Description: This presentation was made at the 1975 Spring Cincinnati Joint Meeting of the Conference of Actuaries in Public Practice and Society of Actuaries. It addresses the following issues: Can individual policy retirement plans be sold by insurance agents without their becoming fiduciaries, what new features in funding contracts and prototypes plans are needed, and what extra costs for retirement plans are expected due to the reporting, dlsclosure, and actuarial valuation requirements of ERISA. 1975 Record Vol. 1, No. 3

Description: In this a forum for consulting actuaries, the participants discuss: 1. Accounting principles, especially as a result of APB Opinion No. 8, 2. Liaison- What can be done to improve liaison between consulting firms and the IRS, government committees, hearings, and insurance industry committees? 3. Life insurance company development, 4. The relation of the consultant with company actuaries, reinsurers, and accountants, and 5. Personnel- What programs are being followed by consulting firms to maintain staff by the internal development of actuaries? From Transactions of Society of Actuaries 1967, Vol. 19 Pt. 2, No. 55.