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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
  • Small Cases
    Small Cases This is a discussion about group annuity contracts issued for a very small number of lives and how it affected new sales of individual pension-trust policies. Marketing and ...

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    • Authors: Thomas H Dancy, Conrad Siegel
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • A Retirement System Granting Unit Annuities and Investing in Equities
    A Retirement System Granting Unit Annuities and Investing in Equities In March this year a charter for the new corporation, the College Retirement Equities Fund, was granted by the State of New ...

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    • Authors: Robert M Duncan
    • Date: Jun 1952
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Some Practical Aspects of the Calculation of Employer Contributions under Group Annuities of the Deposit Administration Type
    Some Practical Aspects of the Calculation of Employer Contributions under Group Annuities of the Deposit Administration Type The purpose of this paper is to outline some of the points to be ...

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    • Authors: Raymond F Houseman
    • Date: Jun 1952
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • Discussion - Some Practical Aspects of the Calculation of Employer Contributions under Group Annuities of the Deposit Administration Type
    Discussion - Some Practical Aspects of the Calculation of Employer Contributions under Group Annuities of the Deposit Administration Type This is a discussion of the title paper by Raymond F.

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    • Authors: Raymond F Houseman, Robert F Link, Richard P Peterson, William C Wirth, Clark T Foster
    • Date: Nov 1952
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • Flexible Funding of Group Annuity Contracts through Separate Investment Accounts
    Flexible Funding of Group Annuity Contracts through Separate Investment Accounts Description of a group annuity contract with a separate investment account designed to provide the flexibility ...

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    • Authors: Howard H Hennington, John B Stearns, Edward A Green
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding
  • Pensions-Small Pensions
    Pensions-Small Pensions Discussion of the use of traditional individual insurance products for pension plans of employers with small numbers of employees. Also discusses the new products in ...

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    • Authors: George N Watson, Frank L Griffin, Kenneth H Ross, John M Burleigh, Stuart J Kingston, Edward H Owen
    • Date: Jan 1961
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding