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Message From the IRS
401 (a)(4) package. Do not expect a change to Primary Insurance Amount (PIA) offset plans. We're not ... Meanwhile, there are some office workers who take care of all the paper shuffling. What sort of plan can ...- Authors: James E Holland, Ethan Kra, Martin Slate
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Pension Problems - The Economy and ERISA
doesn't the employee have some responsibility to care for his old age by saving some part of his income ... levels. I believe that, for the next decade, the primary plan design issue will be to find ways of avoiding ...- Authors: Preston C Bassett, William A Dreher, Joseph J Stahl
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Executives Need Pensions Too!
So that’s now taken over as, in many cases, the primary limitation of the pension benefits. Given those ... that are really looking to the business to take care of the difficulties that they have on the limits ...- Authors: William B Fornia, Stephen C Kinsky
- Date: Jun 1996
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Small Plan Design and Funding Issues
in the 401(k) plan. Then for the partners, the primary plan, or what we call the mandatory plan, is a ... plan for, and I'm going to stick to it, and I don't care what the IRS 679 OPEN FORUM says, and I'll ...- Authors: Bob J Bolin, Steven Bryson, Elaine M Wiant, Gary G Short
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Pension Funding and Valuation
SESSIONS area of ERISA where the actuary has primary responsibility. ERISA sets up minimum funding standards ... how much was going to be transferred. This had a direct effect on the purchase price of the whole trans- ...- Authors: David A Daniels, Ian A D Holden, Claude Y Paquin, Thomas D Sloan, Martin Stempel
- Date: Oct 1975
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
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Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
This is a game that many of us pension types didn't care about, but it turns out that we're players in it ... have a defined contribution plan where people can direct their investments, they've put some of them into ...- Authors: James A Kenney, Richard Schreitmueller, Melissa Kahn, Angela J Arnett
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Mergers and Acquisitions
been with that union in the past, he might not much care, and just let the union handle its own problems ... requirements. Personally I have found that more direct and yet informal contact with our clients' actuaries ...- Authors: Robin G Holloway, William J McDonnell, Joseph R Zatto, Shaun F O'Malley
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Recent Rulings and Regulations Update - Late-Breaking Developments
doesn't apply until 1993, and so there could be a primary insurance amount (PIA)-offset plan for the earlieryears ... bargaining, or whatever have you, that funding will take care of itself. It's one way the PBGC could have addressed ...- Authors: Dale B Grant, Adrien R LaBombarde, David C Lindeman
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Current Common Areas Of Concern Of The Institute Of Actuaries And The Society of Actuaries
Current Common Areas Of Concern Of The Institute Of Actuaries And The Society of Actuaries ... Council (which does not involve itself in the primary disciplinary pro- cess) is the appeal body. However ...- Authors: Peter G Moore
- Date: Jun 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics; Actuarial Profession>Qualifications; Pensions & Retirement
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Retirement Counseling - A Valuable Employee Benefit
demographic changes. You're dealing with insurance, life care communities, and other approaches trying to solve ... as a forum to encourage prudent preventive health care practices. We can start educating people in their ...- Authors: William E Coffey, Carol S Humple, Peter Neuwirth
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement