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Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities
Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities Description * This article summarizes Rev.- Authors: John Adney, Bryan W Keene
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Finance & Investments; Pensions & Retirement
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The Temporary And Limited Waiver Of The RMD Rules For 2009
The Temporary And Limited Waiver Of The RMD Rules For 2009 This article discusses the temporary waiver and how it provides only limited relief from the section 401a9 minimum distribution ...- Authors: Mark E Griffin
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Pensions & Retirement; Public Policy
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The Financial Reporter
The Financial Reporter The September 2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate governance;accounting ...- Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
- Date: Sep 2014
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
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U.S. Corporate Pensions—Thoughts on Surplus Assets
U.S. Corporate Pensions—Thoughts on Surplus Assets This article describes several uses of pension surplus assets and makes a case for maintaining and growing a surplus. By Jeff Passmore ...- Authors: Jeffrey Passmore
- Date: Oct 2024
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Chairperson’s Corner
Chairperson’s Corner Read the chairperson's annual newsletter to learn more about the Retirement Section Council's (RSC) activities and new members of the leadership team, including the ...- Authors: Alicia Traviss
- Date: Jan 2024
- Competency: Leadership
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Beneficiary Forms in an Era of Expanding Family Structure
Beneficiary Forms in an Era of Expanding Family Structure Feature article discussing the financial strains of growing family structures. Retirement risks, Risk management 6/26/2019 12:00:00 AM ...- Authors: Linda Koco
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Chairpersons Corner
Chairpersons Corner Retirement Section Chair industry and professional observations introducing the content of the newsletter. The current article focuses on the benefits of volunteering within ...- Authors: Deborah Tully
- Date: Apr 2019
- Competency: Leadership
- Publication Name: Retirement Section News
- Topics: 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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Future of Group Benefits in Canada
Future of Group Benefits in Canada Overview of market trends impacting the group benefits space in Canada and the implications for insures as they prepare for future evolving industry dynamics.- Authors: Melissa Carruthers
- Date: May 2018
- Competency: External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: International News
- Topics: Pensions & Retirement; Technology & Applications
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DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020 10 Considerations for DB Pension Plans in Light of the Coronavirus Crisis of 2020. The article discusses the ...- Authors: Zorast Wadia
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer