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Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions
Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions Recent guidance in the form of Rev. Proc. 2006- 13 provides a general safe harbor for the fair market value of a ...- Authors: Douglas N Hertz
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Pensions & Retirement; Public Policy
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Money Myopia - Insurance Industry And The Savings Dollar
Money Myopia - Insurance Industry And The Savings Dollar A review of the last 50 years, concluding that the insurance industry in Canada has been slow to react to consumers' shift in focus ...- Authors: Douglas S Magnusson, D Ted Steven
- Date: May 1979
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement
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Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...- Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
- Date: Feb 2020
- Competency: Results-Oriented Solutions
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Summary This research report analyzed the effects of different types of informational interventions on annuity-related behavioral intentions and ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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Panel Discussion - H.R. 10
Panel Discussion - H.R. 10 This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The ...- Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
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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 will focus on two broad areas, integration of ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Can Annuity Purchase Intentions be Influenced - Presentations
Can Annuity Purchase Intentions be Influenced - Presentations This research report on the ability to influence annuity purchases found the following contrast: • Pre-retirees’ intentions to buy a ...- Authors: Society of Actuaries
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Annuities>Individual annuities; Pensions & Retirement
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Panel Discussion - H.R. 10
Panel Discussion - H.R. 10 This is a panel discussion about H.R. 10 pension plans, i.e., tax deferred retirement savings plans for the owners of an unincorporated business and its employees. The ...- Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
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SECURE Act 2019- A world of opportunities for annuity carriers
SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance Abstract
Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance Abstract The paper will focus on two broad areas, integration ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks