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Author’s Response to Comments by Faisal Siddiqi
Author’s Response to Comments by Faisal Siddiqi This paper is a response to the comments on the Tracker ... Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) plans; Financial ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program”
Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program” This ... is a comment on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution plans=DC ...- Authors: Faisal Siddiqi
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept ... Retirement Program This paper is a concept for U.S. pension reform. ;; Defined contribution plans=DC ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Needs Versus Wants: What do Collective Defined Contribution Plans Address?
benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...- Authors: Esther W Peterson , Mark Shemtob, Lee Gold
- Date: Apr 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
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Workers and Retirees Could Pool Risk with Tontine Annuities
investment vehicles that combine features of an annuity and a lottery. In a simple tontine, a group of ... an episode of the popular television series “M*A*S*H,” Col. Sherman T. Potter, as the last survivor ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; 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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Author’s Response to Comments by Charlene Moriarty
Author’s Response to Comments by Charlene Moriarty This paper responds to comments on a proposed compulsory ... account is annuitized in Participating Variable Annuity (PVA) backed by TIPS. All investment experience ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible Retirement Age Chosen Over the Anchor Provided by Known Others?
Retirement Implications of Demographic and Family Change Symposium Monograph: An Individual's ... Family Change Symposium Monograph: An Individual's Chosen Retirement Age - When Is the Economically Feasible ...- Authors: Linda Brothers
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design; Public Policy
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Affordable Retirement Income Through Savings and Annuities
Affordable Retirement Income Through Savings and Annuities This paper explores a proposed compulsory ... account is annuitized in Participating Variable Annuity (PVA) backed by TIPS. All investment experience ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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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