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  • Session 028: Best of Both Worlds: Combining DB and DC Plans
    Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this session will ... first 18 years of retirement (from years 1-2 to 17-18) RETIREE BEHAVIOR Analysis of non-housing assets ...

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    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    problems with the combined limit. Finally, 401 (a)(17) of course applies to these plans. The basic idea ... plan was cash-balance at the time that the 401 (a)(17) rules became effective or whether it became cash-balence ...

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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