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Session 15: The Science Behind a Successful Retirement
Session 15: The Science Behind a Successful Retirement Through much of the Baby Boomer generation's working lifetime, retirement planning focused on asset accumulation. Strategies like ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12
Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12 The Required Minimum Distribution RMD working group of the Taxation Section ...- Authors: Society of Actuaries
- Date: Jun 2005
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12
Determining the Actuarial Present Value of Certain Additional Benefits Under Treas. Reg. Section 1.401a9–6, Q&A–12 The Required Minimum Distribution RMD working group of the Taxation Section ...- Authors: Society of Actuaries
- Date: Jun 2005
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey
Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey This appendix II Report on the Life ...- Date: Apr 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Keeping Current on Fixed Annuities
Keeping Current on Fixed Annuities From session 55PD of the Montreal Spring Meeting panelists discuss current topics related to annuities. These topics include Equity Indexed Annuities, ...- Authors: Thomas C Foley, Timothy Pfeifer, Linda S Streck, Eric Sondergeld
- Date: Jun 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Impact of Regulatory Uncertainty on Product Innovation
Impact of Regulatory Uncertainty on Product Innovation From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2
Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2 From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Impact ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Cash-Flow Testing Issues for Equity-Indexed and Variable Products
Cash-Flow Testing Issues for Equity-Indexed and Variable Products From session 75CS at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, ...- Authors: Application Administrator, Alan Downey, Larry M Gorski
- Date: May 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Financial Reporting & Accounting
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Managing The Annuity Risk With Reinsurance
Managing The Annuity Risk With Reinsurance Annuities are presenting ever-greater risks for the direct writers: • Variable annuities with guaranteed minimum and enhanced death benefits and ...- Authors: Bob Holliday, Ari Lindner, Sylvia Oliveira, James McArdle
- Date: Oct 2001
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Enterprise Risk Management; Reinsurance
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Product Update-Individual Annuities
Product Update-Individual Annuities This presentation is an open forum from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The focus from the panelists is on ...- Authors: Douglas G Draeseke, Paul H LeFevre, Thomas Marra, Timothy Pfeifer
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities