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Current Topics
Current ... mployee Retirement Income Security Act=ERISA;Individual retirement accounts=IRA;Internal Revenue Service=IRS;Pension ... Service=IRS;Pension policy;Pension valuation; 15071 5/1/1979 12:00:00 AM ...- Authors: Preston C Bassett, Donald S Grubbs, Susan J Kilrain
- Date: May 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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A Smoothed Equity Unit Annuity
A Smoothed Equity Unit Annuity This paper focuses on the equity unit annuity popularly termed ... by several discussion papers submitted Asset valuation;Capital markets=Stock market;Inflation;Investment ...- Authors: James L Clare, G Ashley Cooper, Robert M Duncan, Harold Gilbert, Donald S Grubbs, Cecil J Nesbitt, Colin Jack, George C Campbell, William M Anderson
- Date: Oct 1962
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Variable Annuities and Mutual Funds
important variables--first, the tax brackets of the individual; second, the level at which he contributes to ... contract is not surrendered before maturity, the annuitant pays no tax at all during the accumulation period ...- Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
- Date: May 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Effects of Inflation on the Needs of Retired Persons
Effects of Inflation on the Needs of Retired Persons This 1982 discussion session addresses three ... private plans or individual savings? Financial economics;Financial security;Individual retirement acc ...- Authors: Barnet N Berin, Donald S Grubbs, Dallas L Salisbury, James R Swenson, Toni Hustead
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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A New Look at the Frequency of Pension Plan Actuarial Valuations
for our premise--that a pension plan actuarial valuation need not be performed annually as a matter of ... of routine--and identifying the purposes for a valuation, we re- view in the paper some of the general ...- Authors: Neil R Cronquist, James J Cryan, William A Dreher, Donald S Grubbs, Paul H Jackson, Stephen G Kellison, Douglas H Miles, Paulette Tino, Frederick P Sloat
- Date: Oct 1972
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Best practices; Global Perspectives
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Pension Reporting Requirements and Fiduciary Responsibilities
Pension Reporting Requirements and Fiduciary Responsibilities Panel discussion from 1975 SOA Annual ... Security Act=ERISA;Pension plan termination;Pension valuation;Fiduciary; 13591 10/1/1975 12:00:00 AM ...- Authors: William A Ferguson, Donald S Grubbs, James G Stewart, Blackburn H Hazlehurst
- Date: Oct 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Digest of Discussion at Concurrent Sessions
Security and employee benefits in western Europe, 8. Individual medical expense insurance, 9. Reserves and related ... No. 61. Accounting standards;Annuity reserves;Individual health plans;Marketing and distribution;Principal-agent ...- Authors: William H Aitken, Arthur W Anderson, John C Antliff, James A Attwood, Dwight K Bartlett, Stephen D Bickel, Claude Boily, John M Bragg, Alden W Brosseau, George Brummer, Burton E Burton, Paul A Campbell, George F S Clarke, Donald D Cody, John M Cole, G Ashley Cooper, Laurence E Coward, Raymond L Crapo, Joseph B Crimmins, William Cunningham, James A Curtis, Richard Daskais, Waid J Davidson, Frank P di Paolo, Robert C Dowsett, William A Dreher, Samuel Eckler, Lawrence A Ehrhart, Linda B Emory, Robert G Espie, William A Feeney, Niels H Fischer, John H Flittie, P William Forester, Application Administrator, John J Gianino, Melvin L Gold, Robert B Goode, Myles L Grover, Donald S Grubbs, Albert Gubar, William A Halvorson, Narindra N Handa, S Martin Hickman, Anthony J Houghton, Robert N Houser, William C Hsiao, Harold G Ingraham, John G Ireland, Fenton R Isaacson, A Henry Kunkemueller, Gerald A Levy, Robert F Link, John Macarchuk, John B Massey, Paul J Mason, Daniel J McCarthy, Daniel F McGinn, Walter N Miller, John B Moore, Joseph W Moran, Robert J Myers, James Olsen, Thomas K Pennington, Donald M Peterson, Albert Pike, James L Purdy, Anna M Rappaport, Donald H Reid, Alan Richards, C Ronald Riley, Walter Rugland, Charles Schaller-Kelly, Alan W Sibigtroth, Conrad Siegel, J Darrison Sillesky, Walter W Steffen, Harry L Sutton, John R Taylor, Samuel H Turner, Marc M Twinney, Harry Walker, George N Watson, David A Webster, William White, Ross J Wilson, William C Wirth, John Miller, Charles L. Trowbridge, James Ross Gray, Frank L Griffin, W Harold Bittel, James C H Anderson, H R Dienst, John Dyer, Dale R Gustafson, Paul T Bourdeau, J Edwin Matz, John C Fraser, Walter Klem, Harry E Blagden, Donald R Anderson, Alfred L Buckman, Charles M Sternhell, Edward A Green, Frederick P Sloat, Royal A Johnson, W Gilbert Cook, John C Archibald, Delos H Christian, Schuyler W Tompson, Harold Thompson
- Date: Oct 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Pensions & Retirement>Pension legislation and regulation
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Actuarial Standard on the Selection of Assumptions
Actuarial Standard on the Selection of Assumptions This panel discussion session ... practitioners. Actuarial Standards Board=ASB;Asset valuation;Defined benefit plans=DB plans;Discount rates=Interest ...- Authors: Lall Bachan, Robert F Drozd, Donald S Grubbs, Silvio Ingui, Dale Lamps, Ralph M Weinberg, Jose Luis Salas Lizaur
- Date: May 1992
- Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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ERISA Update - Noninsured Pension Plans
ERISA Update - Noninsured Pension Plans The focus of the information presented was an update ... ERISA issues including: Enrolled Actuary status, valuation and certification problems, compliance procedures ...- Authors: Norman W Clausen, Donald S Grubbs, Leroy B Parks, Robert H Smith, Joseph Musher
- Date: May 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Equity-Oriented Products
working with. MR. GEORGE T. MITCHELL: To get an individual, qualified, variable annuity product on the ... continually taking a customer in and out of funds. An individual switch from one fund to another may not be improper ...- Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
- Date: Apr 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities