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What Have Practitioners Done with Section 401a4? - Advanced
What Have Practitioners Done with Section 401a4? - Advanced This presentation discusses the ways actuaries have dealt with regulations under Internal Revenue Code 401a4 which prescribes tests ...- Authors: Donald S Grubbs, Judith E Latta, Steven Vernon, Joseph D Marsden
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Taxation to Individuals of Pension Income
Taxation to Individuals of Pension Income This presentation discusses the income taxes and excise taxes that may apply to individuals receiving benefits from qualified pension plans. Also ...- Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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United States Pension Topics - Late-Breaking Developments
United States Pension Topics - Late-Breaking Developments This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The ...- Authors: Arnold Shapiro, Harry Conaway
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Recent Rulings and Regulations Update - Late-Breaking Developments
Recent Rulings and Regulations Update - Late-Breaking Developments This session discussion will review rulings, regulations and announcements which have been issued in the last year. This is ...- 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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Postretirement Health Benefit Funding
Postretirement Health Benefit Funding This session discussion is about postretirement health benefit funding, corporate-owned life insurance COLI, trust-owned life insurance TOLl, settlement ...- Authors: Ethan Kra, Adam J Reese
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Retiree medical
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ASB Standard on Selection of Economic Assumptions
ASB Standard on Selection of Economic Assumptions 1993 SOA Spring Meeting, San Diego. This session discussed the proposed standards for determining the economic assumptions for the purposes of ...- Authors: Richard Daskais, Frederick Kilbourne, Karen I Steffen, Paul Withington
- Date: Apr 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods
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Pension Plan Principles and Practices
Pension Plan Principles and Practices This presentation made at the SOA 1975 New York meeting highlights the passage of ERISA and points up the desirability of formulating principles and ...- Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy
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Public Employee Retirement Systems
Public Employee Retirement Systems This discussion reviews benefit design, differences in funding methods and actuarial assumptions, political considerations and current studies and possible ...- Authors: Thomas P Bleakney, R Alvin Field, Hugh Gillespie, Ronald J W Smith
- Date: May 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Public sector plans
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Investment of Pension Funds
Investment of Pension Funds The objective of this discussion is two-fold: To provide insight into the ingredients of an investment program, performance objectives and in related goals and to ...- Authors: Murray Becker, William A Dreher, Allan B. Roby, Carl E. Hathaway, George S. Johnston
- Date: May 1975
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management
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Employee Compensation and Benefit Planning
Employee Compensation and Benefit Planning This presentation is about the general considerations in planning compensation, the role of government in compensation and benefit planning, the ...- Authors: Denis R J George, John A MacDougall, William H Sharkey, Joseph R Zatto
- Date: Jan 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Social Insurance>Postemployment benefits