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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
  • Informal Discussion Transcript Session 1C: Impact of Aging
    attorney, very well known in health and long-term care policy, has distinguished service with the federal ... Republicans will be able to repeal the ACA [Affordable Care Act], but they won’t make it effective until after ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy; Social Insurance
  • The RP-2000 Mortality Tables
    healthy annuitant table was also produced as a more direct comparison to earlier tables and for actuaries ... exposures and deaths to the next age. Exclusions The primary reason for excluding data was incomplete information ...

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    • Authors: Society of Actuaries
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy