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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
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In the Beginninng...How does ERISA Apply to Annuities
investment advice for a fee or other compensation, direct or indirect, or has any authority or responsibility ... invest- ment advisers to assist. But the plan’s primary service provider (e.g., the “recordkeeper” or ...- Authors: Michael L Hadley
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
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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
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What is Required to Improve Retirement Income Security?
purchase of deferred annuity segments as the primary funding vehicle for defined benefit plans. In ... Defined Contribution Plans.” In the case of health care, see the fol- lowing note. While I have no doubt ...- Authors: Paul Donahue
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy