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  • Effects of ERISA on The Marketing And Administration Of Individual Policy Retirement Plans
    costs and benefits. The illustrations are reviewed, care being taken to be sure that the decision-maker understands ... benefits, care should be taken to make a disclosure of the alternatives. The agent should take care to avoid ...

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    • Authors: Roger A Buckman, Paul D Halliwell, Christopher H Wain, Harold G Wiebke
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Corporate plans
  • Relationship of Product Design and Investment Philosophy
    tional gains and losses are incidental to our primary enterprise. As a measure of how far we have come ... NT SESSIONS trations. While this does not take care of the problems of the marketplace, or adequate ...

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    • Authors: Peter F Chapman, Daniel J McCarthy, Michael Rosenfelder, Christopher H Wain
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment policy