Description: This is a panel discussion session focusing on national pension policy including what the United States and Canada are doing to solve the problems that face the pension industry. From Record of Society of Actuaries 1980, Vol. 6, No. 4.

Description: At this presentation, the Deputy Assistant Secretary of the U.S. Department of Labor discusses the following topics of current interest: 1. Recently issued 404c regulations affecting defined contribution plan investments, and 2. Annuities and Guaranteed Investment Contracts 'GIC's' in light of the Executive Life insolvency. From the Record of the Society of Actuaries Vol. 18, No. 4B.

Description: This session addresses various questions, such as how are retirees typically handling large lump sum payments? How do retirees who take their benefits in a lump sum protect themselves against longevity risk? What pension purchase options are employers offering? What role can the plan administrator play in helping participants manage lump sums? From the Record of the Society of Actuaries, Volume 28, No. 2, Session 62pd.

Description: 1992 SOA Regional Meeting, Chicago. This presentation provided a 1992 rulings and regulations update including: 1. Bankruptcy. 2. Pension Benefit Guarantee Corporation update. 3. IRS Announcement 92-29, which extended the effective dates for the 401 a4 and related regulations. 4. IRS Announcement 92-81, which is is the data procedure announcement for 401a4 substantiation. 5. Revenue Procedure 92-42, which, repeals Revenue Procedure 89-45. 6. The Internal Revenue Service business plan.

Description: This presentation is a panel discussion from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss pension plan termination issues, starting with the question ‘are plans still terminating?’ The panelists discuss distress and insufficient terminations, annuity outlook and procedures, and alternatives to termination. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 3A.

Description: In light of the Executive Life insolvency, this panel discusses the current situation regarding insurance company guaranteed products and retirement plans. Also addressed is what the DOL, IRS, PBGC, Congress and the insurance industry have done. From the Record of the Society of Actuaries Vol. 18, No. 2.

Description: Discussion of the laws and regulations of the IRS, Department of Labor, and PBGC with regard to pension plans that are in effect but often overlooked by practitioners.

Description: This presentation is a panel discussion from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss the status of rules and regulations on nondiscrimination for pension plans, including the relevant subsections of the Internal Revenue Code, ‘IRC,’ sections 401 and 410, and proposed regulations. In general, to be nondiscriminatory, a plan may not unduly favor highly compensated employees. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 3A.

Description: This 1977 panel discussion focused on the implications of proposed revisions of the standard valuation and nonforfeiture laws. Areas discussed included: 1. A regulator's perspective 2. Applications to Life and Annuities 3. applications to Pensions

Description: This session from the 1995 SOA Vancouver Meeting examines the programs for plan correction such as administrative policy regarding sanctions program 'APRS', the voluntary compliance resolution VCR program and closing agreement program CAP of the IRS. From the Record of the Society of Actuaries, Vol. 21, No. 3a.