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  • Responsible Health Care Reform Part 2: Access to Care
    Responsible Health Care Reform Part 2: Access to Care Feature article discussing pending health care reform and the issue of access to care. From The Actuary Magazine, April/May 2010 Vol 7 Issue ...

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    • Authors: Lawrence McCarthy, Barbara Niehus
    • Date: Apr 2010
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Health care; Public Policy
  • The Actuary October/November 2015
    The Actuary October/November 2015 The October/November 2015 edition of The Actuary magazine—the Society of Actuaries’ flagship publication. Actuarial publication;actuary;The Actuary 6442463912 10 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2015
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers; Public Policy
  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • ACLI Update Column
    ACLI Update Column ACLI's comments to Treasury and IRS on industry-related guidance. Internal Revenue Service=IRS;Taxes=Taxation 6442478975 10/1/2017 12:00:00 AM ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Oct 2017
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Legislative Developments
    Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...

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    • Authors: Albert Pike
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Social Security Reports - The Trust Funds
    Social Security Reports - The Trust Funds On May 16th, the Social Security Boards of Trustees sent to the Congress the three annual reports OASDI, HI, and SMI. These reports present cost ...

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    • Authors: Francisco Bayo
    • Date: Jun 1978
    • Competency: Communication>Written communication; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Health economics; Public Policy; Social Insurance>Government-funded healthcare; Social Insurance>Social Security
  • The Actuary Vol. 12, No. 7 The Pensions Scene In Canada
    The Actuary Vol. 12, No. 7 The Pensions Scene In Canada Article The Pensions Scene In Canada by Ezra in The Actuary, September 1978, Volume 12, Number 7 Demographics;Pension benefits;Pension ...

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    • Authors: D Don Ezra
    • Date: Sep 1978
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Public Policy
  • Tax Implications of Applying Principles-Based Reserves Retroactively
    Tax Implications of Applying Principles-Based Reserves Retroactively This article explores the complexities and potential problems with respect to tax reserves that could result from a ...

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    • Authors: Kory Olsen
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
  • The Open Transaction Doctrine Applies to the Sale of Stock of a Demutualized Life Insurer in Fisher, But Should It?
    The Open Transaction Doctrine Applies to the Sale of Stock of a Demutualized Life Insurer in Fisher, But Should It? A discussion of the Open Transaction Doctrine and how it was applied to prevent ...

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    • Authors: Emanuel Burnstein
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • IRS LB&I Division Issues Guidance to Examiners on the Codified Economic Substance Doctrine
    IRS LB&I Division Issues Guidance to Examiners on the Codified Economic Substance Doctrine In March 2010, Congress codified the judicial economic substance doctrine in an effort to raise ...

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    • Authors: Samuel A Mitchell
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy