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  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Retirement Forum, Vol. 23, Issue 1
    evolution of the non–Social Security portion of the U.S. retirement system. A while later, a measurement ... k m et ric Reward = Avg. RR DC M O R E R I S K DB Risk sharing “space” Here are notes to understand ...

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    • Date: Apr 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: The Pension Forum
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    into a benefit. He must use one of the standard mortality tables given in the 401 (a)(4) regulations and ... get there by alternative means. What happens? Table 1 shows that Alex Attorney gets a $30,000 deposit ...

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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