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Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved
Joint-And-Survivor Annuities for the Uniformed Services: Legislative History and Application of Univac to Actuarial Problems Involved This paper first discusses the history of the legislation of ...- Authors: Edward H Friend, Robert J Myers, Frances E. Holberton
- Date: Apr 1954
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans; Technology & Applications>Computer science
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
Discussion - Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity This is a discussion of the title paper by Eugene A. Rasor and Robert J. Myers. Included is ...- Authors: Andrew Delaney, Robert F Link
- Date: Nov 1952
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance The paper summarizes results from two doctoral dissertations.- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
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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 ...- 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
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity
Actuarial Note: Valuation of the Shares in a Share-and-Share-Alike Last Survivor Annuity Provides a methodology for determining the value of the share of a particular individual in a joint and ...- Authors: Robert J Myers, Eugene A Rasor
- Date: Apr 1952
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Payout annuities
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Diverse Risks 2016 Call for Essays
Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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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 ...- 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