Article
Case Study: Efficiency and control through Milliman Mind
This briefing note provides a short case study on migrating an Excel/VBA model to Milliman Mind.
This article takes a deep dive into changes stemming from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and provides additional insight into the new law, particularly as it relates to individual annuity contracts. The changes made by SECURE that open up opportunities for individual annuity carriers relate to two primary topics: fiduciary responsibility and portability.
Article
This briefing note provides a short case study on migrating an Excel/VBA model to Milliman Mind.
SECURE Act: A dive into individual annuities in retirement plans
This article takes a deep dive into changes stemming from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and provides additional insight into the new law, particularly as it relates to individual annuity contracts.
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