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  • Pension Plan Design For Small Organizations
    ORGANIZATIONS Moderator: DONALD J. SEGAL Panelists: PHILIP S. HILL* BRIAN J. MATTSON ARTHUR H. TEPFER Recorder: ... techniques to maximize tax deferrals MR. PHILIP S. HILL: No one can be efficient in small plan design ...

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    • 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
  • Retirement Plan Design
    DISCUSSION First, I'd like to describe an indexed annuity which is a key part of the cash balance pension ... plan of this type, and in that plan the indexed annuity is the normal form of benefit. To convert an account ...

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    • Authors: Marcia Dush, David A Lorisz, Robert L Pawelko, Richard T Tani, Roger C Siske
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design