Description: Read the September 2017 issue of NewsDirect published by the Marketing & Distribution Section.

Description: This article provides background on managed target volatility funds and how they can be used for variable annuities and the mitigation of gap risk.

Description: Primer on the federal income taxation of nonqualified annuities

Description: Read the May 2017 issue of NewsDirect published by the Marketing & Distribution Section.

Description: This issue of The Retirement Forum presents the four prize-winning papers from the Retirement 20/20 Call for Models for Public Pension Plans Contest, which was conducted in 2018, and includes commentary from reviewers of these papers and replies from the authors.

Description: A 2015 Society of Actuaries Report (co-sponsored by the Reinsurance Section, Product Development Section, and Committee on Life Insurance Research) entitled “Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers,” is available on the Society of Actuaries website (www.soa.org). It covers a wide range of living benefit riders with medically-related triggers on life or annuity products. This article is largely derived from that report, covering several of those riders. In order to add to the marketing implications of these plans, Claude Thau, in his capacity as President of Thau, Inc. has provided additional commentary from the perspective of a marketer who is active in this field.

Description: Read the February 2018 issue of Product Matters published by the Product Development Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: The article discusses an IRS private letter ruling applying the after-death distribution requirements applicable to non-qualified annuity contracts under section 72(s) of the Internal Revenue Code.