Description: Presented at June 1986 Spring Meeting. This session discussion is about the personal financial planning process, including a discussion of the effects of any recent and proposed legislation on individuals.

Description: This session discussion is about the government fiscal policies and the budget deficit. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: Discussion of private letter tax rulings on the definition of Cash Surrender Value for purposes of interpreting the definition of life insurance for the policyholder's taxation of the contracts.

Description: This article provides a summary of selected sessions of the October 2010 NAIC meeting.

Description: SAVER Summit Looks at Retirement Needs and Savings Plans by Anna M. Rappaport from Pension Section News, August 1998, Issue No. 37.

Description: This article summarizes the Wharton Conference focusing on retirement policy and changing retirement policy. From Pension Section News, September 2004, Issue No. 56.

Description: In this article, author Anna Rappaport discusses highlights and wake-up calls from the December, 2009 Annual Retirement Security Symposium.

Description: Living beyond ones life expectancy poses many challenges. Among them are financial issues. Though there are products and strategies available that retirees could use to mitigate this financial risk they are seldom used. Reasons range from high cost, lack of awareness of the available options, and general underestimation of longevity risk. This paper poses the question as to whether the federal government can provide a solution to this potential problem in a fair and cost efficient manner. Ideas are presented as well as a discussion of the pros and cons of such a program concept.

Description: Summary of the Life and Health Actuarial Task Force Meeting held in September, 2003

Description: This article reports the maximum statutory valuation and nonforfeiture interest rates for calendar year 2004 issues of life insurance products and the maximum statutory valuation interest rates for calendar year 2003 issues of annuity products.