Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Partial Annuitization Using a Deferred Income Annuity Rider
    Partial Annuitization Using a Deferred Income Annuity Rider The article discusses PLR 201632004, which addresses the partial annuitization rules of IRC section 72(a)(2) in the context of a ...

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    • Authors: Bryan W Keene, Patrick Tricker
    • Date: Oct 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
  • Interesting Perspectives about Lifetime Income
    Interesting Perspectives about Lifetime Income Discussion about the pros and cons of providing lifetime income options in defined contribution plans, and about the pros and cons of annuitization ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans
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