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The Changing Look of Retirement Plans
have been good because they all were in these annuity plans. In the late 1990s, even in the small-plan ... repealed and it's a good thing. Coming up in the year 2000, the combined limits on the 415(e) are supposedly ...- Authors: Robert J Barry, William Torrie, David Yackel
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Legal and Actuarial Considerations in Modifying a Retirement Program
converted using UP84 with no age setback as the mortality assumption and the Pension Benefit Guaranty Corporation ... prior to the conversion. They used Unisex Pension Table (UP84) and PBGC rates for the conversion. The ...- Authors: William Torrie, Kyle Brown
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Retirement Plan Design: Case Studies
company. It actually had a foreign parent in the U.S. In North America, it had fairly substantial operations ... this, as Table 1 shows, is there are very large unfunded benefits for these executives. Table 1 shows ...- Authors: Ira Kastrinsky, William Torrie
- Date: Oct 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Plan Design Issues: The Employee Perspective
Plan Design Issues: The Employee Perspective This presentation, session number 70PD, took place ... Panelists discuss the retirement needs of today’s workforce and how the various sources of retirement ...- Authors: James A Kenney, William Torrie, Rebecca A Sielman
- Date: Jun 1999
- Competency: Communication; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Plan Design Issues: The Employee Perspective
TORRIE Panelists: JULIE JARECKE GEBAUER GLORIA S. LESMEISTER Recorder: WILLIAM TORRIE Summary: Panelists ... with 1,000 randomly selected employees across the U.S. They had a very good selection of age, gender was ...- Authors: Julie Jarecke Gebauer, William Torrie, Gloria Lesmeister
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Pension Plan Design
Your normal form of benefits has got to be an annuity. You have to satisfy the benefit accrual rules ... Because it is a DB plan, you have to offer an annuity, but it is a fairly simple exercise to put the ...- Authors: Sheldon Gamzon, V Benjamin Haas, Eric Lofgren, William Torrie
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design