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  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Book Review - Integration Of Plans With Social Security And Funding by Donald S. Grubbs, Jr.
    Book Review - Integration Of Plans With Social Security And Funding by Donald S. Grubbs, Jr. Article Book Review by Ray in The Actuary, January 1979, Volume 13, Number 1 Employee Retirement ...

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    • Authors: Jeanne Cullinan Ray
    • Date: Jan 1979
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy; Social Insurance>Social Security
  • What's Up? Recent Developments
    What's Up? Recent Developments 1994 SOA Meeting, San Antonio. This session focused on issues and regulations that were breaking at the time of the meeting. The panelists analyzed the most ...

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    • Authors: Gene Fife, Lindsay Malkiewich, Nurez Jiwani
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • U.S. Tax-Sheltered Annuities
    U.S. Tax-Sheltered Annuities This literature guide provides a grounding in tax-sheltered annuities 'TSAs' and pertinent regulations. TSAs are only available to tax-exempt ...

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    • Authors: Society of Actuaries
    • Date: Apr 1997
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension legislation and regulation