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Not Gone But Forgotten
they want to elect, say, a joint-and-survivor (J&S) option, what happens when you tell them next year ... the plan must offer the option of an immedi- ate annuity before you can cash them out. There is no such ...- Authors: Donald Segal, Susan M Smith, Abbey L Keppler
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Nonqualified-Plan Issues
of most employee stock options. We take off the table stock options that are traded on an established ... social security. I believe one of the items on the table for Clinton's reform package would be to remove ...- Authors: Donald Segal, P Garth Gartrell, James D Naida
- Date: Apr 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Eligibility, Coverage And Participation
definition of compensation in Internal Revenue Code 414(s) will apply. The legislative history also indicates ... of a life annuity payable at age 65. Therefore adjustments have to be made for form of annuity, for retirement ...- Authors: Lall Bachan, Donald Segal, David Robert Rogan, Elizabeth King
- Date: Apr 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Late-Breaking Developments
for employees age 70 1/2. Is that true for both annuity forms and lump sums? MR. WELLER: It's to the extent ... also apply in the case of the distribution of an annuity. So insurance companies that are taking over terminated ...- Authors: James E Holland, Donald Segal, Harlan M Weller, Max J Schwartz
- Date: Apr 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement