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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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Defined Benefit Risk - Phase 2: Expert Inverviews
Topic Comments Risk Perspective The bank’s primary financial risks include liquidity and credit. We ... in their eyes. Additionally, there is a lack of direct accountability based on our fragmented governance ...- Authors: David Pitts
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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Social Security Changes for 2024
Social Security Changes for 2024 Summary of the annual cost-of-living adjustment and changes ... “bend-points” of the formulas used to compute primary insurance amounts (PIAs) and maximum family benefits ...- Authors: Bruce Schobel
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
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Life Insurance Firms in the Retirement Market: Is the News All Bad?
share from 26 percent to 37 variable annuities, direct insurance percent. company sales are slipping. ... important points. For example, well- reports that direct sales of variable known publications such as Best’s ...- Authors: PAUL HOFFMAN, Anthony M Santomero
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
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Session 162: Technology and the Impact to Retirement Consumers in the Future
Protection of wealth • Taxes • Inflation • Health care costs • Household budgeting Investment assets ... surprise events Extraordinary health care expenses, custodial-care expenses, and unexpected, large, mandatory ...- Authors: Gregory A Ward, Nathan Christopher Zahm
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
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Session 124: Private Pension Mortality Study
and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...- Authors: David Driscoll, Timothy Geddes, Patrick Nolan
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
PARTICIPANTS Some business sectors such as health care and technology have seen a tremendous increase ... there seems to be a growing need for more health care profession- als, be it on the front lines helping ...- Authors: Zorast Wadia
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer
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Session 028: Best of Both Worlds: Combining DB and DC Plans
Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
- Date: Jan 2020
- Competency: Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
that the value of the liabilities does not play a direct role in this measure; rather, the liabilities are ... of actuarial liabilities, 𝐿𝐿0, does not play a direct role in the calculation of V0. For instance, a ...- Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators