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  • Session 160: PRT Reinsurance in the U.S.: A Market in the Making
    Session 160: PRT Reinsurance in the U.S.: A Market in the Making In this session, attendees will learn ... States. Discover fundamentals of the primary (group annuity) market and evaluate market forces influencing ...

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    • Authors: David Addison, Stephen Keating , Erik Pickett , James Ciamarro (Jimmy)
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Reinsurance; Reinsurance>Product development - Reinsurance; Pensions & Retirement>Pension risk transfer
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies
    ............................... 17 5.2 GROUP ANNUITY PURCHASES .................................... ... ............................... 24 7.1 SMALL ANNUITY PURCHASES.....................................

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    • Authors: Timothy Geddes, Ivana Curguz, Jason Gratson
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
  • In the Beginning... A Column Devoted to Tax Basics
    Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
    and duration of the disease are unknown. In the U.S., several stimulus bills have already been provided ... valuation purposes are long term in nature such as mortality rates. Other assumptions such as discount rates ...

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    • Authors: Zorast Wadia
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update
    Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update This report ... de-risking strategies, pension plan costs Author(s) Timothy Geddes, FSA, EA, MAAA Jason Gratson, ASA ...

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    • Authors: Society of Actuaries
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
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