Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • In the Beginning... A Column Devoted to Tax Basics
    section 403(b) plan, section 457(b) plan, or individual retirement account or annuity (IRA), all of which ... rules governing them differ considerably. An individual retirement annuity is not subject to the same ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • Session 160: PRT Reinsurance in the U.S.: A Market in the Making
     Introduction of a Regulator  Tri-annual valuation & minimum funding requirement  Pension Protection ...  Many regulatory jurisdictions  Periodic valuation & minimum funding requirement  Pension Benefits ...

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    • Authors: David Addison, Stephen Keating , Erik Pickett , James Ciamarro (Jimmy)
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Reinsurance; Reinsurance>Product development - Reinsurance; Pensions & Retirement>Pension risk transfer
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies
    their professionals and advisors about their individual circumstances. 6 Copyright © ... has sponsored other research related to the individual participant’s point of view on pension risk transfer ...

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    • Authors: Timothy Geddes, Ivana Curguz, Jason Gratson
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
  • DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
    DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020 10 Considerations ... ACTUARIAL ASSUMPTIONS Many actuarial assumptions for valuation purposes are long term in nature such as mortality ...

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    • Authors: Zorast Wadia
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer