Description: The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in determing the actuarial present value of additional benefits for computing the RMD under a deferred annuity contract. This is the Appendix I spreadsheet for determining the Actuarial Present Value of an annuitization bonus. Please see the SOA website research for the full report and other associated spreadsheets.

Description: This 1969 report continues an annual series of reports covering mortality experience since 1924 with retired lives under group deferred annuity and deposit administration contracts. This study includes 1968 data.

Description: Presents the 1983 and 1984 calendar-year experience of retired individuals who are coverd under insured pension plans in the United States and Canada.

Description: 1959 intercompany study of mortality under individual immediate and refund annuities issued between 1931 through 1957 and covering experience between anniversaries from 1953-1958.

Description: This is a study of mortality experience among pensioners under certain large self-administered retirement plans.

Description: This 1972 report covers intercompany mortality experience on life income settlements arising out of death claims, life income settlements arising out of maturities or cash surrenders, and matured deferred annuity contracts.

Description: Study of mortality experience under Canadian individual annuities for 1980 - 1988 anniversaries. Most policies studied are in the payout status, though experience is additionally included during the deferred period provided the policy has no cash value or right to change the policy.

Description: The first study of mortality specifically related to structured settlement annuities, covering experience years 1966 - 1989. Both standard and substandard lives were analyzed.

Description: The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in determing the actuarial present value of additional benefits for computing the RMD under a deferred annuity contract. This is the Appendix I spreadsheet for determining the Actuarial Present Value of an annuitization bonus. Please see the SOA website research for the full report and other associated spreadsheets.

Description: The Life Meeting, is the result of combining the Life & Annuity Symposium (LAS) and the Valuation Actuarial Symposium (ValAct). The Life Meeting will offer sessions specific to pricing and valuation as well as sessions on emerging issues relevant to both groups. These common themes include InsurTech, diversity, accounting change and the current economic environment.