1
-
9
of
9
results (0.48 seconds)
Sort By:
-
In the Beginning... A Column Devoted to Tax Basics
example, amounts an employer spends for a health care plan for its employees is completely excluded from ... another IRA. In the plan world, a “direct” rollover refers to a direct trustee-to-trustee transfer. An “indirect” ...- 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
-
Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning
the Long-Term Care Section Research committee focuses on the financing of long-term care insurance. It ... shifted to defined contribution plans as their primary retirement benefit. Many individuals retire earlier ...- Authors: Anna M Rappaport
- Date: Jun 2024
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
ERISA and Retirement Income Security: 50 Years Later
many amendments to it has been a major factor. Primary Reasons Leading to a Decrease in DB Plans A. Pension ... DB plans less attractive than DC plans. Today’s Primary Private Sector Retirement Plans One possible solution ...- Authors: Mark Shemtob
- Date: Jun 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; 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; Public Policy
-
Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... improvement has limited value for plan sponsors ▪ No direct reduction in contribution ▪ Funding ratio improvement ...- 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
-
Session 064: DC and Other Non-DB Employment Benefit Options Used as Sources of Retirement Income
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... be supplemental savings to DB plan and not be primary source of retirement income But DB Plans have ...- Authors: Robert Denniston, Brian Linde, Society of Actuaries
- Date: Jan 2020
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
-
An Interview with Blaine Aiken
fiduciaries are people who are responsible for taking care of other people’s money and are held to high ethical ... loyalty and care. Loyalty means that conflicts of interest must not taint the advice provided. Care requires ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
-
Session 028: Best of Both Worlds: Combining DB and DC Plans
Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
- Date: Jan 2020
- Competency: Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
-
An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, ... purchase disability insur- ance to avoid losing your primary income source upon illness or injury. You purchase ...- 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
-
Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
Failing 2 out of 6 ADL • Confinement into a medical care facility • Waiting periods, elimination period ... GuidelinesTM, an industry gold standard, and our health care actuarial consulting practice – the largest in ...- Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
- Date: Feb 2020
- Competency: Results-Oriented Solutions
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans