Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • 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” ...

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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
  • Changes at the Social Security Administration
    Discusses the recent firing of the Social Security Commissioner and the president's legal ... Democrats passed in March, which included $1,400 direct payments to individuals. Lawmakers have said Mr ...

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    • Authors: Bruce Schobel
    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Public Policy; Public Policy
  • Pension Reform in China
    Pension Reform in China A discussion of pension reform in China at the time of the July 1997 ... of the Chi- nese society on pensions and health care are a high priority of the government. Almost unique ...

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    • Authors: Yves Guerard, Shu-Yen Liu, Bruce Moore
    • Date: Feb 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Demography; Public Policy; Public Policy; Social Insurance>Social Security