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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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ERISA and Retirement Income Security: 50 Years Later
ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed ...- 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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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...- 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