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Economic Capital: A Case Study to Analyze Longevity Risk
Economic Capital: A Case Study to Analyze Longevity Risk In this article, the author discusses the capital shortfall an insurer faces because of the longevity risk on immediate annuities. Annuity ...- Authors: Stuart Silverman
- Date: Sep 2010
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities>Payout annuities; Enterprise Risk Management
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Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings Retirement income security under defined contribution plans depends upon sufficient savings and decumulating that ...- Authors: Paul Yakoboski
- Date: Sep 2016
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Annuities>Policyholder behavior - Annuities
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Possible Opportunities for Product Design: the IRS Advises on a Notice That Does Not Apply to Non-Qualified Annuities
Possible Opportunities for Product Design: the IRS Advises on a Notice That Does Not Apply to Non-Qualified Annuities Examines Notice 2016-39 on phased retirement payments from defined benefit ...- Authors: John Adney, Mark E Griffin
- Date: Oct 2016
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Payout annuities
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities
VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities VM-22 was first introduced into the Valuation Manual in 2018. A number of changes have been made since its introduction, ...- Authors: Dayuan Mao, Ping Zhu, Mary Wu
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Annuities; Annuities>Payout annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
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Payouts from Defined Contribution Plans: A Collective Risk-Sharing Framework
Payouts from Defined Contribution Plans: A Collective Risk-Sharing Framework Outlines a collective structure that can be used to convert a lump sum payout into a lifetime income stream, with a 2% ...- Authors: Rowland Davis
- Date: Jan 2014
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Pension Section News
- Topics: Annuities>Investment strategy - Annuities; Annuities>Payout annuities
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Annuitization Doesn’t Have to Be a Bad Word
Annuitization Doesn’t Have to Be a Bad Word Income i.e., immediate annuities are insurance products that benefit from mortality pooling, so they can generate the highest level of lifetime “income ...- Authors: Garth A Bernard
- Date: Mar 2006
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Product Matters!
- Topics: Annuities>Payout annuities
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A Niche Product and Its Marketing —A Tale of Trials, Tribulations and Rewards
A Niche Product and Its Marketing —A Tale of Trials, Tribulations and Rewards This article describes the attempt to discover a product for the elderly already receiving long term care, which ...- Authors: Steve Cooperstein
- Date: Jan 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Payout annuities
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Amortization By A Life Annuity
Amortization By A Life Annuity Article from The Actuary October 1992 – Volume 26, No. 08 is a mathematical illustration about amortized life annuities. Discount rates=Interest rates;Mortality ...- Authors: Cecil J Nesbitt, Marjorie Rosenberg
- Date: Oct 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Annuities>Payout annuities
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Focus on Immediate Annuities
Focus on Immediate Annuities An overview of the immediate payout annuity market. Marketing and distribution;Payout annuities; 10504 11/1/2004 12:00:00 AM ...- Authors: Susan Saip
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities>Payout annuities