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  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    into a benefit. He must use one of the standard mortality tables given in the 401 (a)(4) regulations and ... get there by alternative means. What happens? Table 1 shows that Alex Attorney gets a $30,000 deposit ...

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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
  • Cash-Balance Plans
    it must be paidin the form of a joint-survivor annuity, unlessthat form is rejected by the participantand ... cash-balanceplan as opposed to a traditional defined-benefit annuity plan? Well, these are advantages: it's a benefit ...

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    • Authors: Dale B Grant, Maria Sarli
    • Date: Apr 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy