Minutiae or not?

Dave, you're right. I forgot to state that he won't take my call.

I agree with everything you said except for the last statement. I found that they actively chose not to add the credentials- that started me on this quest. We've had members in this community lose their credential status because of something as non-descriptas not paying their annual dues (actuary pocketed dues paid by his employer) to headline grabbers that would make one blanche. But here, this involves submission of documents to the SEC. Your recommendation wouldn't hold water here. On the other hand, I understand (and would like to the same) your user id.

To the group: I'm retiring this year after 46 years in the business and want to thank you for the knowledge your daily newsletters have imparted to me. I have read your daily newsletters since day 1 and, as part of my mentoring program, encourage my juniors to read it as well. To another 25 years!!! Gary Rothy

I'm reviewing a GAAP valuation report whose signature block for years states that the actuary is an EA. There's nothing wrong with that- after all, some of my best friends are an EA. On checking the credentials I found that the person is also an ASA (with other related and very impressive credentials) .What I am struggling with is why the signor doesn't include the ASA designation in the signature block. (The person is still active and in good standing). Any ideas or suggestions as to be on the lookout for hidden landmines?

post script: It seems that the company names ARE a matter of public record. Some additional intense googling turned up: West Bend Mutual Life Insurance Company, BASF, Avaya, Monsanto, PepsiCo and Lockheed Martin - all have found ways to work around the legal obstacles and offer phased retirement.

A long time ago I learned "if you don't ask, you don't get". Thank you.

I'm looking to find the specific names of companies that have implemented Phased Retirement Plans, specifically allowing in-service distributions from the existing defined benefit pension. Googling has only turned up generic articles on the subject. Thank you in advance for your help.