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  • Immediate Annuities And Structured Settlements
    Immediate Annuities And Structured Settlements Presented at April 1985 Spring Meeting. This session discussed: Structured claim settlement process, Recent developments in taxation, Substandard ...

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    • Authors: Roger H Butz, Michael Fedyna, Roger F Harbin, Thomas H Welch
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities
  • Cost of Living Allowances
    Cost of Living Allowances Small pension plans, are using Cost of Living Allowances 'COLA' in calculating benefits. This paper examines ways to handle COLA in valuations.

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    • Authors: Ralph Garfield
    • Date: Jan 1982
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Actuarial Research Clearing House
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Corporate plans
  • The MassMutual Single Premium Immediate Annuity 'SPIA' Synergy Study
    The MassMutual Single Premium Immediate Annuity 'SPIA' Synergy Study This study is designed to analyze new planning approaches and strategies that combine SPIAs with other ...

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    • Authors: Joshua Mermelstein
    • Date: Aug 2010
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans
  • Individual Annuitant Mortality Study, Policy Years 1988 - 1990
    Individual Annuitant Mortality Study, Policy Years 1988 - 1990 Covers mortality experience under Canadian individual payout annuities and certain deferred annuities which have no cash value or no ...

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    • Authors: 107929_firstname Canadian Institute of Actuaries
    • Date: Jan 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Experience Studies & Data>Mortality
  • Economic Capital: A Case Study to Analyze Longevity Risk
    Economic Capital: A Case Study to Analyze Longevity Risk In this article, the author discusses the capital shortfall an insurer faces because of the longevity risk on immediate annuities. Annuity ...

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    • Authors: Stuart Silverman
    • Date: Sep 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Annuities>Payout annuities; Enterprise Risk Management
  • Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
    Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings Retirement income security under defined contribution plans depends upon sufficient savings and decumulating that ...

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    • Authors: Paul Yakoboski
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Annuities>Payout annuities; Annuities>Policyholder behavior - Annuities
  • Mortality Among Members of Self-Administered Pension Systems
    Mortality Among Members of Self-Administered Pension Systems Presents 5 year mortality experience on self-administered pension plans for period from 1980 - 1984, and presents historical data from ...

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    • Authors: Society of Actuaries
    • Date: Jan 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Payout annuities; Experience Studies & Data>Mortality
  • 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 ...

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    • 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
  • IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
    IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...

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    • Authors: Eric Lanning, Bryan W Keene
    • Date: Nov 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
  • VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities
    VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities VM-22 was first introduced into the Valuation Manual in 2018. A number of changes have been made since its introduction, ...

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    • Authors: Dayuan Mao, Ping Zhu, Mary Wu
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Annuities>Payout annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting