Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    Chairperson of the Individual Life Insurance and Annuity Product Development Section. ACLI Update continued ... a member of the Individual Life Insurance and Annuity Product Development Section Council. by Paul ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
  • In the Beginning... A Column Devoted to Tax Basics
    Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer