№ files_lp_4_process_1_38780
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This document outlines regulatory requirements for group fixed and variable deferred annuity contracts in New York State, providing filing procedures, form preparation guidelines, and specific provisions for tax-qualified and non-qualified contracts.
Year:
2023
Region / City:
New York State
Subject:
Group Fixed and Variable Deferred Annuity Contracts
Document Type:
Regulatory Outline
Institution:
New York State Department of Financial Services
Author:
Not specified
Target Audience:
Insurance companies, actuaries, financial services professionals
Effective Period:
Ongoing
Approval Date:
7/11/2023
Amendment Date:
Not specified
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2012
Region / city:
United States
Topic:
Mortality tables, Individual Annuity, Actuarial guidelines
Document type:
Actuarial Report
Organization / institution:
Society of Actuaries
Author:
Actuarial Payout Annuity Table Team
Target audience:
Actuaries, insurance companies, pension plan administrators
Period of validity:
2012 – ongoing
Approval date:
Not specified
Date of changes:
Not specified
Year:
2024
Region / City:
Chicago
Theme:
Transition Management Services
Document Type:
Request for Proposal (RFP)
Organization / Institution:
Laborers’ and Retirement Board Employees’ Annuity and Benefit Fund of Chicago
Author:
Not specified
Target Audience:
Qualified entities interested in providing Transition Management Services
Period of Validity:
December 18, 2024 - January 24, 2025
Approval Date:
December 18, 2024
Date of Modifications:
Not specified
Year:
2019
Region / City:
Grand Forks, ND, US
Subject:
Employee Salary Reduction for Retirement Contributions
Document Type:
Agreement / Contract
Organization:
NDUS Core Technology Services
Author:
NDUS Payroll Department
Target Audience:
Employees participating in 403(b), 403(b) Roth, or 457(b) plans
Effective Date:
03/19/2019
Applicable Providers:
TIAA
Terms:
Irrevocable while employment continues, modifiable at end of any pay period with written notice
Title:
Statutory Valuation of Individual Life and Annuity Contracts, Volume 2
Document type:
Errata notice
Subject:
Corrections to actuarial formulas, reserve calculations, and workbook exhibits
Applicable chapters:
Chapter 23; Chapter 29
Referenced standards:
VM-20; Actuarial Guideline 38 Section 8D; 2020 Valuation Manual
Effective references:
Policies issued prior to January 1, 2017; Policies issued between July 1, 2005 and December 31, 2012
Update date:
January 12, 2022
Related materials:
Chapter 29 – Risk Based Capital – Illustration v1 and v2 Excel Workbooks
Industry:
Life insurance and annuities
Regulatory context:
Statutory valuation and risk-based capital requirements
Year:
2023
Region / City:
New York
Topic:
Annuity products and filing process
Document Type:
Regulatory guidelines
Institution:
New York State Department of Financial Services
Author:
New York State Department of Financial Services
Target Audience:
Insurers and financial professionals
Period of Validity:
Not specified
Approval Date:
December 15, 2023
Amendment Date:
Not specified
Context:
A detailed guideline outlining the filing process and requirements for individual fixed and/or variable deferred annuity products, aimed at insurers in New York state.
Note:
Year
Year:
2026
Region / City:
United States
Subject:
Financial Services, Retirement Plans
Document Type:
Contact List
Organization:
Voya Financial, Lincoln Investment Planning, Brighthouse Financial, Lincoln Financial Group, Corebridge Financial Advisors, Aspire Financial Services
Authors:
Joe Friend III, Stephen Poston, Pam Middleton, April Jackson, Barry Rawls, Perry Williams, Andy Sukhai, Brad Joseph, Robert Moore, Derrick Friedman, Alan Todd, Brad McClain, Brian Lombard, Renisha C. Jackson-Rucker, Jay Dover, Andrew Coughlin, Tyson Long, Logan Blackley, Peter Heidenreich, Mitch Johnson
Target Audience:
Plan Sponsors, Employees, Financial Advisors
Period Covered:
2026
Update Status:
Current as of 2026
Note:
Year
Agency / Institution:
Commonwealth of Massachusetts, Division of Capital Asset Management and Maintenance (DCAMM)
Year:
2012
Region / City:
Not specified
Subject:
Planned giving
Document type:
Instructions
Organization / Institution:
Not specified
Author:
Not specified
Target audience:
Planned Giving or Collegiate Development Directors, University staff
Effective period:
Not specified
Approval date:
Not specified
Amendment date:
02/12/2012
Year:
2025
Region / City:
New Castle, DE
Topic:
Deferred Compensation Plan, 457(b) Plan
Document Type:
Meeting Minutes
Organization:
NCC Deferred Compensation Committee
Author:
Dusty Blakey, CHRO
Target Audience:
Committee Members, Pension Program Analysts
Period of Action:
July 10, 2025
Approval Date:
July 10, 2025
Date of Changes:
None
Year:
2023
Region / City:
Yakima County, Washington
Subject:
Legal proceedings, deferred prosecution
Document type:
Legal petition
Author:
Defendant
Target audience:
Legal professionals, court system, defendant
Effective period:
Until completion of treatment and conditions
Approval date:
Date of petition submission
Modification date:
N/A
Note:
Year
Document Type:
Template
Organization / Institution:
Medical College of Wisconsin
Year:
2025
Region / City:
Cambridgeshire, Northamptonshire
Subject:
Medical certification for ill-health retirement within the Local Government Pension Scheme
Document Type:
Medical Certificate
Author:
Not specified
Target Audience:
Former employees of the Local Government Pension Scheme (LGPS)
Period of validity:
Not specified
Approval Date:
May 2025
Date of amendments:
Not specified
Note:
Year
Subject:
Legal procedure
Document Type:
Court order
Organization / Institution:
Municipal Court
Target Audience:
Legal professionals, defendants under age 25
Year:
2023
Region / City:
[City], [State]
Subject:
Loan agreement, Deferred payment
Document Type:
Legal Contract
Author:
Not specified
Target Audience:
Borrower, Lender
Effective Period:
[Date]
Approval Date:
[Date]
Modification Date:
Not specified
Note:
Year
Year:
2015
Region / City:
Massachusetts, Boston
Subject:
Investment management services
Document Type:
Request for Response (RFR)
Organization:
Office of the State Treasurer and Receiver General, Commonwealth of Massachusetts
Author:
Jameel Moore, Procurement Analyst/ Associate General Counsel
Target Audience:
Qualified firms interested in providing investment management services
Effective Period:
2015-2016
Approval Date:
June 23, 2015
Amendment Date:
N/A
Note:
Year
Region / City:
Woodville
Subject:
Traffic Violations, Deferred Disposition
Document Type:
Request Form
Organization / Institution:
City of Woodville Municipal Court
Author:
Judge Darla Dear
Target Audience:
Individuals cited for traffic violations in Woodville
Period of Action:
90 or 180 days (depending on violation)
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2021
Region / City:
Wisconsin
Topic:
Informed Consent Form Template
Document Type:
Template
Organization / Institution:
Medical College of Wisconsin
Author:
NCI CIRB
Target Audience:
Researchers, Institutional Review Boards
Period of Validity:
Ongoing
Approval Date:
N/A
Modification Date:
N/A
Note:
Year
Subject:
Deferred Payment Scheme
Document Type:
Information Leaflet
Organization:
Suffolk County Council
Author:
Suffolk County Council
Target Audience:
Individuals seeking deferred payments for care
Contextual Description:
A document detailing the Deferred Payment Agreements (DPA) process for residents of Suffolk, providing financial guidance for those who wish to defer care home payments by securing them against their property.