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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements ... allocation;Asset management;Deferred annuities;Individual annuities;Policyholder behavior;Taxes;Taxation;Variable ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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On the Importance of Hedging Dynamic Lapses in Variable Annuities
threshold is ex- pressed relative to the guaran- tee G. Table 1 shows that the money, the policyholder has ... Moneyness level paid upon surrender max(AT, G) Table 1 Decomposition of the payoff of a GMMB contract ...- Date: Aug 2015
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Risks & Rewards
- Topics: Annuities>Variable annuities; Finance & Investments>Asset liability management
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DOL Fiduciary Regulation - Where are We Now?
ability to save for retirement and build the individual wealth necessary to afford typical lifetime ... Fiduciary Regulation—Where are We Now? WHAT’S ON THE TABLE? The DOL has yet to publish the results of its ...- Authors: Susan Krawczyk
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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ndividual Annuity Sales and Product Trends
we’ll summarize broad trends across the U.S. individual annuity marketplace and focus on variable annuities ... annuities. MACROECONOMIC OVERVIEW A review of the individual marketplace is incomplete without an understanding ...- Authors: Simpa Baiye
- Date: Feb 2016
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Product Matters!
- Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
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IRS Issues Guidance on the Separate Account Dividends Received Deduction
IRS Issues Guidance on the Separate Account Dividends Received Deduction The article summarizes ... (ACTEX Publications 2014); see also id. at 211, Table 8.1, for a more detailed representation of the ...- Authors: Samuel A Mitchell, John Adney
- Date: Jun 2016
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting