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The Future Regulatory Environment of Life and Health Insurance
The Future Regulatory Environment of Life and Health Insurance Panel discussion exploring likely ... healthcare;Health care costs;Health care quality;Health reserves;Long-term care insurance=LTCI;Medi ...- Authors: Helen L Hofmann, Paul Janus, Jeffrey A Prussin, Arthur C Schneider, Richard A Edwards
- Date: May 1986
- Competency: External Forces & Industry Knowledge; Leadership>Change management; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Health economics; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
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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 ...- 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
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Changing Patterns of Retirement
LOIDA RODIS ABRAHAM: Currently I’m the Long-Term Care Insurance Section chairperson. MR. RONALD GEBHARDTSBAUER: ... because his customers needed products that his primary company didn’t have, and he wanted to meet the ...- Authors: Ronald Gebhardtsbauer, Anna M Rappaport, Loida Rodis Abraham, Mark J Warshawsky
- Date: Oct 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Small Plan Issues
professional society of over 3,000 members whose primary purpose is the education of actuaries and consultants ... the ten people on the work group really had any direct experience with smaller businesses. Some were representatives ...- Authors: Gerald Dominic Facciani, Robert D Lebenson, William Wilson
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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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 ...- 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
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Retirement Plan Governance
and if the plan provides for it, a fiduciary can direct a trustee so that a directed trustee follows the ... administering the plan. If the fiduciary acts with the primary purpose of furthering interest other than plan ...- Authors: S Petersen, Anne Button, David K Linneman
- Date: May 2004
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Who Wants Yesterday's News?
the new leased- employee rule relates to the primary direction or control of the worker. We still have ... is, it's still vague. But there's a question of direct supervision of the recipient, and whether the individual ...- Authors: Richard Schreitmueller, David Weingarten
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Comparability
just ask, "Are you in or are you out?" It doesn't care how much you're getting. You're either in or you're ... convert a DB to a DC plan? We're going to look at a primary insurance amount (PIA) offset plan. How does the ...- Authors: Lane West, Dempsey D White, Kathleen M Potter, Paul V Strella
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Pension Section - Late Breaking Developments
to allow plans to have an offset based on the primary insurance amount. We all appreciate that one of ... o The offset must not be more than 50% of the primary insurance amount. Conceptually 50% makes a lot ...- Authors: William Nick, Paul A Rizzuto, Bruce Cadenhead, Rebecca Wilson, Harry Conaway
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Deferred Compensation Arrangements - A Primer
quite advantageous for employers. There are two primary reasons for this: (a) the absence of the antidiscrimination ... fact, these plans could eventually become the primary source of retirement income for top executives ...- Authors: Robert L Pawelko, Stanley B Rossman, Robert E Shor, Jon D Sutcliffe, Randall J Tomassi
- Date: Apr 1986
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Pension legislation and regulation