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  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    of retirees receiving lifetime income from an annuity are satisfied with their annuity2 About Half ... (formerly RESA) will better enable in-plan annuity placement. Lifetime Income Disclosure Act (LIDA) ...

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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
  • What Is The True Value Of Tax Deferral?
    at Florida State University. Note: The chart(s) referred to in the text can be found at the end of ... plans, individual retirement accounts and deferred annuity products. The actual quantification of this benefit ...

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    • Authors: Krzysztof Ostaszewski, James M Carson
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans