1 - 4 of 4 results (0.36 seconds)
Sort By:
  • In the Beginning... A Column Devoted to Tax Basics
    example, amounts an employer spends for a health care plan for its employees is completely excluded from ... another IRA. In the plan world, a “direct” rollover refers to a direct trustee-to-trustee transfer. An “indirect” ...

    View Description

    • 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
  • Social Security Changes for 2024
    Social Security Changes for 2024 Summary of the annual cost-of-living adjustment and changes ... “bend-points” of the formulas used to compute primary insurance amounts (PIAs) and maximum family benefits ...

    View Description

    • Authors: Bruce Schobel
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    share from 26 percent to 37 variable annuities, direct insurance percent. company sales are slipping. ... important points. For example, well- reports that direct sales of variable known publications such as Best’s ...

    View Description

    • 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 Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
    PARTICIPANTS Some business sectors such as health care and technology have seen a tremendous increase ... there seems to be a growing need for more health care profession- als, be it on the front lines helping ...

    View Description

    • Authors: Zorast Wadia
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer