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  • Debate: Defined-Benefit Plans, Why Bother
    Debate: Defined-Benefit Plans, Why Bother This panel discussion is from the 1991 Meeting ... plans. From the Record of Society of Actuaries Vol. 17, No. 3B. Internal Revenue Service=IRS;Pension policy; ...

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    • Authors: Phillip Geoffrey Alistair Cammidge, Richard S Raskin, Adam J Reese
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy; Public Policy
  • In the Beginning... A Column Devoted to Tax Basics
    first-time homebuyers or higher education expenses.[17] REQUIRED MINIMUM DISTRIBUTION RULES Both employer-based ... resource for learning the basics of IRA contributions. [17] I.R.C. § 72(t)(2)(E), (F). [18] There is a technical ...

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    • 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
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    since contributed further percentage be maintained. [17] This evidence to the 1993 study by the would decrease ... distribution market for annuities in continued on page 17, column 1 1993 was 75.91 percent. In raw dollar ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    Article from In The Public Interest July 2018 Issue 17 4 | JULY 2018 IN THE PUBLIC INTEREST Are ... David Lamoreux, CalSTRS actuary, via email, April 17, 2017. 7 The only change in the capital market ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Cash-Balance Plans
    lump sum, then you can pay the lump sum, 401(a)(17): First of all, obviously, you have to limit the ... updates on benefits that have been limited by 401(a)(17), or if you have the interest credits on a cash-balance ...

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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
  • PBGC and the Current Economic Environment
    anymore, PBGC and the Current Economic Environment 17 obviously because it's a funny risk here. If ... start the phase-in from the date of shutdown. About 17 people voted for that, so that was fairly popular ...

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    • Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy
  • Proposed PBGC Legislation
    Proposed PBGC Legislation 1993 SOA Spring Meeting, San Diego. This session was about the effectiveness ... This table summarizes the funding progress of all 17 underfunded ongoing plans in the study. Remember ...

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    • Authors: C David Gustafson, Thomas J Holm
    • Date: Apr 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Public Policy
  • Plan Design Under ERISA
    Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting of ... refused to contribute to a contributory plan;16/ 17/ (iii) service prior to Dl_n inception--- unless ...

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    • Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
    • Date: May 1975
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy