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  • Cash-Balance Plans
    Cash-Balance Plans 1993 SOA Spring Meeting, San Diego. This session discussed cash-balance pension ... benefit, or to a greater extent, if you have a dynamic grandfather provision in the plan. it could be ...

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    • Authors: Dale B Grant, Maria Sarli
    • Date: Apr 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    under the new plan, so they put in a permanent dynamic grandfather for anyone who was 45 with five years ... most of these subsidiaries. They put in a 10-year dynamic grandfather for everyone so that, whatever plan ...

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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