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In the Beginning... A Column Devoted to Tax Basics
example, amounts an employer spends for a health care plan for its employees is completely excluded from ... another IRA. In the plan world, a “direct” rollover refers to a direct trustee-to-trustee transfer. An “indirect” ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Social Policy and Retirement Plans
employers and employees, and more recently we have had direct legislation through the Pension Benefits Acts. ... In the 1950's, the Government of Canada tried to direct pension plans into socially desirable directions ...- Authors: Laurence E Coward, Anna M Rappaport, James R Swenson, Judith Wolfson
- Date: May 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement; Public Policy
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An Introduction to Collective Defined Contribution Plans
An Introduction to Collective Defined Contribution Plans Collective Defined Contribution ... active participants who are not yet retired to self-direct investments, but at retirement, funds are pooled ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy
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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... not have enough money to pay for adequate health care You might not be able to maintain a reasonable ...- Authors: Carol Bogosian, Mathew Greenwald
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
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Recent Rulings and Regulations Update - Late-Breaking Developments
doesn't apply until 1993, and so there could be a primary insurance amount (PIA)-offset plan for the earlieryears ... bargaining, or whatever have you, that funding will take care of itself. It's one way the PBGC could have addressed ...- Authors: Dale B Grant, Adrien R LaBombarde, David C Lindeman
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Executive Benefits: Part 1
Executive Benefits: Part 1 1994 SOA Meeting, San Antonio. This session provided information on executive ... In the case of a tax-exempt, the employer could care less. It doesn't pay taxes, so deduc- tions are ...- Authors: Silvio Ingui, Arthur F Woodard, Andrew L Oringer
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy