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7702A Reduction in Benefits Testing: A Simplified Approach
article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A ... is part 2 of a two-part series. “Part 1: Reductions in Death Benefits” was published in the March 2022 ...- Authors: Larry Hersh
- Date: May 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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7702A Reduction in Benefits Testing: A Simplified Approach
This article poses an equivalent alternative method of conducting Reduction in Benefit Testing. Such a method ... companies by reducing the amount of data necessary to perform the test. This is Part 1 of a two-part series ...
- Authors: Larry Hersh
- Date: Feb 2022
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irs-product-corrections-rulings-basis
This webcast offers ... “must know” information and differing perspectives on key IRS procedures that can be utilized by insurance ...
- Authors: Jean Baxley, Jeffrey Stabach, Daniela Stoia, Katy Sneade, Larry Hersh
- Date: May 2024
- Competency: Results-Oriented Solutions
- Topics: Actuarial Profession; Annuities; Life Insurance; Long-term Care