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Effects of ERISA on The Marketing And Administration Of Individual Policy Retirement Plans

Effects of ERISA on The Marketing And Administration Of Individual Policy Retirement Plans This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in ...
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Description: This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the following issues: Can individual policy retirement plans be sold by insurance agents without their becoming fiduciaries, what new features in funding contracts and prototypes plans are needed, and what extra costs for retirement plans are expected due to the reporting, dlsclosure, and actuarial valuation requirements of ERISA. 1975 Record Vol. 1, No. 3
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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

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