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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” ...

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    • 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
  • 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 ...

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    • 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
  • Defining a Posteriori Distribution of a Long-Term Rate Structure: A Mixed and Empirical Approach Based on Fisher’s Formula
    Defining a Posteriori Distribution of a Long-Term Rate Structure: A Mixed and Empirical ... MONETARY POLICY INSTRUMENTS (PERCENTAGES) Year / Month Direct Allocation     2022 14.21     03 16.25 02 16.25 ...

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    • Authors: Octavio Nicolas Rojas
    • Date: Feb 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension accounting; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks