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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
  • Changes at the Social Security Administration
    Discusses the recent firing of the Social Security Commissioner and the president's legal ... Democrats passed in March, which included $1,400 direct payments to individuals. Lawmakers have said Mr ...

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    • Authors: Bruce Schobel
    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Public Policy; Public Policy
  • Session 088: Financial Perspectives on Aging and Retirement Across the Generations
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... not have enough money to pay for adequate health care You might not be able to maintain a reasonable ...

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    • Authors: Carol Bogosian, Mathew Greenwald
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
  • Pension Reform in China
    Pension Reform in China A discussion of pension reform in China at the time of the July 1997 ... of the Chi- nese society on pensions and health care are a high priority of the government. Almost unique ...

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    • Authors: Yves Guerard, Shu-Yen Liu, Bruce Moore
    • Date: Feb 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Demography; Public Policy; Public Policy; Social Insurance>Social Security