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  • Update on the IRS Audit Program and the Audit Guidelines
    Update on the IRS Audit Program and the Audit Guidelines This session will provide an update ... by one or two principals is a small plan. I don't care if you have $15, $25 or $5 million worth of assets; ...

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    • Authors: Steven R Matthews, James E Turpin, C Frederick Reish
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Pensions & Retirement
  • GAAP for Mutuals
    GAAP for Mutuals 1994 SOA Meeting, San Francisco. This session used a case study that outlined ... a disproportionate amount of time trying to take care of that issue. The next thing I'm going to talk ...

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    • Authors: Thomas Burke, J Duran, Julie Curry, Edward M Kline
    • Date: May 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Federal Income Tax
    Federal Income Tax This session from the 1984 SOA Atlanta Meeting covers pending tax legislation ... rates. But in the meantime, they propose to take care of our situation with what was known as the taxable ...

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    • Authors: Michael P Healy, James P A Knight, John Palmer, Virgil Wagner, Harry D. Garber
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Psychology of Investing
    Psychology of Investing Presenter of session 48OF of the New York Annual Meeting discusses the psychology ... But those who didn't have a mug didn't really care about buying them. What we found was the asking ...

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    • Authors: Judy L Strachan, Richard H Thaler
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Economics>Behavioral economics
  • Setting Investment Policy For Pension Plans
    Setting Investment Policy For Pension Plans This presentation discusses investment policy ... forecast and the actual number after five years care in at 0.3% over the forecast. Four years ago, following ...

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    • Authors: Martin L Leibowitz, Michael Maxwell, William B Solomon, Ross N Steeves, Robert A Swan
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Dynamic Solvency Testing - The Canadian Experience
    Dynamic Solvency Testing - The Canadian Experience This session from the 1995 SOA Boston ... situation. I wonder whether any of the panelists would care to hypothesize about what might have happened in ...

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    • Authors: J Engels, A David Pelletier, Mary Hardy
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • PBGC and the Current Economic Environment
    PBGC and the Current Economic Environment This session from the 2003 SOA Spring Meeting discusses ... market and you can find an annuity carrier to take care of your guaranteed benefits, which will issue you ...

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    • Authors: Ronald Gebhardtsbauer, C David Gustafson, Thomas Lowman, Donald Segal
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy