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Behavioral Economics and the Longevity Problem
to be in the domain of losses, while potential annuity customers perceive themselves to be in the domain ... seeking in the domain of losses. Purchase of an annuity or life product is a risky investment. Customers ...- Authors: Craig Reynolds
- Date: Feb 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities; Annuities>Payout annuities; Life Insurance; Life Insurance>Universal life
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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
periodic payments. By Mark E. Griffin and Prasanthi S. Paritala TAXING TIMES, October 2022 On Jan. 18, 2022 ... SEPPs under Code section 72(q) for non-qualified annuity contracts. Background Code sections 72(q)(1) ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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Chairperson’s Corner
Chairperson’s Corner In this third issue of International News in 2022, we feature a contribution by ... against benefits being provided by a few states in the U.S. We have launched an assessment of session content ...- Authors: Carlos Arocha
- Date: Apr 2022
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: International News
- Topics: Actuarial Profession; Global Perspectives
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A Conversation with Retired Company Tax Actuaries
follow-up and a lot of studying, including a master’s degree in actuarial science, I ended up being hired ... planning at Northwestern Mutual, in the Controller's department. My first SOA appearance was in the early ...- Authors: Mary Caramagno
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
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Highlights of 2023 Living to 100 Symposium
provides a summary of key issues presented at the 2023 U.S. Living to 100 Symposium focused on the interests ... technical and lifestyle issues, with an emphasis on mortality and longevity trends and influences. Some of the ...- Date: Jul 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Longevity; Demography>Population data; Long-term Care; Long-term Care>Chronic health management - Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care; Demography>Mortality improvement
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Needs Versus Wants: What do Collective Defined Contribution Plans Address?
benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...- Authors: Esther W Peterson , Mark Shemtob, Lee Gold
- Date: Apr 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
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SOA Accelerated Underwriting Practices Survey
actuaries and others is what kind of mortality slippage, i.e., mortality in excess of fully underwritten experience ... five ways: Direct company comparison of expected mortality for AU eligible policies that had the underwriting ...- Authors: Allen Klein
- Date: May 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
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Review of Life, Health, and Annuity Reinsurance 4th Edition
Review of Life, Health, and Annuity Reinsurance 4th Edition Book review of the latest edition (4th) ... and Annuity Reinsurance by John Tiller, Jr and Denise Fagerberg Tiller Life Reinsurance;Annuity Reinsurance;Health ...- Authors: Larry Stern
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Reinsurance News
- Topics: Reinsurance>Health reinsurance; Reinsurance>Life reinsurance
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Risk Is Our Business, Say U.K. Actuaries
Risk Is Our Business, Say U.K. Actuaries This article highlights the significant steps being taken by ... sed capital=RBC;Risk measurement;Solvency II;Mortality risk; 10776 7/1/2006 12:00:00 AM ...- Authors: Paul Stanworth
- Date: Jul 2006
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Actuarial Profession; Finance & Investments
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T3: TAXING TIMES TIDBITS
transaction between a foreign insurance company taxed as a U.S. company by virtue of an election under section 953(d) ... Taxpayer’s U.S. affiliates, that satisfied the criteria for treatment as annuity contracts. Taxpayer’s reinsurance ...- Authors: Frederic Gelfond
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Reinsurance; Reinsurance>General reinsurance