1
-
10
of
16
results (0.8 seconds)
Sort By:
-
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
-
Optimizing QDIAs for Retirement
should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that ... 20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
-
Protecting Participants and Beneficiaries in a Phased Retirement World
Protecting ... 2 Executive Summary The U.S. society is aging. The nature of work is changing ... retirement difficult at best and detrimental at worst. U.S. pension law and regulations present barriers to ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design
-
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
-
Impact of Pension Plan Design on Investment Strategy
have, for example, IRAs, 401 (k)s or your clients who have IRAs and 401 (k)s, and 918 IMPACT OF PENSION ... next three years, but how to make sure that the annuity that you had purchased from the insurance company ...- Authors: Carl Hess, Eric Lofgren, Howard A Freiman
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design
-
2006 Re-Envisioning Retirement in the 21st Century Symposium: Actuarial Considerations in Establishing Gradual Retirement Pension Plans
2006 Re-Envisioning Retirement in the 21st Century Symposium: Actuarial Considerations in Establishing ... employer's point of view in terms of the normal cost and also from the employee's side, the total ...- Authors: Louis G Doray
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design
-
Effect of Deferred Retirement on Pension Plan Liabilities and Cost
commencement. C. Actuarial Assumptions UP-1984 mortality with ages set forward one year was used (conversion ... Letting e denote the entry age and using a superscript s to reflect the use of a salary scale, the entry-age ...- Authors: Society of Actuaries
- Date: Oct 1983
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
-
Emerging Definitions on Retirement
gradual increases to reflect life expectancy, the U.S. is increasing in steps to 67. It’s something that ... there are improved levels of health and lower mortality rates when you control for every factor except ...- Authors: Society of Actuaries
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
-
An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, ... These strategies typically involve modifying a plan’s investment strategy to remove a significant portion ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
-
Some Actuarial Questions on Marital Dissolution
country the courts have accepted use of joint annuity values. The GeneraI Case Returning to the divorce ... age y. The actuarially equivalent qualitied u - denotes difference in their 50% joint and survivor ...- Authors: Ralph Garfield
- Date: Mar 1982
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Plan design