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  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax
    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • 2022-driving-regulatory-changes
    Learn how modernization of data, models, and technology are influencing workflows. This webcast will address how workflows are changing in response to new regulatory requirements and the impacts ...

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    • Authors: Andrew Allen Weaks, Robert Welander, Terri Linn Foster
    • Date: Sep 2022
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Experience Studies & Data; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Long-term Care; Modeling & Statistical Methods; Predictive Analytics; Technology & Applications; FinTech & InsurTech
  • Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers
    Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers A jurisdiction’s regulatory regime can make some insurance products capital intensive to write. This can ...

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    • Date: Aug 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Annuities; Reinsurance