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  • What Retirement Plan Features Do Employees Really Want?
    with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees ... features they prefer. pension policy, running out of money, retirement risk, retirement plans, retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session ... nondiscrimination issues, IRS issues and communication about the plans to participants. Demographics;Discount rates=Interest ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans