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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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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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Plan Design Under ERISA
(4) Employee Contributions: Some have wondered if direct employee contri- butions to pay for either of these ... service, less, at age 65, 75% of the Social Security Primary Insurance Amount. For this plan, the accrued benefit ...- Authors: A Norman Crowder, Frank H David, Howard H Hennington, Elizabeth C Poston, Application Administrator
- Date: May 1975
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy