Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Digest of Discussion at Concurrent Sessions
    Security and employee benefits in western Europe, 8. Individual medical expense insurance, 9. Reserves and related ... No. 61. Accounting standards;Annuity reserves;Individual health plans;Marketing and distribution;Principal-agent ...

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    • Authors: William H Aitken, Arthur W Anderson, John C Antliff, James A Attwood, Dwight K Bartlett, Stephen D Bickel, Claude Boily, John M Bragg, Alden W Brosseau, George Brummer, Burton E Burton, Paul A Campbell, George F S Clarke, Donald D Cody, John M Cole, G Ashley Cooper, Laurence E Coward, Raymond L Crapo, Joseph B Crimmins, William Cunningham, James A Curtis, Richard Daskais, Waid J Davidson, Frank P di Paolo, Robert C Dowsett, William A Dreher, Samuel Eckler, Lawrence A Ehrhart, Linda B Emory, Robert G Espie, William A Feeney, Niels H Fischer, John H Flittie, P William Forester, Application Administrator, John J Gianino, Melvin L Gold, Robert B Goode, Myles L Grover, Donald S Grubbs, Albert Gubar, William A Halvorson, Narindra N Handa, S Martin Hickman, Anthony J Houghton, Robert N Houser, William C Hsiao, Harold G Ingraham, John G Ireland, Fenton R Isaacson, A Henry Kunkemueller, Gerald A Levy, Robert F Link, John Macarchuk, John B Massey, Paul J Mason, Daniel J McCarthy, Daniel F McGinn, Walter N Miller, John B Moore, Joseph W Moran, Robert J Myers, James Olsen, Thomas K Pennington, Donald M Peterson, Albert Pike, James L Purdy, Anna M Rappaport, Donald H Reid, Alan Richards, C Ronald Riley, Walter Rugland, Charles Schaller-Kelly, Alan W Sibigtroth, Conrad Siegel, J Darrison Sillesky, Walter W Steffen, Harry L Sutton, John R Taylor, Samuel H Turner, Marc M Twinney, Harry Walker, George N Watson, David A Webster, William White, Ross J Wilson, William C Wirth, John Miller, Charles L. Trowbridge, James Ross Gray, Frank L Griffin, W Harold Bittel, James C H Anderson, H R Dienst, John Dyer, Dale R Gustafson, Paul T Bourdeau, J Edwin Matz, John C Fraser, Walter Klem, Harry E Blagden, Donald R Anderson, Alfred L Buckman, Charles M Sternhell, Edward A Green, Frederick P Sloat, Royal A Johnson, W Gilbert Cook, John C Archibald, Delos H Christian, Schuyler W Tompson, Harold Thompson
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Pension legislation and regulation
  • Forum for Consulting Actuaries
    expected to receive benefits under a plan in a valuation, even though they are not currently included. ... an employee who termi- nated service on the valuation date is "not contingent on his continuing D572 ...

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    • Authors: James A Attwood, Application Administrator, M David R. Brown, George Brummer, Richard Daskais, Donald S Grubbs, Paul D Halliwell, Conrad Siegel, George V Stennes, Robert C Tookey, Charles Barry H. Watson, Franklin B Dana, Milton F Chauner, Frederick P Sloat
    • Date: Oct 1967
    • Competency: Professional Values>Public interest representation
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Pensions & Retirement>Pension accounting
  • Nontradition and Nonqualified Plans- Advanced
    employer could try to avoid the tax by purchasing individual annuity contracts as a means of funding, not ... longer possible because of changes in the way individual-owned annuities and outside corporate-owned annuities ...

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    • Authors: Application Administrator, Donald S Grubbs, Mark Wintner
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • The Manhart Case
    employment practice to discriminate against any individual with respect to his compensation, terms, conditions ... contract plans (plans funded exclusively with individual level premium insurance and annuity contracts) ...

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    • Authors: Donald S Grubbs, Application Administrator
    • Date: May 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Public Policy