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Accounting-Based Asset Return Smoothing in Participating Life Annuities: Implications for Annuitants, Insurers, and Policymakers

Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ivonne Siegelin.

in Retirement System Risk Management

October 2016; p ublished online November 2016 .

Chapter. Subjects: Pensions; Financial Institutions and Services. 4022 words.

Insurance companies offering variable life annuity products have been permitted to report asset values in their income statements at historical cost instead of fair market values, under...

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Adopting Hybrid Pension Plans: Effects of Economic Crisis and Regulatory Reform

Robert L. Clark, Alan Glickstein and Tomeka Hill.

in Reshaping Retirement Security

September 2012; p ublished online January 2013 .

Chapter. Subjects: Pensions. 7504 words.

This chapter examines the factors that affected plan sponsors’ decisions to convert a traditional defined benefit plan to a hybrid design. The study uses combined plan level data from Form...

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Advice in Defined Contribution Plans

Gordon L. Clark, Maurizio Fiaschetti and Peter Tufano.

in Financial Decision Making and Retirement Security in an Aging World

October 2017; p ublished online November 2017 .

Chapter. Subjects: Pensions; Financial Institutions and Services. 6832 words.

As Baby Boomers reach retirement age, they are reshaping the landscape of the retirement phase with a shift in their mindset; they are pursuing old dreams, exploring new opportunities, and...

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Aging and Competence in Decision Making

Wändi Bruine de Bruin.

in Financial Decision Making and Retirement Security in an Aging World

October 2017; p ublished online November 2017 .

Chapter. Subjects: Pensions; Financial Institutions and Services. 7102 words.

This chapter reviews recent developments in research on decision making competence across the lifespan. It highlights age differences in four main skills that may contribute to making good...

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Aging and Exploitation

Marguerite DeLiema and Martha Deevy.

in Financial Decision Making and Retirement Security in an Aging World

October 2017; p ublished online November 2017 .

Chapter. Subjects: Pensions; Financial Institutions and Services. 12221 words.

Elder financial victimization is a growing problem facing older Americans. As the conduits of financial transactions, financial firms are positioned to stop losses at their source....

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Annuities and their Derivatives: The Recent Canadian Experience

Moshe A. Milevsky and Ling-wu Shao.

in Securing Lifelong Retirement Income

May 2011; p ublished online September 2011 .

Chapter. Subjects: Pensions. 5521 words.

This chapter surveys recent developments within the Canadian ‘income annuity’ marketplace. The chapter starts by computing the Money's worth ratio (MWR) using a unique dataset which...

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Annuities, Financial Literacy, and Information Overload

Julie Agnew and Lisa Szykman.

in Financial Literacy: Implications for Retirement Security and the Financial Marketplace

October 2011; p ublished online January 2012 .

Chapter. Subjects: Pensions. 8094 words.

This chapter investigates how financial literacy and information overload influence the decision to purchase an annuity and how they relate to subsequent confidence and satisfaction. Using...

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Annuity demand theory

Edmund Cannon and Ian Tonks.

in Annuity Markets

October 2008; p ublished online January 2009 .

Chapter. Subjects: Pensions. 14629 words.

This chapter discusses Yaari's (19665) annuitization result, which states that a risk-averse individual concerned about longevity risk (uncertain length of life) will always purchase...

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Annuity Markets

Edmund Cannon and Ian Tonks.

October 2008; p ublished online January 2009 .

Book. Subjects: Pensions. 320 pages.

Governments around the world are responding to the rising ratio of elderly-to-young persons (‘The Pensions Crisis’) by shifting their pension policies away from pay-as-you-go systems...

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Annuity markets around the world

Edmund Cannon and Ian Tonks.

in Annuity Markets

October 2008; p ublished online January 2009 .

Chapter. Subjects: Pensions. 6463 words.

This chapter examines the structure and prevalence of annuity markets in a number of selected countries around the world: Australia, Chile, Germany, Italy, Singapore, Sweden, Switzerland,...

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