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  • In the Beginninng...How does ERISA Apply to Annuities
    In the Beginninng...How does ERISA Apply to Annuities This article, another in the popular series devoted to tax basics, provides an overview of how the Employee Retirement Income Security Act of ...

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    • Authors: Michael L Hadley
    • Date: Mar 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
  • New Research on Solvency Valuation Assumptions in the U.S. and Canada
    New Research on Solvency Valuation Assumptions in the U.S. and Canada The article is a summary of Society of Actuaries report entitled “Annuity Market Pricing Approaches” sponsored by the ...

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    • Authors: Victor Modugno
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities; Annuities>Group plans - Annuities; Annuities>Pricing - Annuities; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan termination