ASPA Series I

American Society of Pension Actuaries (ASPA)

Series I. General Records

Box 1.
1. A.S.P.A. – Actuarial Qualifications (history of ASPA – goes back to 1974)
2. Early Debit Policy – By The Prudential – 1921
3. Pension Benefit
4. PERISA Loose Leaf Citations
5. Pension Miscellany
6. E.R.I. S.A. Pension Dispute and Settlement – 1975
7. Non-Profit Organizations
8. E.R.I. S.A. Joint and Survivor Annuity
9. Statement of Financial Accounting Standards No. 36
10. Collectively Bargained Plans, Multi-employer Plans
11. Corporate Buy & Sell
12. Investment – 1980
 
Box 2.
1. Termination of Plan
2: Regulations on Supplemental Pay Plans
3: Legal Services
4: Keogh – Citations
5: Taxes and Loans
6. Union Mutual “Proven Performance in Pensions”
7. Maryland Laws
8. Miscellaneous
9. Executive Summary: Stock Incentive Plans – 1982 (Hansen)
10. Public Law 93-406
11. Controlled Business Entities
12. Compensation and Benefit Communication Plan of Action ansen)
13. Cafeteria Planning and Cash or Deferred
14. ALI ABA Pension – 1978
15. Amendments
16. Defined Benefit Plans
17. Fiduciary Responsibility, Reporting, Disclosure and “Enforcement” by Stanley Simon
 
Box 3.
1. Field Home Office Pension Procedure
2. Plan Termination Insurance
3. Hours of Service
4. All Plans
5. Proto analysis
6. Administration
7. Glossary Dictionary
8. Pension, Profit Sharing and Other Deferred Compensation Plans
9. Assignment and Alienation
10. Age Discrimination in Employment
11. Corporate Reorganization
12. News – Revenue Ruling
13. Unrelated Business Taxable Income
 
Box 4.
1. Unreasonable Compensation
2. Erlenborn’s Status of Pension Legislation
3. The Revenue Act of 1978
4. Nielsen Engineering and Research, Inc., Stock Bonus Plan and Trust Agreement
5. Employees of Public Schools and 501-C-3 Organizations
6. Split - Dollar
7. Fiduciary Responsibility
8. Fiduciary Responsibility, Reporting, Disclosure and Enforcement
9. Reference Materials
10. Marketing of Target Benefit Plan Made Easier
11. Social Security
12. SEPs
13. IRA (Rollovers)
14. Teaching
15. Thrift Plan
16. Tax Tips
17. E.R.I.S.A. Prohibited Transaction Folder
18. Pollard’s Pension Pointers – 11/1980
19. Pollard Articles
20: Pension Plan Guide No. 228 – 8/1979