Description: From session 55PD of the Montreal Spring Meeting panelists discuss current topics related to annuities. These topics include Equity Indexed Annuities, persistency, illustrations and product development. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: The June 2000 supplement of The Actuary. The SOA Committee on Elections and the June 2000 issue's editor invited candidates for the office of president-elect of the Society of Actuaries to be interviewed by The Actuary. This annual service of The Actuary is intended to help Fellows make more informed choices in voting for a future SOA president.

Description: Describes substandard annuities and discusses the market opportunity for them, the associated risk management issues, and the issues companies need to address when competing in the substandard annuity market - underwriting, pricing, sales, administration, financial reporting and risk management practices.

Description: This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend specific programs. Rather, it explains how programs that are currently available work, and what features can be improved.

Description: Even if you aren’t interested in going to Rome, this article is the first in a series on the process of innovation. It defines innovation, describes an overview of the innovation process, and includes a few innovative techniques and examples of innovation. However, it does not provide directions to Rome, as all roads lead there anyway.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention.

Description: Letter from section chair to MaD membership about section activities and how to get involved.

Description: This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on that money to maintain their lifestyles because they do not have sufficient amounts of annuitized income from Social Security and defined benefit plans to meet all of their expenses. The purpose of the focus groups was to gain an understanding of how current retirees approach key financial decisions about managing their money in retirement. The benefits of this qualitative study are multidisciplinary. It can help: 1. actuaries design better retirement financial systems, 2. the financial services industry understand areas of misperception and causes of poor management, and 3. provide policy-makers an understanding of how to drive public policy goals.

Description: This paper identifies and discusses 10 ways in which Americans lack a realistic understanding of retirement saving.