Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Money's Worth Ratios Under the OASDI Program for Hypothetical Workers (PDF)
U.S. Social Security Administration [SSA] Jan. 30, 2019
"This note presents analysis of theoretical money's worth ratios for hypothetical workers with various earnings patterns and levels under the Old-Age, Survivors, and Disability Insurance (OASDI) program. The money's worth ratio is the ratio of the present value of expected benefits to the present value of expected payroll taxes (contributions) for an individual or a cohort of workers. A value of greater than one for this ratio indicates that, on a present value basis, more money is expected to be received in benefits than is expected to be paid in payroll taxes over the lifetime of that individual or cohort."
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