somehow I'm missing 2 factors from a table a client has been using for awhile.
I don't know the name of the table and haven't been able to locate it onlilne...
the age 20 factor is .2485
...
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Hi guys
When we perform shortfall amortization charge calculation by taking 7 year amortization of the current year amortization base, do we have the option to calculate the amount using eithe...
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What should a pension student do if he/she wants more networking and professional development outside of office? (other than required seminars for EA!!)
I notice that there are many experience...
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Plan has 1/1/2008 valuation date. It has FTAP for 2008 > 100%.
The FTAP has just been certified. The client has now indicated that he would like to amend the plan to increase the benefit a...
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Quick question about required minimum distributions (that could not be answered in the EA exam forum)...
What age is a given distribution based on? Is it valuation age for that plan year or is...
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Those in COPA have already voted to combine operations under the ASPPA name as ASPPA College Of Pension Actuaries, aka ACOPA. This action will result in one stronger actuarial organization strict...
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I know the big conversion is down the road, but I'm not worried about that yet. I have a client that has converted during the year for other reasons. From what I can find the typical approach to...
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http://www.nagdca.org/legislation/do...ice2007-69.pdf [http://www.nagdca.org/legislation/documents/normalretirementagenotice2007-69.pdf]>
Here's a classic IRS rule that illustrates their custo...
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Anyone ever come across a plan with something like this? A client of mine runs a formerly contributory plan with ER as early as age 55. When determining the reduction for early commencement, the...
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I need to know who to calculate a lump sum back in 1992. Not being around back then makes it hard to remember.
Was it just based on plan language or did we have minimums or maximums like to...
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Hello all,
I'm trying to follow up with the joint board to find out how my application is coming along. All my recommendations have followed over the last few weeks and I just want to find out...
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What is the average travel time until a student becomes a consultant?
...
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IRS released today, 9-18-08, some further relief for actuaries using end-of-year valuations. While it does not give a blanket OK to follow the same methods as using the 12-31-06 data for the 2007...
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Hi. I know most of your work focuses on DB plans. I was wondering, though, if any of you have a recommendation on the best book for guidance on 403(b) plans. We already know of the 403(b) Answe...
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I was discussing the AIG situation with a non-insurance friend last night and they were concerned because their mother has an annuity with them. If AIG goes down, what does this mean for her annu...
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I'd like to hear thoughts on the most common way to value a Joint & 50% Contingent Annuity that includes a 5 year Certain Period.
I say "most common way" because I have seen diff...
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Can someone give me an overview of all of these and why why can't we just use one, like PUC?
...
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I'm opening this thread so we can document various public pension plans that hit the rocky shoals. Via Instapundit, I saw this story on Cobb County, Georgia's underfunded pension [http://www.ajc.c...
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http://www.actuary.org/briefings/socsec_aug08.asp [http://www.actuary.org/briefings/socsec_aug08.asp]>
http://www.actuary.org/pdf/socialsec...oard_aug08.pdf [http://www.actuary.org/pdf/socialsec...
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hi guys,
Have a question about determining how much to bill (or quote) when responding to a request for proposal?
This is my limited understanding based on what I learned during my 2 years...
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Am looking for some draft wording for an amendment that needs to be made to one of our plans. Amendment relates to changing normal retirement age from Age 55 to Age 62. Can anyone direct me to som...
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Assumed there are 2 public plans from 2 different states that are exactly the same (demographic, benefit formula, asset allocation and etc.)
The only difference is that one state government (A) ha...
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From: Milligan, Alan [mailto:Alan_Milligan@CalPERS.CA.GOV]
Sent: Wednesday, August 27, 2008 5:30 PM
To: kathleen.wong@axa-equitable.com [mailto:kathleen.wong@axa-equitable.com]>; mikemclaughli...
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Is a normal retirement age that is not uniform throughout a single DB plan allowed/acceptable?
...
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There is a standard "Amendment of Actuarial Equivalence" clause that I see in several plan documents thats states as follows:
Amendment of Actuarial Equivalence: Except as may otherwis...
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