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Philosophy and Practice of Investment Income Allocation
implications of investment income allocation for individual and group products, bases available for subdivision ... business, applicability of new money rates to individual and group products, and regulatory restraints ...- Authors: Charles E Farr, Daniel J McCarthy, Thomas C Sutton
- Date: Jun 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Pensions & Retirement>Assumptions and methods; Public Policy
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Problems of Small Defined Benefit Plans
special considerations 2. Administration 3. Valuation - data; appropriate actuarial cost methods; selection ... insured plan comments will be primarily aimed at individual policy pension trust (IPPT) business, it may ...- Authors: Charles E Farr, James A Kenney, Christopher H Wain
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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Employee Benefit Plans
discussed are insured vs. non-insured plans and valuation standards for pension plans. From Transactions ... Actuaries 1964, Vol. 16 Pt. 2. Conversion;Pension valuation;Retiree medical;Taxes=Taxation; 1935 1/1/1964 ...- Authors: H J Boothroyd, Philip Briggs, Burton E Burton, Donald D Cody, Richard Daskais, Charles E Farr, William A Halvorson, Howard H Hennington, A Henry Kunkemueller, John Mahder, Robert A Miller, Marvin R Nelson, Harvey Saffeir, Paul E Sarnoff, Howard Young, John Hanson, Charles L. Trowbridge, Arthur Pedoe, Frank L Griffin, Charles A Siegfried, John Dyer, Wendell Milliman, Allen L. Mayerson, Stanley W. Gingery, Dorrance C. Bronson, William F Marples, Charles E. Probst, Alan A. Groth, Pearce Shepherd, A Charles Howell, Stuart J Kingston, Robert Ellis Shalen, Delos H Christian, Robert G Robotka, Richard A Bosshart
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Group plans - Life Insurance; Pensions & Retirement>Retiree medical
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Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives
Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives This 1978 discussion session ... plans;Funding policy;Pension plan costs;Pension valuation;Fiduciary; 14972 5/1/1978 12:00:00 AM ...- Authors: Charles E Farr, Malcolm T Macphee, Charles Monroe, Walter Rugland
- Date: May 1978
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Private sector plans
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Report on Actuarial Terminology for Pension Plans
of the commonly used descriptions of actuarial valuation methods. A separate section in this report attempts ... the actuarial valuation method or in the actuarial assumptions. 5. Actuarial valuation The determination ...- Authors: Kenneth Altman, Lynd T Blatchford, Charles E Farr, Donald P Harrington, Raymond F Houseman, John G Ireland, Michael J Mahoney, Bruce E Nickerson, Rodger R Patrick, Robert J Schnitzer, Richard M Stenson, Ronald M Walker, Blackburn H Hazlehurst, Allan B. Roby
- Date: Oct 1976
- Competency: Communication>Difficult message delivery
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans
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Retirement Plans -Miscellanous
emergence of experience refunds to be returned to the individual partici- pants. Under the normal experience ... increases to the normal form level if the contingent annuitant dies first. Thus, the income paid during the ...- Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
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Discussion of Subjects of Special Interest-Group Insurance- Miscellaneous
we are adopting lifetime maximum of $1,000 per individual with a calendar year maximum of $500.00. No ... 000 lifetime maximum may be allowed for each individual, but an additional premium would be required ...- Authors: Alden W Brosseau, Norton W Chellgren, Charles E Farr, R E Galloway, David R Kass, Henry K Knowlton, David G Scott, George V Stennes, Robert C Tookey, Robert V Young, Ray D Albright, Application Administrator
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Transactions of the SOA
- Topics: Health & Disability>Health insurance; Life Insurance>Group plans - Life Insurance
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The Adjusted Asset Base Method of Allocating Investment Income
extended to subblocks of small size, even to individual contracts. The 1974 Employee Retirement Income ... has increased con- siderably the market for individual annuities, and this has occurred at a time when ...- Authors: David G Adams, Charles E Farr, Thomas C Sutton
- Date: Oct 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Finance & Investments>Investments; Financial Reporting & Accounting
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The Actuary Vol. 20, No. 4 The Pension Section
In this context, most would place company valuation in the traditional category. Yet, this function ... difficulty, however, because the book has an 1 I-page table of contents at the beginning and two in- dices ...- Authors: Charles E Farr
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional development
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Medical Coverage
Initially, underwriting was liberal, and no individual underwriting was required on groups of ten or ... difficult and expensive transition between the use of individual policies and of true group policies. Here at ...- Authors: J Martin Dickler, Harry C Eyre, Charles E Farr, William A Halvorson, Chandler L McKelvey, Gordon J Munro, Daniel W Pettengill, James P Smith, Harry L Sutton, Larry T Steele, Coleman Bloomfield, Simone Matteodo Jr., C Gilbert Noren, Walter S Dewar, John C Archibald, Deam E Williams
- Date: Jan 1963
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Health & Disability; Life Insurance>Group plans - Life Insurance