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Protecting Participants and Beneficiaries in a Phased Retirement World
Protecting ... 2 Executive Summary The U.S. society is aging. The nature of work is changing ... retirement difficult at best and detrimental at worst. U.S. pension law and regulations present barriers to ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design
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Impact of Pension Plan Design on Investment Strategy
have, for example, IRAs, 401 (k)s or your clients who have IRAs and 401 (k)s, and 918 IMPACT OF PENSION ... next three years, but how to make sure that the annuity that you had purchased from the insurance company ...- Authors: Carl Hess, Eric Lofgren, Howard A Freiman
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
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Retirement Plan Design: Case Studies
company. It actually had a foreign parent in the U.S. In North America, it had fairly substantial operations ... this, as Table 1 shows, is there are very large unfunded benefits for these executives. Table 1 shows ...- Authors: Ira Kastrinsky, William Torrie
- Date: Oct 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Dynamics
Panelists: NORMAN W. CLAUSEN, WILLIAM F. LUMSDEN, MARY S. RIEBOLD i. Social Security Integration a. Paper ... Actuaries vs. Company Policies and Guidelines MS, MARY S. RIEBOLD: The common denominator of several of the ...- Authors: Norman W Clausen, Stanley R Freilich, William F Lumsden, Mary S Riebold
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design
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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 ...- 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
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Designing An Integrated Pension Plan
dynamic type of a table. In other words, in the old days somebody might produce a table based on a wage ... might call a 1989 covered compensation table. They would use that table and write it into their plan. They ...- Authors: Michael R Hill, Richard Schreitmueller, John Wade
- Date: Apr 1989
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design