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The Total Career Benchmark Model : A Pension Model for Retirement 20/20
can see how to accrue what is needed. An individual’s ability to tax shelter income over a career is not ... allocated to an individual remain the individual’s and are not used to subsidize another person – except ...- Authors: Thomas J Walker
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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Response to comments by Cynthia J. Levering
can see how to accrue what is needed. An individual’s ability to tax shelter income over a career is not ... allocated to an individual remain the individual’s and are not used to subsidize another person – except ...- Authors: Thomas J Walker
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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IRC Section 415 e
limitation years beginning on or after January 1, 2000. Newly-issued IRS guidance, in the form of Notice ... failure to modify plan provisions prior to January 1, 2000 may create an unexpected expense for the sponsor ...- Authors: Beverly Rose
- Date: Oct 1999
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design
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What is Required to Improve Retirement Income Security?
use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...- Authors: Paul Donahue
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy