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Mergers and Acquisitions
Mergers and Acquisitions 1992 SOA Annual Meeting, Washington, D.C. This session on mergers and acquisitions discussed the impact of pensions, post-retirement costs and fringe benefits on ...- Authors: William Gulliver, Douglas J Tormey
- Date: Oct 1992
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Pensions
Pensions This is a discussion about pensions and how Ontario Bill 165 affected it. From Transactions of Society of Actuaries 1962, Vol. 14 Pt. 2 Retirement plans; 1785 1/1/1962 12:00:00 AM ...- Authors: Samuel Eckler, John C Maynard, Archie R McCracken, Albert Pike, Cecil G White, John Dyer, William M Anderson
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Pension legislation and regulation
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Living and Working with Voluntary Compliance Resolution / Closing Agreement Program / Compliance Audits
Living and Working with Voluntary Compliance Resolution / Closing Agreement Program / Compliance Audits 1996 SOA Spring Meeting, Colorado Springs. This session was about working with the ...- Authors: Karen Field, Rhonda L Davis
- Date: Jun 1996
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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The Actuary Vol. 10, No. 5 Enrolled Actuaries vs. The F.S.A.
The Actuary Vol. 10, No. 5 Enrolled Actuaries vs. The F.S.A. Will the Enrolled Actuary replace the FSA? Maybe was the answer to that question, which posed the topic for discussion at a recent New ...- Authors: Frank J Longo
- Date: May 1976
- Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Pensions & Retirement>Pension legislation and regulation
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E2B-24-06 Pension Plan Terminations
E2B-24-06 Pension Plan Terminations This study note discusses the history of the Insurance programs and changes made through legislation. Pension plan termination; 6340 1/1/2006 12:00:00 AM ...- Authors: K Eric Freden, Ronald Gebhardtsbauer
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Pension legislation and regulation
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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Recent Rulings and Regulations
Recent Rulings and Regulations This session at the SOA 1990 Dallas Regional Meeting looks at recent IRS rulings and regulations with respect to employee benefits. Bankruptcy;Defined benefit ...- Authors: Emily C Davis, Robert L Pawelko, Gary B Lawson, Edwin C Polsdofer, Gus Fields
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation
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Proposal For Mandatory Pensions
Proposal For Mandatory Pensions Notes that the current retirement system does not assure that everyone will retire with adequate retirement income, and provides arguments in favor of employers ...- Authors: Donald S Grubbs
- Date: May 1970
- Competency: Professional Values>Public interest representation
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension legislation and regulation
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Legislative Developments
Legislative Developments From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ addresses current developments and proposals with respect to Social Security legislation ...- Authors: John Miller, Robert J Myers, Albert Pike, Morton D Miller, W Rulon Williamson
- Date: Dec 1960
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Pension legislation and regulation; Social Insurance>Social Security
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U.S. Tax-Sheltered Annuities
U.S. Tax-Sheltered Annuities This literature guide provides a grounding in tax-sheltered annuities 'TSAs' and pertinent regulations. TSAs are only available to tax-exempt ...- Authors: Society of Actuaries
- Date: Apr 1997
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension legislation and regulation