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View from the Staff Fellow
presidential term will start (for those of us based in the U.S.). While I will steer clear of any political views ... challenges facing the retirement system. In the U.S. there are challenges with key plans in the multiemployer ...- Authors: Andrew Peterson
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Public Policy
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The Actuary Vol. 20, No. 4 Editorial - Later Retirement
POI’PFL 7’he Acruar~ DAVID S. WILLIAMS P.O. Has 19253 .IC)StPH \\‘.S. Y:\U Scnllle, \\‘A 98109 Com~c~~rm ... SW Park Boulc~ ard, Irasca, /L 60143. KiL,hard S. Roberrson. Presidenr. Richard V. ,MinL~k. Secrerary ...- Authors: Charles L. Trowbridge
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy; Social Insurance>Social Security
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Digest of Discussion at Concurrent Sessions - Pensions
today's program: (1) the Pension Benefit Security Act, S. 3421, introduced by Senator Yarborough; (2) the Welfare ... (3) the Pension and Employee Benefit Act of 1967, S. 1103, introduced by Senator Javits. For this dis- ...- Authors: James A Attwood, William A Dreher, Donald H Reid, Thomas L Wills, John Dyer, Harry D Morgan
- Date: Oct 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Public Policy
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Tax Policy for Retirement Income Plans
example, the role of insurance companies is on the table now and a year ago it wasn't. Unless the policy ... ago which said not to tax Social Security benef_(s. There was no great public debate, no one really complained ...- Authors: Richard Schreitmueller, Syl Schieber, Jeanne E Casey
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Pension Topics For The Non-Pension Actuary
of them will want to implement that early. Non-U.S. plans and small nonpublic plans do not have to implement ... our A-upper 12s, where we had both interest and mortality all rolled into one number. They like separating ...- Authors: Karen Justesen, Stanley C Samples, Deborah Stern, Joan Weiss, Daniel M Matern
- Date: Apr 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design; Public Policy
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Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 1: The Backdrop
services industry came into effect on January 1, 2000. From that date, it became possible for American ... of a Mexican insurance company (AM Best, 2000). In late 2000, the longest running ruling party in the ...- Authors: Tapen Sinha
- Date: Jun 2002
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy
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Plan Design Issues [Advanced]
some of the smallermore developing regions. In the U.S. we employ 65,000 employees; 10,000 of those 65,000 ... they're down to just over 200,000 now, this is for the U.S. work force, so IBM has been encouraging employees ...- 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
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Benefits, Rights, and Features
Unpredictable Contingent Events If you have a BRF that' s contingent on an unpredictable contingent event, you ... Other Special Rules The qualified joint survivor annuity (QJSA) and spousal death benefits, if they're non- ...- Authors: Peter R Sturdivan
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy
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National Retirement Income Policy
Moderator: DONALD S. GRUBBS, JR. Panelist: KENNETH A. STEINER Recorder: DONALD S. GRUBBS, JR. o Why ... pension plans and benefits be taxed? MR. DONALD S. GRUBBS, JR.: I'm Don Grubbs. I have a little consulting ...- Authors: Donald S Grubbs, Kenneth Steiner
- Date: Apr 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Macroeconomics; Pensions & Retirement>Pension legislation and regulation; Public Policy; Social Insurance>Social Security
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The Utility of Illiquidity
a tax exclusion ratio of 62 percent (based on annuity quotes as of March 2009). This means that for ... inflation-indexed immediate annuity that would cost about 25 percent more than the unadjusted annuity. Thus $196,379 ...- Authors: Garth A Bernard
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy