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Retirement Forum, Vol. 23, Issue 1
Retirement Forum, Vol. 23, Issue 1 This issue of The Retirement Forum presents the four prize-winning papers from the Retirement 20/20 Call for Models for Public Pension Plans Contest, which was ...- Date: Apr 2021
- Competency: Results-Oriented Solutions
- Publication Name: The Pension Forum
- Topics: Annuities>Payout annuities; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
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Mortality of Beneficiaries of Charitable Gift Annuities
Mortality of Beneficiaries of Charitable Gift Annuities This paper is an analysis of the mortality rates of beneficiaries of charitable gift annuities. Beneficiaries;Mortality rates=Mortality ...- Authors: Donald Behan, Bryan K Clontz
- Date: Jan 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Payout annuities; Experience Studies & Data>Mortality
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Longevity Risk Solutions for Small Canadian Pension Plans
Longevity Risk Solutions for Small Canadian Pension Plans Over the last several decades, mortality trends and life expectancies in developed countries have been improving and are expected to ...- Authors: John Melinte
- Date: Oct 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Annuities>Payout annuities; Pensions & Retirement>Defined benefit plans
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ACLI Update
ACLI Update The NAIC approved the 2012 Individual Annuity Reserve table as the standard for computing reserves for individual annuity contracts and developed a model law regulation for states to ...- Authors: Pete Bautz, Mandana Parsazad
- Date: Jun 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Taxing Times
- Topics: Annuities>Payout annuities; Life Insurance>Reserves - Life Insurance
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Nontraditional Products for the Retirement Market
Nontraditional Products for the Retirement Market This presentation from Session 17 of the SOA 2004 San Antonio Spring Meeting focuses on new product concepts that are emerging to capture the ...- Authors: Garth A Bernard, Steve Cooperstein, Christine E Dugan, Francois Gadenne
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Payout annuities
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New SPIA Interest Rates in VM-22
New SPIA Interest Rates in VM-22 This article is to outline the new requirements for valuation rates in VM-22, highlighting key differences and example calculations to enhance understanding.- Authors: Paul Hance, Heather Gordon, Christopher Conrad
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
- Publication Name: The Financial Reporter
- Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
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Discussion - A New Annuity Mortality Table and a Graded Rate System for the Life Income Settlement Options
Discussion - A New Annuity Mortality Table and a Graded Rate System for the Life Income Settlement Options Discusses the titled paper by McCarter regarding a new payout annuity mortality table ...- Authors: Arthur C Cragoe, Richard A Leggett, Harry Walker, Edward A. Lew, Wilmer A Jenkins, Walter G Bowerman, William C. McCarter
- Date: Nov 1956
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Experience Studies & Data>Mortality
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A New Annuity Mortality Table and a Graded Rate System for the Life Income Settlement Options
A New Annuity Mortality Table and a Graded Rate System for the Life Income Settlement Options This paper was presented at the 1956 Society of Actuaries Eastern Spring Meeting, held April 19-20 in ...- Authors: William C. McCarter
- Date: Jun 1956
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Experience Studies & Data>Mortality
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Embedded Risk in Settlement Options on Older Life and Annuity Contracts
Embedded Risk in Settlement Options on Older Life and Annuity Contracts Embedded Risk in Settlement Options on Older Life and Annuity Contracts Annuity reserves;Annuity valuation;Deferred ...- Authors: John Ladley, Kenneth Beck
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Two Notes on Financial Mathematics
Two Notes on Financial Mathematics Contains two separate articles, called notes. The first note, “A note on correlation in mean variance portfolio theory,” is an elementary discussion of how ...- Authors: Daniel Dufresne
- Date: Jan 2005
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Finance & Investments>Portfolio management - Finance & Investments; Reinsurance>Stop-loss insurance