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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Areas discussed included: 1. A regulator's perspective 2. Applications to Life and Annuities ... Pensions Annuity reserves;Annuity valuation;Assumptions;Life valuation;Mortality assumption;Mortality rates=Mortality ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; 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 impacting U.S. retirement plans, such as regulatory guidance, new ...- 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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Pension Legislation And Implications
Pension Legislation And Implications This session discussion is about review of recent and pending ... the United States, restructuring of Canadian and U.S. pension plans as a consequence of tax reform and ...- Authors: Donald S Grubbs, David R Kass, Nicholas J M Simmons, John Wade
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for ... designed to increase the use of qualifying longevity annuity contracts (QLACs). Neither provision is likely ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Issues Facing Actuaries In Retirement Systems
svstems / by Judy Anderson SOA Education Actuary s the Society of Actuaries moves into its first year ... progress. -Projects include: Group annuity mortality table construction FAS 106 research and seminars ...- Authors: Judy Feldman Anderson
- Date: May 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Session 121: Global Pension Reform Update
IMSS Introduction of private pension funds and annuity companies 4 Transition • All workers registered ... Variable Annuity • Annuity varies both as to “i” realized and mortality • Can “buy” a 4% base annuity or a ...- Authors: Robert Brown, Stephen Eadie, Carmen Fernandez
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Global Perspectives; Global Perspectives>Global markets; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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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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An Interview with Blaine Aiken
An Interview with Blaine Aiken Interview with Blaine Aiken to learn about recent developments ... retirement plan fiduciaries and other stewards, Fi360’s Prudent Practices for Investment Stewards handbook ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
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Small Plan Issues
this comment, but we might as well get it on the table. I think the defined-benefrt plans are fairly dead ... alone how to interpret it on the other side of the table. I hope the repeal of Section 89 followed by the ...- Authors: Gerald Dominic Facciani, Robert D Lebenson, William Wilson
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation