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Retirement Plan Design: Case Studies
company came to us and said it was looking to take care of these executive retirement benefits to better ... situations that are now being carried over in the health care area. The attempt to establish these accounts ...- Authors: Ira Kastrinsky, William Torrie
- Date: Oct 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
for whatever reason, didn't understand or didn't care. It was presented as a voluntary, but I think it ... several organizations have filed briefs and don't care what the decision is; they just want a clear answer ...- 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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Retirement Plan Design
misstating some of the facts, but there was a direct comparison by the employees of what has happening ... in the plan. Only the fair cross section is a direct coverage test. So, I think, this is an area where ...- Authors: Marcia Dush, David A Lorisz, Robert L Pawelko, Richard T Tani, Roger C Siske
- Date: Oct 1986
- 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 - Canada
Pension Plan Design - Canada This meeting session was presented at the SOA's 1980 Spring ... I. Offset Methods. The government benefit is a direct offset from a gross payment. This offset may take ...- Authors: Shiraz Y. M. Bharmal, A David Pelletier
- Date: May 1980
- 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
Pension Plan Design For Small Organizations This presentation reviews the maximum contribution ... present values will be relatively small. So if our primary concern is to avoid super top-heavy status selecting ...- 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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Retirement Plans for Today's Work Force
describing benefit plans or plan design. I don’t care what consultant you have or what kind of a plan ... to be, by the way, paternalistic and the owners care about the welfare of their employees. It is facing ...- Authors: David A Conder, Karen I Steffen, Alexander Chernoff
- 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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The Changing Look of Retirement Plans
The Changing Look of Retirement Plans Panelists discuss current trends in the design of retirement ... have designed their programs with a different primary focus from what Dave is dealing with, where bang ...- Authors: Robert J Barry, William Torrie, David Yackel
- 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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Individual Policy Pension Trust
Individual Policy Pension Trust This panel discussion from the 1977 Record of the SOA Vol.3 No. ... not, most of these plans were installed to take care of the principals, not to promote the social good ...- Authors: William A Farquhar, Bruce A Huston, Glenn A Mateja, Warren J Winer
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
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Limited Period Early Retirement Incentive Programs
Limited Period Early Retirement Incentive Programs This session from the 1983 SOA Hollwood, ... supplement had to be reflected in the offset to the primary insurance amount. MR. ALBERT RETTIG (of the Pension ...- Authors: Lambert R Butzen, Richard Fulljames, Charles C Habliston, Myron Hochheiser, William J Sohn
- Date: Oct 1983
- 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 [Advanced]
Plan Design Issues [Advanced] This open forum is from the 1991 Meeting of the Society of Actuaries, ... heavily inte- grated plan. They didn't have a primary insurance amount (PIA) offset plan. There was no ...- Authors: Vincent Amoroso, Stephen E Baird, John J Haley, Paul A Rivera
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Public Policy