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Individual Tax Qualified Products
Individual Tax Qualified Products This panel discussion looks at individual tax qualified products. ... spousal IRAs, and Canadian RRSP's. Assumptions;Individual retirement accounts=IRA;Product development;Taxes=Taxation; ...- Authors: Dwight K Bartlett, Kenneth T Clark, FREDERICK J THOMPSON, Wilson H Scott
- Date: May 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Pricing - Annuities; Pensions & Retirement
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Introduction and Overview
Introduction and Overview This session from the 1994 Valuation Actuary Symposium provides an introduction and ...- Authors: Dwight K Bartlett, Glen Gammill, Donna Claire, Steven A Smith
- Date: Jan 1993
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession>Best practices; Public Policy
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The 1979 Annual Report Of The Trustee Of The U.S. Social Security Programs - OASI And DI
these assumptions arc displayed in the following table. Principal 1979 OASDI Trustees Report Long-Range ... scholarly nature by Bowditch. He did publish a table for computin g the interest on a trust deposit ...- Authors: Dwight K Bartlett
- Date: Jun 1979
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Social Security
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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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Nathaniel Ingersoll Bowditch
these assumptions arc displayed in the following table. Principal 1979 OASDI Trustees Report Long-Range ... scholarly nature by Bowditch. He did publish a table for computin g the interest on a trust deposit ...- Authors: Dwight K Bartlett
- Date: Mar 1979
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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The Use of Asset Share and Model Office Techniques in Group Insurance Planning
obvious applications of approaches long used in individual life insurance. However, while there are many ... normally reflect the claims experience of each individual case, except those so small as to require complete ...- Authors: Dwight K Bartlett
- Date: Nov 1961
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Modeling & Statistical Methods>Deterministic models
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Unassigned Surplus and Contingency Reserves
depending upon (a) basis of asset valuation; (b) basis of liability valuation, including interest rate, method ... contingency reserves and mandatory se- curity valuation reserve; and (d) capital. If, under a given ...- Authors: Dwight K Bartlett, Thomas P Bowles, John M Bragg, Robert G Espie, Louis Garfin, Meno T Lake, Charles W McMahon, Will R Mullens, Harry Walker, Dale R Gustafson, Edward A Green, William M Anderson, Max Bruce Willard Batho, Eugene F Porter, Henry S Beers, Joseph R Pickering
- Date: Oct 1967
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting
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International Section News, June 1998, Issue No. 16
. . . . . 2 Effectiveness in Administrating Individual Life Insurance Policies by A. Reg Munro . . ... their contributions in the areas Administrating Individual Life Insurance June 1997 at the LOMA/LIMRA of ...- Authors: F Roger Atkins, Dwight K Bartlett, Yuan Chang, Arthur C Cragoe, Kevin Law, A Reg Munro, Anthony Spano, Akiva Zohar, Ronald Poon-Affat, Amornthip Chansrichawla, Michelle Chong Tai-Bell, Vera F Dolan, Tom Kelly, CHRISTOPHER DAVID COOK
- Date: Jun 1998
- Publication Name: International News
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Society of Actuaries Research
Society membership so that they can react as individual Society members to the committee's plans. 2 ... example, to recommendations of mortality tables for valuation purposes in response to requests from the NAIC ...- Authors: Dwight K Bartlett, James L Cowen
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession
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Measures of Actuarial Status for Social Security: Retrospect and Prospect
for employer-employee group term insurance. Table I shows the future payroll tax rates for employers ... established by present law. Also shown in Table I is the maximum amount TABLE 1 PAYROLL TAX SCHEDULE CALENDAR ...- Authors: Dwight K Bartlett
- Date: Jan 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Social Insurance>Social Security