'Dc plan' diaporamas de présentation

Richard Hochman, J.D., MBA McKay Hochman Co., Inc. Andrew E. Zuckerman, J.D. Internal Revenue Service

Workshop 3 Practical Issues Impacting the EGTRRA Restatement and Determination Letter Process. Richard Hochman, J.D., MBA McKay Hochman Co., Inc. Andrew E. Zuckerman, J.D. Internal Revenue Service. Background. Key Documents

1.23k views • 90 slides

PRESENTED BY: GEORGE TAYLOR MSPA; MAAA; FCA; EA georget@uplink

A Primer on Cash Balance Plans. PRESENTED BY: GEORGE TAYLOR MSPA; MAAA; FCA; EA georget@uplink.net. TOPICS TO BE COVERED. CASH BALANCE THE BASICS MAKING IT WORK; DISCRIMINATION TESTING PROPOSAL DESIGNS FROM PROPOSAL TO ANNUAL ADMIN.

807 views • 55 slides

Who Chooses Defined Contribution Plans?

Who Chooses Defined Contribution Plans?. Jeffrey R. Brown University of Illinois and NBER Scott J. Weisbenner University of Illinois and NBER NBER RRC Conference October 2006. Why care who chooses Defined Contribution (DC) plans?.

506 views • 42 slides

401(k) Participant Behavior in a Volatile Economy

401(k) Participant Behavior in a Volatile Economy. Prepared for the 14 th Annual RRC Conference, August 2, 2012 by Barbara Butrica and Karen Smith. Background. DC pensions have become the dominant employer-provided pension type over the last several decades.

514 views • 40 slides

Defined Contribution Plans, Mortality Risk, and the Demand for Annuities

Defined Contribution Plans, Mortality Risk, and the Demand for Annuities. James Poterba MIT and NBER Longevity 5 Conference, September 2009. Outline. Shifting Composition of Retirement Saving: Rise of Defined Contribution Plans

522 views • 38 slides

UConn Foundation Investment Management

UConn Foundation Investment Management. December 2015. Introduction. Asset management is the service of professionally investing money The largest segment of the asset management in the United States is made up of registered investment companies.

751 views • 35 slides

Financial Wellness: The Untapped Lever

602 views • 35 slides

Pension Reform 2011 James W. Linn

503 views • 34 slides

Pension Reform 2011 James W. Linn

457 views • 34 slides

City of Atlanta Pension Reform Presentation

City of Atlanta Pension Reform Presentation. August 2011. Purpose. Familiarize employees with the changes made to the City of Atlanta retirement system Explain how the changes impact each employee Update employees on the timeline of changes and available resources

386 views • 25 slides

410 views • 25 slides

NORTHERN TRUST DEFINED CONTRIBUTION SOLUTIONS THE PATH FORWARD

347 views • 20 slides

Retirement Plans

Retirement Plans. Overview of retirement plans Defined benefit plans (DB plan) Defined contribution plans (DC plan) Cash balance plans Tax advantages of retirement plans Retirement plan provisions and regulations. Overview of Retirement Plans. Methods of receiving income during retirement:

1.26k views • 17 slides

U. S. Pension Update Inter-Alliance Meeting April 7, 2005

U. S. Pension Update Inter-Alliance Meeting April 7, 2005. Seth Rosen, Industrial Advisor. Pilot Pensions Update. Current Environment Retirement Plan Comparisons Airline Summaries Pension Legislation. The Current Environment. Attacks on Health Care Erosion of Benefits Cost Sharing

215 views • 12 slides

209 views • 12 slides

Defined Benefits The Long Goodbye

185 views • 11 slides

Christine Bailey New York City Board of Education Retirement System

Christine Bailey New York City Board of Education Retirement System. Public Pension Assumed Rate of Return & Pension Deficits: New Ideas? New Solutions?. Traditional Defined Benefit Public Pension Plans. Misunderstood Institution

228 views • 10 slides

Atlantic Connection Conference

Atlantic Connection Conference. Shared Risk Plans, July 9, 2014. Response to Unfunded Pension Funds. Between 2009 and now - over 45 states have instituted pension plan modifications. Categories of the modifications COLA reductions and implementation contingencies

138 views • 6 slides

110 views • 5 slides

Re-engineered Discharge (RED) for Congestive Heart Failure Patients Courtney Nichols, RN, Rolling Plains Memorial Hospi

Re-engineered Discharge (RED) for Congestive Heart Failure Patients Courtney Nichols, RN, Rolling Plains Memorial Hospital, Sweetwater, TX. Methods -Through Case Managers / Discharge Advocates/ Direct Care Nurses: -CHF patients are identified on admit

121 views • 1 slides