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  • Retirement Forum, Vol. 23, Issue 1
    program designs, with a specific goal of allowing direct compari- sons of key results with other proposed ... standardized set of metrics, methods and assumptions allow direct comparison of quantitative results when analyzing ...

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    • Date: Apr 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: The Pension Forum
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • 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