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  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    evaluation (QE) framework that will facilitate the direct comparison of one proposal to another proposal ... accumulation and payout components. Since the primary goal of this framework is to facilitate comparisons ...

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    • Authors: Rowland Davis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement
    plans. Regardless of these differences, the primary factor influencing public sector and private sector ... work related (layoff or firing) issues being the primary reasons for retirement. While two-thirds say they ...

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    • Authors: Victor Modugno
    • Date: Dec 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    than six or seven years of service. Then you take care of the long-service employees. There is a tremendous ... my clients, setting up a separate 3% plan to take care of the minimum top heavy and then just do it strictly ...

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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