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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the ... the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has been updated ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Are You at Risk of Becoming an Accidental Criminal?
Are You at Risk of Becoming an Accidental Criminal? This article addresses the serious ... You at Risk of Becoming an Accidental Criminal? This article addresses the serious consequences of non-compliance ...- Authors: Maureen Wild
- Date: Jul 2006
- Competency: Professional Values>Ethical standards
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Ethics; Finance & Investments; Public Policy
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The Black Sheep of the ACA Family
The Black Sheep of the ACA Family This article discusses the court cases dealing with the severability ... severability of the individual mandate from the Affordable Care Act. Severability is related to essentiality, ...- Authors: Gregory Fann
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Health Watch
- Topics: Health & Disability; Public Policy
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Governance of Principle-Based Reserves
Governance of Principle-Based Reserves Overview of regulations and best practices for governance of PBR valuation ... oversight, controls and review related to the PBR analysis By Bob Leach The Financial Reporter, September 2023 ...- Authors: Robert Leach
- Date: Sep 2023
- Competency: Professional Values
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Public Policy; Public Policy
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A View from the SOA’s Staff Fellow for Retirement—March 2011
View from the SOA’s Staff Fellow for Retirement—March 2011 Feature article discussing the National Academy ... Academy of Social Insurance NASI, its 2011 Annual Conference, and in particular the session on Social ...- Authors: Andrew Peterson
- Date: Jul 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Public Policy; Social Insurance>Social Security
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ICS—Changes on the Horizon—Part 2: Liability Valuation
ICS—Changes on the Horizon—Part 2: Liability Valuation A description of the current state of the Insurance ... Insurance Capital Standard under development by the IAIS, focusing on liability valuation. 12/19/2019 12:00:00 ...- Authors: J Duran
- Date: Dec 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Public Policy; Public Policy
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Regulatory Trends: AI and Insurance
explores recent regulatory developments, in the U.S. and the E.U. related to artificial intelligence, and ... can take to get ahead of the curve. By Mark A. Sayre NewsDirect, October 2021 The past few years have ...- Authors: Mark Sayre
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Public Policy; Technology & Applications
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ACLI Update: Update on Noncoordinated Benefits
Update: Update on Noncoordinated Benefits Discussion of recent developments in the taxation of noncoordinated ... Memorandum and proposed triagency rulemaking that would impact non coordinated benefits. Taxes, Taxation By ...- Authors: Sarah Lashley, Regina Y Rose, Mandana Parsazad
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy; Public Policy; Public Policy; Public Policy; Health & Disability>Affordable Care Act (ACA)
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IT'S THE LAW
IT'S THE LAW Three 1983 U.S. Supreme Court pension-and-welfare-related opinions, viz. a. Shaw, b ... their impact upon the actuary’s work may vary from slight to significant. Employee Retirement Income ...- Authors: William D Hager
- Date: Nov 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy
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Adequacy of Social Security in Meeting Consensus Goals
Adequacy of Social Security in Meeting Consensus Goals The article first tries to determine a consensus ... consensus view of what social security should accomplish and then tries to measure how well the current level ...- Authors: Paul Donahue
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Public Policy; Public Policy; Social Insurance; Social Insurance>Social Security