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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” ...- 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
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In the Beginninng...How does ERISA Apply to Annuities
investment advice for a fee or other compensation, direct or indirect, or has any authority or responsibility ... invest- ment advisers to assist. But the plan’s primary service provider (e.g., the “recordkeeper” or ...- Authors: Michael L Hadley
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
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New Law May Revive Group IRAs
make a direct transfer of eligible dis- tributions to other qualified plans or IRAS. “Direct transfers” ... they will move from trustee to trustee. 0 If a direct transfer is not elected, mandatory 20% withholding ...- Authors: Carl Hess
- Date: Nov 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension legislation and regulation
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Pension Provisions of General Agreement on Tariffs and Trade GATT: Funding Issues and the Deficit Reduction Contribution
three different penalties for not making it. A primary one I guess in my mind would be the lump-sum payment ... attachments to look at. The first one is a chart in care of my employer. We put out a book going through ...- Authors: Gerald E Cuddihy, Daniel Cassidy, James Forbush
- Date: Oct 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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The Actuary
insurance. The Secretary of the Treasury has primary responsibility for participation, vesting, and ... merger situ- ations. ployment, vacation, day care, scholarship or legal benefits, insured or uninsured) ...- Authors: Society of Actuaries
- Date: Nov 1974
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension legislation and regulation
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Pensions And Tax Expenditures
Pensions And Tax Expenditures This article on pensions and tax expenditures discusses the problems in ... government $6y laced the benefits through a direct tlay program, those outlays would be taxable ...- Authors: Paul H Jackson
- Date: Mar 1988
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
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Pension Provisions of General Agreement on Tariffs and Trade GATT: Non-Funding Issues
Pension Provisions of General Agreement on Tariffs and Trade GATT: Non-Funding Issues Discussed ... death benefits in these cases which would have a direct relationship to the PBGC benefit. For a long period ...- Authors: Charles Cahill, L SS
- Date: Oct 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Adjusting IRC 415 Limits for Prior Distributions
Adjusting IRC 415 Limits for Prior Distributions This article discusses adjusting IRC 415 limits ... 513 = $119,487. Similar to earlier discussions, care must be taken to make sure the plan provisions are ...- Authors: David M MacLennan
- Date: Jan 2006
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Pension Section News
- Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Pension legislation and regulation
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Pension Provisions of the General Agreement on Tariffs and Trade GATT: Funding Issues and the Deficit Reduction Contribution
Pension Provisions of the General Agreement on Tariffs and Trade GATT: Funding Issues and ... the 1996 contribution is still fairly low. The primary reason is the phase-in--we lower our maximum required ...- Authors: Patricia Scahill, Joan Weiss, Bruce Cadenhead
- Date: Jun 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation