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An Introduction to Collective Defined Contribution Plans
performance of the plan trust investments and the mortality experience of the plan participants. The traditional ... converting the account balance to an annuity based on investment and mortality assumptions. Another approach ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy
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In the Beginning... A Column Devoted to Tax Basics
Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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The Actuary Vol. 22, No. 1 Employee Benefits - Needs For Change
compensation, and employee benefits designer: ) S ince the end of World War II. more and more retirees ... these restrictions that may end up costing the U.S. Treasury just as much in taxes, at a later date ...- Authors: Barnet N Berin, Robert D Paul
- Date: Jan 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement; Public Policy