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Conversations with Your Uncle
who pay attention can see that the trustees' repor(s from the last two or three years on the Social Security ... consent provisions under your joint and survivorship (J&S) that are wrong, or you don't have definitely determinable ...- Authors: Steven Bryson, Kathryn G Marticello, Harlan M Weller
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
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Pension Actuarial Assumptions
rates in this case should be consistent with the annuity purchase rates that are currently available. This ... PANEL DISCUSSION with annuity purchase rates, or the interest rate used in the annuity rates. It says that ...- Authors: Kathryn G Marticello, Adrien R LaBombarde, Ray N Shaak
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods
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Social Security Integration
Moderator: RICHARD (3. SCHREITMUELLER Panelists: DONALD S. GRUBBS, JR. KATHRYN G. MARTICELLO Recorder: WAYNE ... so it's a subject of great interest. MR. DONALD S. GRUBBS, JR.: I'm going to start out saying a couple ...- Authors: Wayne R Foster, Kathryn G Marticello, Donald S Grubbs, Richard Schreitmueller
- Date: Oct 1988
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Schedule B Problems
dissatisfaction with one of the questions on 1991's Schedule B -- line 6B, which asks for the date of ... little bit on why that question showed up on 1991's Schedule B and what its prognosis is for future years ...- Authors: Barbara J Eversberg, Kathryn G Marticello
- Date: Apr 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Funding
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Recent Rulings and Regulations Update - Late-Breaking Developments
pension plans, defined-benefit (DB) plans, and the annuity starting date, which is the "as of" date and not ... new definition of compensation under Section 414(s). The Service is currently thinking about establishing ...- Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Message from Your Uncle
Message from Your Uncle 1994 SOA Meeting, San Antonio. This session gave Internal Revenue Service ... for single fund distribution, two joint survivor annuity issues, deduction limits for self-employed, and ...- Authors: Kathryn G Marticello, John D Marshall, Harlan M Weller
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy