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The Personal Actuary
The Personal Actuary Introduction to the field of the Personal Actuary. The session presented what a ... what skills need to be enhanced potential clients of a personal actuary and how an aspiring personal actuary ...- Authors: John M Bragg, Teresa Winer, Mitchell Serota
- Date: Jun 2005
- Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
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Pension Section News, June 2001, Issue No. 46
Pension Section News, June 2001, Issue No. 46 Full version of Pension Section News, June 2001, ... Section News, June 2001, Issue No. 46 Full version of Pension Section News, June 2001, Issue No. 46. 26070 ...- Authors: Lawrence N Bader, Frank G Burianek, Mitchell Serota, Joan Weiss, Bruce Cadenhead, Pamela Marlin, Jeffrey A Rees, Barbara M. Choyke
- Date: Jun 2001
- Publication Name: Pension Section News
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Smaller Consulting Firm Section, January 2003, Issue No. 1
Smaller Consulting Firm Section, January 2003, Issue No. 1 Full version of Smaller Consulting ... Section, January 2003, Issue No. 1 Full version of Smaller Consulting Firm Section, January 2003, Issue ...- Authors: Ian G Duncan, David Godofsky, George McCauslan, Mitchell Serota, John Riley, Carl Friesen
- Date: Jan 2003
- Publication Name: The Independent Consultant
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Current Developments In Pensions: U.S.
discussion from the 1983 SOA Vancouver Meeting looks at recent developments in pensions for the United States ... defined benefit and defined contribution plans, the taxation of social security benefits, and FASB views on ...- Authors: Robert Byrne, Jeremy Gold, Peter B Hutzel, Mitchell Serota
- Date: Jan 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Social Insurance>Social Security
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Session 103: How Equitable is Your Actuarial Equivalence?
for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which ... reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and ...- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
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Session 177: Late-Breaking Developments
Session 177: Late-Breaking Developments The presenters will provide an update on recent developments ...- Authors: Tammy Dixon, Mitchell Serota, Brienne Wyllie
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation
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QDROs with Fewer Hassles
play a crucial role in assisting the couple, the attorney's and the human resources professional in ... complexity, thereby saving legal and consulting fees for the divorcing couple and easing their stress. Defined ...- Authors: Mitchell Serota
- Date: Jun 2001
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design
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Smaller Consulting Firm Section—Goals
from: The Independent Consultant January 2003 – Issue No. 1 A s members of the Smaller Consulting ... build our own businesses. We foresee that the growth of traditional, corporate (or larger consulting ...- Authors: Mitchell Serota
- Date: Jan 2003
- Publication Name: The Independent Consultant
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Searching for Revenue in a Very Wrong Place
Mitchell I. Serota M ike is a freshman at University of Illinois, majoring in actuarial science. He lives ... is easily accessible from I-57. Looking at a map of northern Illi- nois, one can observe I-294 clearly ...- Authors: Mitchell Serota
- Date: May 2014
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Finance & Investments>Economic value