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Life Insurance Firms in the Retirement Market: Is the News All Bad?
Chairperson of the Individual Life Insurance and Annuity Product Development Section. ACLI Update continued ... a member of the Individual Life Insurance and Annuity Product Development Section Council. by Paul ...- 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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A Personal History of the Defined-Benefit Plan
also demonstrated our lack of foresight. The U.S. economy was in turmoil. Inflation hit 9 percent ... in 1978. The start of the long bull market in U.S. equities was still several years away. The ...- Authors: Richard Edmund Berger
- Date: Aug 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Public Policy
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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
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Plan Design Under ERISA
Plan Design Under ERISA This presentation was made at the 1975 Spring Cincinnati Joint Meeting ... minimum vesting standards, joint and survivor annuity benefits, maximum limitations, special problems ...- Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
- Date: May 1975
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
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Observations on our Observations
volatility of statutory funding requirements for U.S. private sector defined benefit plans. The Rising ... input and output smoothing methods in the context of U.S. statutory requirements for private single-employer ...- Authors: Joseph Silvestri
- Date: May 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
- Publication Name: Pension Section News
- Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
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PBGC Guaranteed Benefit Obligations and the Nifty Fifty
PBGC Guaranteed Benefit Obligations and the Nifty Fifty This sessions from the 1995 ... the pension actuary's role in the 'top fifty' process, the PBGC's annual list of those companies ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, James A Kenney
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Public Policy
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The Actuary Magazine December 2004 - Defined Benefit Funding Reform: Do Not Throw The Baby Out With The Bath Water
already weakened defined benefit system, and America's workers would be the ultimate losers. Defined benefit ... the collapse of the system. On September 14, 2004, U.S. Rep. John Boehner, chairman of the House Education ...- Authors: Kenneth Steiner
- Date: Dec 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy
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Debate: Defined-Benefit Plans, Why Bother
REESE Panelists: P.G. ALISTAIR CAMMIDGE RICHARD S. RASKIN Recorder: ADAM J. REESE This sessionwill ... annuities, and pensionbuy-outs. Alistair is alsothe U.S. correspondentto The Actuary,. That's the magazineof ...- Authors: Phillip Geoffrey Alistair Cammidge, Richard S Raskin, Adam J Reese
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy; Public Policy
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DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
William B. Fornia Most public school teachers in the U.S. are covered by traditional defined benefit (DB) ... account balances to a life annuity, priced with CalSTRS- specific mortality assumptions and (for DC) a ...- Authors: William B Fornia, Nari Rhee
- Date: Jul 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
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PBGC and the Current Economic Environment
PBGC and the Current Economic Environment This session from the 2003 SOA Spring Meeting ... the 2003 SOA Spring Meeting discusses the PBGC's current financial status and its outlook for the future ...- Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
- Date: Jun 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Public Policy