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Phased Retirement
introduce in stages the departure from one's primary occupation or active working life, while maintaining ... to be a reason—caregiving both for elder care and child care, perhaps grandchildren or great-grandchildren ...- Authors: John F Kalnberg, Valerie A Paganelli
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Administration
benefit calculations, but the client would take care of everything else. There are more than three options ... clients’ address changes, tax selection changes, and direct deposit changes occurring throughout the year.- Authors: John F Kalnberg, Curtis Morgan, Andrea Luallen Egg
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design
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Changing Patterns of Retirement Seminar: Phased and Partial Retirement
include elder care. Many of you take care of or have some responsibility for taking care of your parents ... reference is health-care coverage continuation. Certainly regarding the issue with health-care continuation ...- Authors: Kathleen A FitzPatrick, John F Kalnberg
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design