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Nonqualified-Plan Issues
Nonqualified-Plan Issues 1993 SOA Spring Meeting, San Diego. This session is about nonqualified plan issues including funding, Secular Trusts, Rabbi Trusts, trends in plan design, and ERISA ...- 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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Late-Breaking Developments
Late-Breaking Developments 1993 SOA Spring Meeting, San Diego. This session is a review of recent regulations, rulings, proposals, court decisions and happenings affecting pension ...- 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
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Pension Plan Design For Small Organizations
Pension Plan Design For Small Organizations This presentation reviews the maximum contribution and benefit limitations, coping with top-heavy rules, comparability under Revenue Ruling 81-202 and ...- Authors: Marcia Dush, Philip S Hill, Brian Mattson, Donald Segal, Arthur Tepfer
- Date: Apr 1985
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Eligibility, Coverage And Participation
Eligibility, Coverage And Participation This session discussion is about what practitioners have been doing with the new Internal Revenue Code Section 410b and Section 401a26, how have they been ...- 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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Small Pension Plan Design and Funding After the Demise of 415e
Small Pension Plan Design and Funding After the Demise of 415e Panel discusses the elimination of Code Section 415e and how this will affect small defined-benefit pension plans. From the ...- Authors: Donald Segal, James E Turpin
- Date: May 1997
- 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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Design Of Integrated Retirement Plans
Design Of Integrated Retirement Plans This is a presentation on the design of integrated retirement plans. From Record of Society of Actuaries, Vol. 9, No. 3. Social Security; 15448 5/1/ ...- Authors: Barnet N Berin, Michael J Cellini, Ruth S Dollinger, Stephen Ohanian, Donald Segal
- Date: May 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Late-Breaking Regulatory Developments
Late-Breaking Regulatory Developments 2004 SOA Spring Meeting, Anaheim, CA. This session presented expert views on emerging issues that have technical and practical ramifications for plan ...- Authors: Ethan Kra, Donald Segal, DWAYNE CHESLEY JACOBSON
- Date: May 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation
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Internal Revenue Code Section 415 Limits
Internal Revenue Code Section 415 Limits Discusses plan design and funding issues – for small and large plans – arising from changes to the Section 415 limits, including: transition rules, ...- Authors: Steven Bryson, Robert F Drozd, David R Kass, Donald Segal, Susan M Smith
- Date: Apr 1988
- Competency: Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Not Gone But Forgotten
Not Gone But Forgotten Discussion of the laws and regulations of the IRS, Department of Labor, and PBGC with regard to pension plans that are in effect but often overlooked by practitioners.- 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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PBGC and the Current Economic Environment
PBGC and the Current Economic Environment This session from the 2003 SOA Spring Meeting discusses the PBGC's current financial status and its outlook for the future. Issues discussed ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy