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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions
Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions Recent guidance in the form of Rev. Proc. 2006- 13 provides a general safe harbor for the fair market value of a ...- Authors: Douglas N Hertz
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Pensions & Retirement; Public Policy
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Money Myopia - Insurance Industry And The Savings Dollar
Money Myopia - Insurance Industry And The Savings Dollar A review of the last 50 years, concluding that the insurance industry in Canada has been slow to react to consumers' shift in focus ...- Authors: Douglas S Magnusson, D Ted Steven
- Date: May 1979
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement
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Managing Retirement Assets Symposium: Securitization of Mortality Risks in Life Annuities
Managing Retirement Assets Symposium: Securitization of Mortality Risks in Life Annuities The purpose of this paper is to study mortality-based securities, such as mortality bonds and swaps, and ...- Authors: Samuel Cox, Yijia Lin
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Defined benefit plans
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Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans This paper suggests a possible framework for the mandatory annuitization of U.S. retirement savings, ...- Authors: Beverly Orth
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans
Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans This paper explains how legal reforms related to annuities have decreased the popularity of annuities among plan ...- Authors: Pamela Perun
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks
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Enhanced Annuities: Caring For At-Retirement Needs
Enhanced Annuities: Caring For At-Retirement Needs This article explores the development of the annuity market in the UK over the past 20 years. It examines the explosive growth achieved by the ...- Authors: Mick James
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Reinsurance News
- Topics: Actuarial Profession>Professional development; Annuities>Individual annuities; Annuities>Product development - Annuities; Pensions & Retirement>Retirement risks
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Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Summary This research report analyzed the effects of different types of informational interventions on annuity-related behavioral intentions and ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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Panel Discussion - H.R. 10
Panel Discussion - H.R. 10 This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The ...- Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance The paper will focus on two broad areas, integration of ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks