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Financial Education: Employer Trends, Liability and Considerations
Considerations This article describes the need for and the benefits of implementing a financial education ... contribution plans=DC plans=401k plans;Employee Retirement Income Security Act=ERISA;Life Insurance Marketing ...- Authors: Rick Storms
- Date: Dec 1998
- Competency: Strategic Insight and Integration
- Publication Name: Small Talk
- Topics: Finance & Investments; Pensions & Retirement
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An evolution in the world of private equity
An evolution in the world of private equity investing in private equity 6/25/2020 12:00:00 AM ...- Authors: Mark W Whitford
- Date: Jun 2020
- Competency: Strategic Insight and Integration
- Publication Name: Small Talk
- Topics: Finance & Investments
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Back to Basics: Which Duration Is Best?
Which Duration Is Best? This article explains the concept of 'duration' for measuring asset sensitivity ... looks at different types of duration, and implications of relying on the wrong measure. Asset valuation;Corporate ...- Authors: Teri Geske
- Date: May 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Finance & Investments
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Disclosure Changes Give Smaller Insurers a Boost
Disclosure Changes Give Smaller Insurers a Boost The SEC recently approved a financial disclosure rule ... investors simultaneously. This article looks at the new rule designed to make financial disclosure fairer ...- Authors: David Pilla
- Date: Dec 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Finance & Investments; Public Policy
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Modeling CMOs
Modeling CMOs This article suggests ways for small ... insurance companies to obtain modeling information on more intricate assets, such as collateralized mortgage ...- Authors: DALE ALLEN HALL
- Date: May 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Finance & Investments; Modeling & Statistical Methods>Asset modeling