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  • The Growing Magnitude and Scope of Pension Services to Clients
    separate accounts for publicly traded bonds and for direct placement bonds which operate on an open end and ... by ERISA. (2) Plan conformance to ERISA, i.e., direct contact by the field account individual to assist ...

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    • Authors: John H Grady, Walter P Henry, Herbert I Kosloff, Denis J Sullivan
    • Date: Jan 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement