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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans - Basic
balance, in addition to telling people about the annuity that had been purchased. This was reallyone of ... promised an accrual that was related back to an annuity benefit. Both of those had the characteristics ...- Authors: Susan M Smith
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Funding
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Not Gone But Forgotten
they want to elect, say, a joint-and-survivor (J&S) option, what happens when you tell them next year ... the plan must offer the option of an immedi- ate annuity before you can cash them out. There is no such ...- Authors: Donald Segal, Susan M Smith, Abbey L Keppler
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy