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  • The Future Regulatory Environment of Life and Health Insurance
    The Future Regulatory Environment of Life and Health Insurance Panel discussion exploring likely ... healthcare;Health care costs;Health care quality;Health reserves;Long-term care insurance=LTCI;Medi ...

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    • Authors: Helen L Hofmann, Paul Janus, Jeffrey A Prussin, Arthur C Schneider, Richard A Edwards
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge; Leadership>Change management; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Economics>Health economics; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • Conversations with Your Uncle
    2. Social Security issues. 3. Health care issues. 4. Title I issues. 5. Broad ... plans;Employee Retirement Income Security Act=ERISA;Health care reform;Internal Revenue Service=IRS;Pension Benefit ...

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    • Authors: Steven Bryson, Kathryn G Marticello, Harlan M Weller
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • Changing Patterns of Retirement
    LOIDA RODIS ABRAHAM: Currently I’m the Long-Term Care Insurance Section chairperson. MR. RONALD GEBHARDTSBAUER: ... because his customers needed products that his primary company didn’t have, and he wanted to meet the ...

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    • Authors: Ronald Gebhardtsbauer, Anna M Rappaport, Loida Rodis Abraham, Mark J Warshawsky
    • Date: Oct 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • Comparability
    just ask, "Are you in or are you out?" It doesn't care how much you're getting. You're either in or you're ... convert a DB to a DC plan? We're going to look at a primary insurance amount (PIA) offset plan. How does the ...

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    • Authors: Lane West, Dempsey D White, Kathleen M Potter, Paul V Strella
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Pension Section - Late Breaking Developments
    to allow plans to have an offset based on the primary insurance amount. We all appreciate that one of ... o The offset must not be more than 50% of the primary insurance amount. Conceptually 50% makes a lot ...

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    • Authors: William Nick, Paul A Rizzuto, Bruce Cadenhead, Rebecca Wilson, Harry Conaway
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Nondiscrimination Rules
    his benefit. The question that I would like to direct to Tom and Roger is that this obviously was not ... industry to expand the safe harbor deals with primary insurance amount (PIA) offsets plans asking that ...

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    • Authors: Roger C Siske, Thomas Miano, Timothy W Sharpe
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Late Breaking Developments
    correction without disqualificationof the plan. The primary advantage is, you don't have the tax consequencesthat ... year. Congress is much more enamored with health care reform than it is with PBGC, so it's not going to ...

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    • Authors: Leonard Mactas, Scott Tucker
    • Date: Oct 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Tax Reform Act – Integration and Effect on Defined Benefits
    you want to get to," said the cat. "I don't much care where," said Alice. "Then it doesn't much matter ... plans the old rules permitted up to 5/6 of the primary insurance amount as an offset, with adjustments ...

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    • Authors: Stephen A Alpert, Robert J Barry, James M Jackson, Ira I Siegler
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation