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Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver?
Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver? This paper analyzes the two tax advantages of qualified retirement savings plans: the tax deductibility of contributions ...- Authors: Robert Brown
- Date: Mar 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs This paper is intended to help plan sponsor fiduciaries ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement
The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement This study examines reductions in retirement benefits ...- Authors: Victor Modugno
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
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How Family Dynamics Influence Retirement Security
How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay examines the influence family structure has on retirement ...- Authors: Gregory A Ward
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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How the American Retirement Savings System Magnifies Wealth Inequality
How the American Retirement Savings System Magnifies Wealth Inequality This essay explores the role that the emerging defined contribution retirement system may be playing in the growth of wealth ...- Authors: Karl Polzer
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Leadership; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Economics>Financial economics; Enterprise Risk Management>Risk appetite; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management; Public Policy
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions The project goals are: • Illustrate an analytical framework using stochastic ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension plan's lifespan, after benefit accruals have ceased and the plan has reached fully funded status, ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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The Impact of Investment Strategy of DC Pension Plan on Retirement Age Distribution
The Impact of Investment Strategy of DC Pension Plan on Retirement Age Distribution This paper investigates the one-asset portfolios, mixed-asset portfolios, and a dynamic investment portfolio ...- Authors: Minxian Lu, Xiaoming Liu, YU CHEN HAO
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session discussion was a primer on hybird pension plans, in particular cash balance plans and age weighted profit sharing ...- Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans