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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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Session 121: Global Pension Reform Update
Session 121: Global Pension Reform Update The importance of financial wellness has been increasingly ... Canadians realize that the only way to deliver health care effectively and efficiently is collectively • ...- Authors: Robert Brown, Stephen Eadie, Carmen Fernandez
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Global Perspectives; Global Perspectives>Global markets; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Session 177: Late-Breaking Developments
Session 177: Late-Breaking Developments The presenters will provide an update on ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Tammy Dixon, Mitchell Serota, Brienne Wyllie
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 ... insurance, one of the matters that needed to be taken care of after 30 years or so was an up-dating of the ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Pension Legislation And Implications
Pension Legislation And Implications This session discussion is about review of recent and pending ... all that many situations where you are placed in direct conflict, where the plan sponsor calls en you ...- Authors: Donald S Grubbs, David R Kass, Nicholas J M Simmons, John Wade
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation