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  • Federal Income Taxes - Insured And Annuitant Perspective
    Federal Income Taxes - Insured And Annuitant Perspective Presented at October 1985 Annual Meeting. Discusses proposals for changing the tax law with respect to the taxation of personal income: ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Individual Tax Qualified Products
    Individual Tax Qualified Products This 1977 panel discussion examined individual tax qualified products. Areas covered included: 1. Regulatory developments 2. Products being used ...

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    • Authors: Gilbert V I Fitzhugh, Robert J Ingram, Verne J Arends, O David Green
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • 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
  • Dynamic v. Static Replication
    Dynamic v. Static Replication The speakers will discuss the replication of long-term options, including a discussion of issues such as liquidity, transaction costs, slippage, impact of ...

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    • Authors: Joshua Dobiac, Jeff Greco, Hyunsu Kim FSA,MAAA (Hyunsu)
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Enterprise Risk Management
  • Market Value Adjusted Products
    Market Value Adjusted Products Presented at October 1986 Annual Meeting. Discusses background, product design, NAIC model regulations, New York legislation and regulations, investment ...

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    • Authors: Application Administrator, David A Hall, Robert Howard, Craig R Raymond, Donald R Sondergeld
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • The Economics of Discrimination
    The Economics of Discrimination Economics professor discusses the economics of fair and unfair discrimination in insurance. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B. Risk ...

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    • Authors: Shane A Chalke, Walter E Williams
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance
  • Reinsurance of Annuities
    Reinsurance of Annuities This session from the 1995 SOA New York City Meeting covers annuity reinsurance, specifically quota-share coinsurance, It addresses why companies buy annuity ...

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    • Authors: Melvin C McFall, Robert Buckner, Melinda Willson
    • Date: May 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Reinsurance
  • Guideline 33 Implementation Issues
    Guideline 33 Implementation Issues Presented at October 1996 Annual Meeting. This discussion reviews multiple issues including: the success in getting states to accept three-year spread, ...

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    • Authors: Gregory Broer, Paul D Facey, Robert LaLonde
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Improving the Product Development Process
    Improving the Product Development Process The panel at this session of the SOA 2003 Washington, DC Spring Meeting look at the product development process with a focus on improving the success ...

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    • Authors: Kelly A Levy, Paul Myers, Philip Ferrari
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance