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  • Current Developments In Pensions
    community. The large business community, whose primary interest is a reduction in the PBGC premium, has ... What we have, then, is a significant amount of direct legislative activity that has enhanced the attractiveness ...

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    • Authors: Robert B Aglira, Application Administrator, Lawrence J Kramer, Paul Douglas Lew
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Public Policy
  • Retirement Plans for Self-Employed
    legislation? What methods have been developed to take care of the varying amounts of premium exemption year ... the company must obtain from the policyholder a direct request that his contract be registered and an ...

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    • Authors: Society of Actuaries
    • Date: Oct 1957
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
  • PBGC Issues
    really thought 30-year amortization was going to take care of the problem. These plans could be systematically ... code, it doesn't exist. We don't care what the tax law says, we don't care what ERISAsays. It has to be explicit ...

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    • Authors: Gerald Dominic Facciani, Ronald Gebhardtsbauer, David C Lindeman
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Pension Section News, Issue 93, September 2017
    because their poor funded sta- tus will likely have a direct negative impact on participants and/ or taxpayers ... Products and Employee Benefit Plan Structure.” The primary motivation of this call is to identify potential ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy
  • Written Statement On Mandated Disclosure for Retirement Plan
    with caregivers of people who need substantial care and would not have generally fit into the focus ... appear, namely, inflation, health care expenses and long- term care expenses— although planning for these ...

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    • Authors: Carol Bogosian
    • Date: Feb 2018
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
  • Government and Pension Reports
    out-of-balance and teetering is, of course, the primary reason the two Commissions were formed in the first ... Commission strongly advocated the idea that the primary responsibility for the provision of adequate retire- ...

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    • Authors: James L Clare, Margaret E Pearson, Kenneth T Ransby, H Wayne Woods
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Chapter 8 - MINT: Modeling Income in the Near Term: U.S. Social Security Administration Near Term Retirement Income Model
    which characteristics were more important. The primary reason for imputing spouses was to provide earnings ... projected lifetime earnings and calculating the Primary Insurance Amount (PIA). 8-25 35 FICA is the ...

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    • Authors: Society of Actuaries, Joseph M Anderson
    • Date: May 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy; Social Insurance>Social Security
  • Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known Others?
    increases in longevity and improvements in health care. Since the late 1980s, this trend has leveled out ... analysis of the retirement decision, as well as the direct effect on the chosen retirement age just described ...

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    • Authors: Linda Brothers
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Full Funding Whiplash
    plan funding was pretty specific: it really did not care about the actuarial soundness of plans. The extent ... amortization and deficit reduction contribution is a direct result of the asset loss. Also note that $8 million ...

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    • Authors: Kathleen A FitzPatrick, Donald S Grubbs, Matthew Sloan, Helen I Mildenhall, David Jakes, David E Ready
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • Tax Policy for Retirement Income Plans
    explicitly involved, postretirement health and long-term care are implicitly involved. Postretirement health and ... forgiveness of the tax liability. In the case of health care, you can make a case that the federal government ...

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    • 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