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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the ... the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has been updated ...- 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
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DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
Light of the Coronavirus Crisis of 2020 10 Considerations for DB Pension Plans in Light of the Coronavirus ... Coronavirus Crisis of 2020. The article discusses the following topics: ERISA funded status & benefit restrictions; ...- 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
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Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies
Pension Risk ... an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape ... risk transfer, de-risking strategies, pension plan costs 6/22/2021 12:00:00 AM ...- 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
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Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update
an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape ... risk transfer, de-risking strategies, pension plan costs Author(s) Timothy Geddes, FSA, EA, MAAA Jason Gratson ...
- 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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Session 160: PRT Reinsurance in the U.S.: A Market in the Making
in the U.S.: A Market in the Making In this session, attendees will learn about the state of the developing ... Transfer/Group Annuities in the United States. Discover fundamentals of the primary (group annuity) market ...- 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