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  • Nontradition and Nonqualified Plans- Advanced
    floor plan. The profit sharing plan remains the primary retirement vehicle. But the floor plan formula ... Therefore, it's generally not possible to let employees direct the investment of their accounts. What about death ...

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    • Authors: Application Administrator, Donald S Grubbs, Mark Wintner
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Taxation to Individuals of Pension Income
    over his life expectancy using the tables. We don't care if he's sick or he's healthy; he doesn't have to ... a str'_ctpro rata. Presumably, the IRS shouldn't care as long as the parties reach agreement, but I simply ...

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    • Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Late-Breaking Developments
    Late-Breaking Developments This session from the 1995 SOA Vancouver Meeting covers recent ... employers, particularly in the hospital and health care field, but elsewhere as well, by questioning whether ...

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    • Authors: John M Christie, Richard Schreitmueller, Mark Wintner
    • Date: Jun 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Public Policy
  • Technical Concerns: Late-Breaking Pension Developments
    Technical Concerns: Late-Breaking Pension Developments Presenters discuss recent developments, especially ... probably take a full session. I'll just hit the primary points. The notice also covers how to handle ...

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    • Authors: Ethan Kra, Donald Segal, Mark Wintner
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation