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  • Conversations with Your Uncle
    2. Social Security issues. 3. Health care issues. 4. Title I issues. 5. Broad ... plans;Employee Retirement Income Security Act=ERISA;Health care reform;Internal Revenue Service=IRS;Pension Benefit ...

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    • Authors: Steven Bryson, Kathryn G Marticello, Harlan M Weller
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • Recent Rulings and Regulations Update - Late-Breaking Developments
    condition of qualification, that plans provide for direct rollover to another eligible retirement plan as ... ments of 401 (a)(31). It requires plans to provide direct trustee to trustee rollovers. The crucial element ...

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    • Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Full Funding Whiplash
    plan funding was pretty specific: it really did not care about the actuarial soundness of plans. The extent ... amortization and deficit reduction contribution is a direct result of the asset loss. Also note that $8 million ...

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    • Authors: Kathleen A FitzPatrick, Donald S Grubbs, Matthew Sloan, Helen I Mildenhall, David Jakes, David E Ready
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • Nondiscrimination Rules [Basic]
    statutory basis for the nondiscrimination rule. The primary statutory basis is 401 (a)(4). This is a very short ... value under the plan, such as plan loans, right to direct investment, right to a particular form of investment ...

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    • Authors: Sherrie B Desmond, James A Kenney, J Scott Galloway
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • What's Up? Recent Developments
    other issues related to pensions. Do the members care? Not really. There's a lot of apathy, I believe ... of retirement income planning. So does anybody care? What can the regulators do? My view, not to be ...

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    • Authors: Gene Fife, Lindsay Malkiewich, Nurez Jiwani
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy