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Valuing Pension Entitlements on Marriage Breakdown in Canada
Valuing Pension Entitlements on Marriage Breakdown in Canada This article is about valuing employee pensions ... Clearing House, 2000, Volume 1. Pension benefits;Pension valuation; 624 1/1/2000 12:00:00 AM ...- Authors: Robin Damm
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Pensions & Retirement>Defined benefit plans
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Plan Design Under ERISA
Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting ... minimum vesting standards, joint and survivor annuity benefits, maximum limitations, special problems ...- Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
- Date: May 1975
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
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Going Global: The Growing International Market for Pension Risk
Motors and Verizon trans- actions transformed the U.S. market, modest since the 1990s. Despite these ... Transactions U.K. Longevity Swaps U.K. Buyouts & Buy-ins U.S. All Transactions 2007 2008 2009 2010 2011 2012 ...- Date: Aug 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: Risk Management; The Actuary Magazine
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans
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You And Your Pension
Administration. ., (Continued on page 8) MORE ABOUT MORTALITY S. H. Preston, N. Keyfitz, R. Schoen, Causes o/ ... over 180 years. "This book presents data on mortality from recorded causes of death in 180 populations ...- Authors: Barnet N Berin
- Date: Feb 1973
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession; Pensions & Retirement>Defined benefit plans
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Actuarial Aspects of Cash Balance Plans
Actuarial Aspects of Cash Balance Plans The purpose of this study is to provide the actuarial profession with a review of the actuarial ... risks. Assumptions;Cash balance plan; 5940 7/1/2000 12:00:00 AM ...- Authors: Thomas Lowman, LISA ANNE STORMONT
- Date: Jul 2000
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Defined benefit plans