Description: This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request for information.

Description: A review of the last 50 years, concluding that the insurance industry in Canada has been slow to react to consumers' shift in focus from long-term security to rate of return.

Description: Article Book Review by Ray in The Actuary, January 1979, Volume 13, Number 1

Description: This article provides an overview and highlights of the recent paper Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies. The market has evolved dramatically over the past 10 years, and the paper discusses the drivers behind these changes from both the plan sponsor and insurer viewpoints. The research also gathered input from various key stakeholders as to what changes the market could experience in the future.

Description: 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 use, or under development for such plans. Also discusses the pros and cons of shifting individual policy funded plans to some other basis when the number of participants becomes larger. Finally, a discussion of products and methods under development in contemplation of enactment of a Keogh-type bill to provide retirement benefits for the self-employed?

Description: The article is a summary of Society of Actuaries report entitled “Annuity Market Pricing Approaches” sponsored by the Retirement Section Research Committee. The report examines the Canadian Institute of Actuaries (CIA) methodology of developing solvency valuation assumptions, compares it to methods used in the U.S., and considers if it could be used in other markets, such as U.S. group annuities or individual annuities

Description: From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ addresses the current status of reflecting investment timing in the crediting of interest to participating policyholders, primarily in the group pension market where the term “new money” method has come into use.

Description: This article is about structuring participating group annuities to guarantee permanent security to participants of defined benefit plans. From The Actuary Vol. 26, No. 8