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  • Ordinary Insurance - Dividends
    Ordinary Insurance - Dividends From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses dividends. Topics include the reflection in dividends of new ...

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    • Authors: William A Bailey, Harry Walker, Martin L Zeffert, JASON WARREN CARTER, Bert A Winter, Charles A Yardley, Daton Gilbert
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Pensions & Retirement
  • Unisex - An Update
    Unisex - An Update This session from the 1984 SOA Salt Lake City Meeting discusses Unisex legislation in the U.S. Congress on new and existing policies that eliminates gender in life insurance, ...

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    • Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement
  • Digest of Forum on Old Age Benefits
    Digest of Forum on Old Age Benefits The objective of this forum was to bring together basic factual material and to discover a good cross section of actuarial thinking in this field. From ...

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    • Authors: Howard H Hennington, George E Immerwahr, Robert J Myers, Albert Pike, Jack Dyer, WILLIAM MARTIN ANDERSON, Frank L Griffin, Charles A Siegfried, Harry E Blagden, Reinhard A Hohaus, Allen L. Mayerson, Stanley W. Gingery, Dorrance C. Bronson, Clark T Foster, Frederick P Sloat, Manuel Gelles, M. Albert Linton, Robert A. Wishart
    • Date: Mar 1950
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Pensions & Retirement
  • Lessons Learned – A Risk Perspective
    Lessons Learned – A Risk Perspective In this session, a company will share its experience on managing risks underlying the equity-linked insurance guarantees and what lessons were learned over ...

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    • Authors: Daniel D Heyer
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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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
  • Session 124: Private Pension Mortality Study
    Session 124: Private Pension Mortality Study This session will highlight the mortality experience of a large set of private pension plans in the United States for experience years 2010-2014.

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Policyholder Behavior Experience Data and Modeling
    Policyholder Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics for policyholder behavior for VA and FIA based on industry experience data, including changes in ...

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    • Authors: Timothy S Paris
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
  • Hedging Challenges in Current Market Environment
    Hedging Challenges in Current Market Environment The speaker will share his insights into the hedging challenges faced by FIA and VA business in the current market environment. Annuities, ...

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    • Authors: Philippe Combescot
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • What Is The True Value Of Tax Deferral?
    What Is The True Value Of Tax Deferral? In this session at the SOA 2003 Washington, DC Spring Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar ...

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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
  • Projected Annuity/Pension Mortality
    Projected Annuity/Pension Mortality This session looked at techniques suitable, practical or useful in recognizing future improvement in mortality, the projected mortality vs. Actuary's ...

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    • Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Pensions & Retirement