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

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  • Role of the Tax Actuary
    located in the tax area, with some located in the valuation, corporate or the controller’s area. The size ... percent) and gather documentation and meet with the valuation area(s) (72 percent). In addi- tion, the majority ...

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    • Authors: Steven C Chamberlin, Kory Olsen
    • Date: Sep 2005
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Traditional careers
  • Results of Tax Modeling Survey
    responses covered a broad spectrum of products (see Table 1). Almost all the companies modeled life insurance ... disability income, health insurance and AD&D. TABLE 1 Product lines covered in your response to the ...

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    • Authors: Steven C Chamberlin
    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Modeling & Statistical Methods; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Forecasting
  • Taxing Times, September 2005, Volume 1, Issue No. 2
    accounts under sections 403(b)(1) and 403(b)(7), individual retirement accounts and annuity contracts under ... requirements to arrangements that are in the form of individual accounts and another set of rules for defined ...

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    • Authors: Application Administrator, Edward Robbins, Steven C Chamberlin, Brian King, Kory Olsen, Mark E Griffin, Craig R Springfield, Donald Saxon, David H Phillips, Joseph F McKeever
    • Date: Sep 2005
    • Publication Name: Taxing Times
  • From the Chair – Building on Our Past Success
    and Annuity Symposium, Product Tax Seminar, Valuation Actuary Symposium and the SOA Annual Meeting ... great way for those with varying amounts of valuation experience to expand their knowledge of tax reserves ...

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    • Authors: Steven C Chamberlin
    • Date: Feb 2011
    • Competency: Communication
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development
  • From the Chair – Taxation Section Update
    issues related to health care reform. At the Valuation Actuary Symposium, our section will again sponsor ... and we expect to sponsor sessions that discuss valuation, product and health tax issues. Outside of the ...

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    • Authors: Steven C Chamberlin
    • Date: May 2011
    • Competency: Leadership>Professional network leverage
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development
  • From the Chair – Reflections on the Past Year
    From the Chair – Reflections on the Past Year Section chair highlights the accomplishments of the ... of interest to product actuaries. • At the Valuation Actuary Symposium, we are also spon- soring a ...

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    • Authors: Steven C Chamberlin
    • Date: Sep 2011
    • Competency: Communication
    • Topics: Actuarial Profession>Professional development