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SECURE Act 2019- A world of opportunities for annuity carriers
Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity ... annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Session 028: Best of Both Worlds: Combining DB and DC Plans
Best of Both Worlds: Combining DB and DC Plans The presenters in this session will discuss the simultaneous ... simultaneous use of DB and DC plans. With the continued growth of DC assets and the freezing of DB plans, it ...- Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
- Date: Jan 2020
- Competency: Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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An Interview with Blaine Aiken
responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial ... in the code of ethics that apply to CFPs. Pension plan governance, Fiduciary issues, Retirement advice ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension plan's lifespan, after benefit ... ceased and the plan has reached fully funded status, a plan sponsor has the option to begin the plan termination ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Summary of defined contribution research reports
Summary of defined contribution research reports Summary of defined contribution research reports, including ...- Authors: Society of Actuaries
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans