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

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  • Employee Benefit Plans
    particularly the effect of tax law changes on the competitive position of insured vs trusteed plans, the advantages ... advantages and disadvantages of recognizing interest rate credits by year of investment on distributing surplus ...

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    • Authors: James A Attwood, Howard H Hennington, William M. Rae, Application Administrator
    • Date: May 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement
  • The Risks in Equity Investment for Pension Funds
    The Risks in Equity Investment for Pension Funds This paper examines the risks involved with equity ... investing for pension funds. From Transactions of Society of Actuaries 1959, Vol. 11, No. 31. Equities=Common ...

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    • Authors: James L Clare, Sidney H Cooper, Harry M Sarason, Conrad Siegel, Frank L Griffin, Geoffrey N Calvert, John Dyer, Fergus J McDiarmid, Dennis N Warters, Wilmer A Jenkins, Harold R Lawson, William M. Rae, M. Albert Linton
    • Date: Nov 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Modeling & Statistical Methods>Asset modeling; Pensions & Retirement>Pension investments & asset liability management
  • Discussion - Fundamentals of Pension Funding
    - Fundamentals of Pension Funding This is a discussion of the paper Fundamentals of Pension Funding ... Charles L. Trowbridge. From Transactions of Society of Actuaries 1952, Vol. 4, No. 10. Pension valuation; ...

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    • Authors: George E Immerwahr, Robert F Link, Cecil J Nesbitt, Charles L. Trowbridge, Frank L Griffin, Hilary L Seal, Clark T Foster, W Rulon Williamson, William M. Rae, Chalmers L. Weaver
    • Date: Nov 1952
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Funding
  • Pensions - Actuarial Assumptions
    Pensions - Actuarial Assumptions This discussion explores actuarial assumptions for interest, ... mortality and disability. From Transactions of Society of Actuaries 1961, Vol. 13, Pt. 2. Assumptions; ...

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    • Authors: Myles L Grover, Carroll E Nelson, Blackburn H Hazlehurst, William F Marples, William M. Rae, Alan A. Groth, Eugene H Neuschwander, Forrest S Ockels, Robert Hugh Little
    • Date: Jan 1961
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Assumptions and methods
  • Interest Credit to Policyholders
    Policyholders From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ addresses the current ... current status of reflecting investment timing in the crediting of interest to participating policyholders ...

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    • Authors: Kenneth K Keene, Robert F Link, Edward A Green, William M. Rae
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Plan design
  • Group Insurance
    premium or use the regular one-year term method. It also covers the continuation of group hospital insurance ... insurance after retirement. From Transactions of Society of Actuaries 1949, Vol. 1, No. 1. Group health ...

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    • Authors: Morrison H Beach, Robert G Espie, William M. Rae, Herbert J. Stark
    • Date: Nov 1949
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Group plans - Life Insurance; Pensions & Retirement>Retiree medical
  • U.S. Federal Taxation of Life Insurance Companies
    Taxation of Life Insurance Companies This discussion looks at the latest developments in the U.S. federal ... federal taxation of life insurance companies. From Transactions of Society of Actuaries 1959, Vol. 11, ...

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    • Authors: William M. Rae, Alfred N Guertin
    • Date: Mar 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting