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Retirement Plans
Retirement Plans This is a discussion about steps that have been taken to revise or supplement company retirement plan benefits to recognize higher ... and had taken a joint and two-thirds survivor annuity.- Authors: William C Brown, WALTER L CHAPIN, GREGORY CHARLES THOMPSON
- Date: May 1951
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Portability of Pensions: Worldwide Experience
Britishactuary by initial training. I have lived in the U.S. for the last 17 years, which makes me more an American ... Canadian actuary by training, but I've been in the U.S. for over 30 years. I spent most of those years with ...- Authors: Robert M Katz, Raymond E Sharp, Charles Barry H. Watson
- Date: Apr 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Session 178: Innovations in Reducing Pension Risk
Session 178: Innovations in Reducing Pension Risk Risk-shared plan designs have been gaining significant ... used to purchase a life annuity (10-year guarantee) based on Sun Life annuity calculator results from ...- Authors: Robert Brown, Dani Goraichy, Derek Dobson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Target benefit plan
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Public Pension Plans
had the original purchasing power value of the annuity they originally were receiving eroded. And so, ... []Funding Funding Funding Funding Funding FundingS0r.da s .d N ll NSpread SpreadSpread Spread < 2%, < 2%, 2%sand ...- Authors: Robert Steven Dezube, William Hogan, Rick A Roeder
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
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Designing An Integrated Pension Plan
dynamic type of a table. In other words, in the old days somebody might produce a table based on a wage ... might call a 1989 covered compensation table. They would use that table and write it into their plan. They ...- Authors: Michael R Hill, Richard Schreitmueller, John Wade
- Date: Apr 1989
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Cash Withdrawal Right
Cash Withdrawal Right From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ ... has the right to change the interest rate or annuity purchase rates on money already received, places ...- Authors: Raymond W Bender, Robert F Link, John C Archibald
- Date: Mar 1960
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Effect Of TRA And OBRA On Benefit Program Design
non-resident aliens with no income from sources within the U.S. may continue to be excluded, as under existing law ... actuarial equivalent of the age 65 Straight Life Annuity amount, if that's what your plan provides. On the ...- Authors: Paul Chow, Robert Gordon Cosway, Charles Dean, Daniel W Sherman
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
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Pension Plan Design
Your normal form of benefits has got to be an annuity. You have to satisfy the benefit accrual rules ... Because it is a DB plan, you have to offer an annuity, but it is a fairly simple exercise to put the ...- Authors: Sheldon Gamzon, V Benjamin Haas, Eric Lofgren, William Torrie
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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The Design of Pension Plan Benefits under Conditions of Inflation
DALEB. GRANT. Panelists:LEONARDJ. BARDSLEY,NORMAN S. LOSK,GERALDRICHMOND, GUY SHANNON i. Measuring the ... questionthatthisisa subjectof deep concern to PlanSponsors. The 70's were traumatic both in terms of inflation and of the ...- Authors: Leonard J Bardsley, Dale B Grant, Norman S Losk, Gerald Richmond, Guy Shannon
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Limited Period Early Retirement Incentive Programs
Limited Period Early Retirement Incentive Programs This session from the 1983 SOA Hollwood, ... multi-national foods and consumer products company. Our U.S. workforee, as Bill said, is more than 60,000 people ...- Authors: Lambert R Butzen, Richard Fulljames, Charles C Habliston, Myron Hochheiser, William J Sohn
- Date: Oct 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design