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Current IRA United States and RRSP Canada Developments
and investment experience often have a far more direct bearing. But by focus- ing solely on the portion ... some traps which need to be avoided. Particular care must be taken to avoid employer involvement -- or ...- Authors: Herb N Beiles, William H Bowman, Gary G Graham, Bruce E Nickerson, Gary N See
- Date: Jun 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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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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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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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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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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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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Developments in Federal Regulation of Pension Investments
spend, or directthe use of pensionmonies,or to direct them for politically or socially "correct" ends ... Other kinds of social investing would include direct investing. Oftentimes unions will directly or indirectly ...- Authors: Rick A Roeder, David N Heap, David C Ganz
- Date: Apr 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement