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  • Actuarial Testimony for the Pension Actuary
    benefit professionals, we now move on to health care. If you have a client who has had a Medicare administrative ... services contract, which have changed, the Health Care Financing Administration may want to settle up to ...

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    • Authors: Joan Boughton, Richard Joss, Paul E Pompeo
    • Date: May 1997
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Risk management
  • What's It Worth To You? - Asset Valuation Methods
    From the Floor: Two comments. First, would you care to comment on the AVM that was in the regulations ... activities? With regard to disclosure, as I said, the primary focus so far that we've looked at is the disclosure ...

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    • Authors: Richard Joss, Michael Sze, Daniel Cassidy
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    than six or seven years of service. Then you take care of the long-service employees. There is a tremendous ... my clients, setting up a separate 3% plan to take care of the minimum top heavy and then just do it strictly ...

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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
  • Comparability Calculation Under 401[a][4] - Advanced
    Comparability Calculation Under 401[a][4] - Advanced This panel discussion is from the 1991 Meeting ... restructuring is that instead of having a 50/50 primary insurance amount (PIA) offset program, that you ...

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    • Authors: William B Fornia, William Hogan, Richard Joss, Theodore O Wiese
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation