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  • Economic Assumptions for Pension Plans
    choosing the economic assumptions to use in a valuation. Bill was the actuary involved. The pension plan ... ago they were in the preparatory stages of a valuation. With some urging from Bill, they de- cided that ...

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    • Authors: James J Marks, Charles E Nightengale, William David Smith, Arden R. Hall
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Assumptions and methods
  • Two Score and Ten Years of Pensions
    Two Score and Ten Years of Pensions Panelists discuss the evolution of U.S. pension benefits, ... plans;Employee Retirement Income Security Act=ERISA;Individual retirement accounts=IRA;Social Security; 17916 ...

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    • Authors: Mary Hardiman Adams, Robert Byrne, William David Smith, Kenneth Steiner
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Unisex And Risk Classification
    that Title VII bans discrimination against an individual because of sex and the Equal Pay Act prohibits ... based upon the sex of the individ- ual insured or annuitant in the rate of dividends or benefits. The require- ...

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    • Authors: Harvey S Galloway, Barbara Lautzenheiser, Kim W Ledbetter, John O Montgomery, William David Smith, Ronald E Timpe
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Public Policy
  • Actuarial Testimony
    to benefit from the earning capacity asset, an individual must first pay income tax. It is also irrelevant ... probability of survival from date of death to valuation date should be factored in. Also, court decisions ...

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    • Authors: Ian Karp, Patrick Landry, William David Smith, William F Flahavan
    • Date: Apr 1988
    • Competency: Communication>Persuasive communication
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Competencies
  • Social Security: Future Financial Viability
    tax rates in the second half of the 75-year valuation period, because there would be lower ones in the ... increase would eventually (after the 75-year valuation period) have to be put in, anyhow, after the fund ...

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    • Authors: Robert J Myers, Fiona Liston, A Haeworth Robertson, William David Smith
    • Date: Apr 1986
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Social Insurance>Social Security
  • Digest of Smaller Company Forum - New York Regional Meeting
    each $12 in annuaiized first-year commission on individual life and health insurance and annuities. No ... agencies in the type of men recruited, a lot of individual judgment is necessary in these assessments. Once ...

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    • Authors: James A Anderson, Gene P Archer, Dwight K Bartlett, William L Barber, Melvin D Bennett, Frederick W Clark, Ralph E Edwards, Kenneth F Feldmann, Richard D Fink, Lloyd K Friedman, Ronald P Giesinger, Melvin L Gold, J Stanley Hill, Richard S Miller, Will R Mullens, Christopher G Smith, William David Smith, W Tris Stevens, John S Thompson, Frederick S Townsend, J Craig Davidson, Allen L. Mayerson, Guy W. Pickering, Peter M. Tompa, Donald M Ellis, Geoffrey F N Smith, Delos H Christian, William R Battle, Joseph R Pickering
    • Date: Apr 1965
    • Publication Name: Transactions of the SOA
  • Pension Plan Problems of State, Provincial, and Local Governments
    benefits are nor- mally of the Joint and contingent annuitant type with benefits for dependent children, in ... mortality and interest assumptions used in the basic valuation. Annual Cost Per Year of Service for Total Pension ...

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    • Authors: Samuel Eckler, James S Rubie, William David Smith, William Thomas
    • Date: Oct 1976
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Public sector plans
  • Peer Review
    THE FLOOR: They don't review each office as an individual entity then. MR. PARRY: Not in larger firms ... standards dealing with, for instance, the pension valuation, but also more general things. Working for an ...

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    • Authors: James C Hausmann, John D Murray, William David Smith, Thomas J Parry
    • Date: May 1994
    • Competency: Professional Values
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Portability of Defined-Benefit Pensions
    could also transfer his cash equiva- lent to an individual pension arrangement that is commonly a personal ... pension system. So far I have talked only about individual arrangements between private companies' plans ...

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    • Authors: Harold J Brownlee, William David Smith, Peter R Hardcastle, JENNIFER ANN CHRISTENSEN
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans
  • Life Insurance and The Multiple Line Approach
    development of the Ordinary phase alone, I prepared a table of volume of new business and insurance in force ... represents a number of companies. He may be an individual, a partnership, or a corporation and may be a ...

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    • Authors: Robert Blane, Roland F Dorman, Robert B Goode, Nathan F Jones, Donald J Leapman, William David Smith, James W Spellman, Robert C Tookey, Frederick S Townsend, Richard K Wendt, JOHN H MILLER, Roy R Anderson, Harold R Lawson, Milton J. Wood, James G Bruce
    • Date: May 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance