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Late-Breaking Developments
recent legislative and regulatory developments in the U.S. and Canada including the ownership of the surplus ... the Department of Labor's DOL's 'safest available annuity provider' rule and tax issues ...- Authors: John M Christie, Richard Schreitmueller, Mark Wintner
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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Technical Concerns: Late-Breaking Pension Developments
Technical Concerns: Late-Breaking Pension Developments ... Presenters discuss recent developments, especially in the U.S., that are not being covered at other pension sessions ...- Authors: Ethan Kra, Donald Segal, Mark Wintner
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Nontradition and Nonqualified Plans- Advanced
Moderator: DONALD S. GRUBBS, JR. Panelists: CLYDE D. BEERS MARK WlNTNER* Recorder: DONALD S. GRUBBS, JR. ... compensation plans -- Funding vehicles MR. DONALD S. GRUBBS, JR.: Nonqualified deferred compensation plans ...- Authors: Application Administrator, Donald S Grubbs, Mark Wintner
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Taxation to Individuals of Pension Income
DALE B. GRANT Panelists: ABBEY L. KEPPLER* MARK S. WINTNERt Recorder: DALE B. GRANT The panel will ... Now that's just one of four categories on the table. We have three different kinds of excise taxes: ...- Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Bankruptcy and Benefit Plans
PLANS Moderator: LAWRENCEJ. SHER Panelist: MARK S. WlNTNER* Recorder: LAWRENCEJ. SHER • How does a ... people refer to these as the megacases. I was in the U.S. Bankruptcy Court in New York the other day, and ...- Authors: Lawrence J Sher, Application Administrator, Mark Wintner
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Pensions & Retirement
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Late-Breaking Developments
government laws and rules, affecting pension plans in the U.S. that are not being covered at other sessions. ... Enrolled Actuaries Report for February 1996 had a table by Gene Fife comparing the old and new rules point-by-point ...- Authors: Richard Schreitmueller, Mark Wintner
- Date: Jun 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation