1
-
6
of
6
results (0.58 seconds)
Sort By:
-
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for ... designed to increase the use of qualifying longevity annuity contracts (QLACs). Neither provision is likely ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
-
In the Beginning... A Column Devoted to Tax Basics
Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...
- 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
-
Conversations with Your Uncle
who pay attention can see that the trustees' repor(s from the last two or three years on the Social Security ... consent provisions under your joint and survivorship (J&S) that are wrong, or you don't have definitely determinable ...- 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
-
Social Security Benefits And Their Impact On Private Benefit Programs
Bellhouse of their paper Theory oJ Stochastic Mortality and In- terest Rates began Friday's proceedings ... such as ad hoc increases and false starts, the U.S. pro- gram now appears to have a sound in- dexing ...- Authors: Application Administrator
- Date: Nov 1978
- Competency: Communication; Leadership>Thought leadership; Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Pensions & Retirement>Pension legislation and regulation; Public Policy; Social Insurance>Social Security
-
Legislative Developments
phenomenon. For example, The Com- mission on the Year 2000, headed by Dr. Daniel Bell of the Academy of Arts ... the cost of insuring (Continued on page 3) MORTALITY INVESTIGATION ON INDIVIDUAL LIVES by William ...- Authors: Albert Pike
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
-
Employee Benefit Plans
Employee Benefit Plans This discussion examines problems arising in complying with the provisions ... may be reduced on individual lives if expected mortality for the group exceeds 160%. MR. J. BRUCE MACDONALD ...- Authors: John M Bragg, Herbert F Cerwinske, J Bruce MacDonald, Daniel W Pettengill, George M Sherritt, J Darrison Sillesky, Philip F Finnegan, Ray D Albright
- Date: May 1960
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy