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  • Small Pension Plans
    includes individual policy pension plans, group annuity plans and plans serviced by consultants, we will ... individual policy pension plans and small group annuity policies through a traditional agency system, with ...

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    • Authors: Joseph P Macaulay, G Mitchell, John C Muehl, David R Nesselle
    • Date: May 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Cash Balance Plans
    our interest credit to rates in our guaranteed annuity contract, because people would understand that ... defined benet"rtprogram, you have to offer an annuity; so that's one of the options in the plan. The ...

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    • Authors: Stephen J Gould, William N Kuendig, John F Woyke
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • Individual Policy Pension Trust
    Some pC's have gone to Joint and Survivor normal annuity forms and early normal retirement (age 55) to maximize ... spouse's annuity. The regulations cover both situations. Normal Retirement Age Election - Annuity payments ...

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    • Authors: William A Farquhar, Bruce A Huston, Glenn A Mateja, Warren J Winer
    • Date: Jun 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design