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  • Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
    Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 panel discussion focused on the implications of proposed revisions of the standard valuation and ...

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    • Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Managing Retirement Assets Symposium: The Simple Analytics of a Pooled Annuity Fund
    Managing Retirement Assets Symposium: The Simple Analytics of a Pooled Annuity Fund This paper aims to present a systematic procedure for valuing group self annuitization GSA payouts in the ...

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    • Authors: Emiliano Valdez, John Piggott, Bettina Detzel
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Group plans - Annuities; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Session 124: Private Pension Mortality Study
    Session 124: Private Pension Mortality Study This session will highlight the mortality experience of a large set of private pension plans in the United States for experience years 2010-2014.

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Terminal Funding
    Terminal Funding This paper is a practical guide to the terminal funding annuity product. Actuarial considerations, investment strategies, administration, and marketing aspects are discussed.

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    • Authors: Victor Modugno
    • Date: Oct 1986
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement
  • Single-Premium Group Annuities - A Golden Oldie Is Alive and Kickin'!
    Single-Premium Group Annuities - A Golden Oldie Is Alive and Kickin'! 1994 SOA Meeting, San Antonio. This session covered single-premium group annuities under the following topics: 1 ...

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    • Authors: Robert Lynch, Rhoni Seguin
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement
  • Individual Retirement Account Competition
    Individual Retirement Account Competition Panel discussion session examining individual retirement account competition including products offered by banks, stock brokerage firms,mutual fund ...

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    • Authors: Gregory J Carney, Steve Cooperstein, Deborah C Foord, Howard H Kayton, Gordon H Leavitt, Martin Ruby, Alan C Snyder, Forrest Allen Spooner, S Jeffrey Baxter
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Pensions & Retirement
  • New Research on Solvency Valuation Assumptions in the U.S. and Canada
    New Research on Solvency Valuation Assumptions in the U.S. and Canada The article is a summary of Society of Actuaries report entitled “Annuity Market Pricing Approaches” sponsored by the ...

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    • Authors: Victor Modugno
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities; Annuities>Group plans - Annuities; Annuities>Pricing - Annuities; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan termination
  • Entry into New Fields
    Entry into New Fields 1959 SOA Regional Meeting in Atlanta. This discussion covered the advantages and disadvantages of entering the pension field through Ordinary policies or Group Annuities.

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    • Authors: Society of Actuaries
    • Date: Jun 1959
    • Competency: Strategic Insight and Integration
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Health & Disability>Health insurance; Life Insurance; Pensions & Retirement
  • Can Annuity Purchase Intentions be Influenced - Summary
    Can Annuity Purchase Intentions be Influenced - Summary This research report analyzed the effects of different types of informational interventions on annuity-related behavioral intentions and ...

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    • Authors: Society of Actuaries
    • Date: Aug 2010
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Annuities>Individual annuities; Pensions & Retirement