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Cash-Balance Plans and Age-Weighted Profit-Sharing Plans - Basic
Cash-Balance Plans and Age-Weighted Profit-Sharing Plans - Basic 1992 SOA Regional Meeting, Chicago. ... the pension arena. Areas covered included their primary attractions, legal concerns, and funding issues ...- Authors: Susan M Smith
- Date: May 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Funding
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Dying Young. NOT!
and it was reallyhardto go through. There are 25 primary tablesby issueage, policyyear, and sex, and likeyou ... the quittingof smoking, it's the improved medical care and holistic lifestylesbecoming popular,the jogging ...- Authors: Diane Storm
- Date: Oct 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Experience Studies & Data>Mortality; Pensions & Retirement
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Practical Considerations In Providing Services Under Insured Pension Plans
thlng--you are spending your money, or my money, to take care of this fellow. Now, I am doing it all alone--I ... motto has to be: "We charge more, we give more, we care more, and you, the client, will get more." MR.- Authors: Harold G Ingraham, Glenn A Mateja, Edward M Lupean, James J McCormack
- Date: Jun 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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The Growing Magnitude and Scope of Pension Services to Clients
separate accounts for publicly traded bonds and for direct placement bonds which operate on an open end and ... by ERISA. (2) Plan conformance to ERISA, i.e., direct contact by the field account individual to assist ...- Authors: John H Grady, Walter P Henry, Herbert I Kosloff, Denis J Sullivan
- Date: Jan 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Mergers and Acquisitions
want to be concerned about, which is easily taken care of, is the alternative forms of benefits under section ... plan, even though it might not have any actual direct cost effect on the buyer. It may have an indirect ...- Authors: Joseph Strazemski, Elizabeth King, Carl M Lerner
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Current IRA United States and RRSP Canada Developments
and investment experience often have a far more direct bearing. But by focus- ing solely on the portion ... some traps which need to be avoided. Particular care must be taken to avoid employer involvement -- or ...- Authors: Herb N Beiles, William H Bowman, Gary G Graham, Bruce E Nickerson, Gary N See
- Date: Jun 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Executives Need Pensions Too!
So that’s now taken over as, in many cases, the primary limitation of the pension benefits. Given those ... that are really looking to the business to take care of the difficulties that they have on the limits ...- Authors: William B Fornia, Stephen C Kinsky
- Date: Jun 1996
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Small Plan Design and Funding Issues
in the 401(k) plan. Then for the partners, the primary plan, or what we call the mandatory plan, is a ... plan for, and I'm going to stick to it, and I don't care what the IRS 679 OPEN FORUM says, and I'll ...- Authors: Bob J Bolin, Steven Bryson, Elaine M Wiant, Gary G Short
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Valuation Reports
in them than they might otherwise have since more care is taken in prepar- ing them for fear of the reviewing ... them than they might otherwise have, since less care is taken in preparing them because it is realized ...- Authors: Walter J McLaughlin, Michael J Mahoney, Paul W Robberson, Stephen Singer
- Date: May 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Individual Policy Pension Test
Individual Policy Pension Test This panel discussion from the 1977 SOA Meeting focuses ... professional corporations, where the participants are in direct control of their own compensation, how would the ...- Authors: Lynd T Blatchford, James A King
- Date: Jan 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement