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Legal Notes
Legal Notes These are legal notes concerning policy owner federal income tax, taxation to an agent for expenses for sales convention travel, claims contest on a policy with false statements on ...- Authors: B. M. Anderson
- Date: Mar 1961
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Public Policy; Public Policy
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rsn-2018-iss96-cutler2
rsn-2018-iss96-cutler2 Pension policy;Retirement plans;Retirement planning 6442484932 10/1/2018 12:00:00 AM ...- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Taking Stock: Are We Setting Ourselves Up for High Inflation?
Taking Stock: Are We Setting Ourselves Up for High Inflation? This article discusses the possibility of high inflation down the road. The high levels of debt incurred due to the COVID-19 pandemic ...- Authors: Nino A Boezio
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Banking - Finance & Investments; Finance & Investments>Economic capital; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Public Policy
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Chapter 4 PRISM
Chapter 4 PRISM Chapter 4 of Models for Retirement Policy Analysis. The PRISM Pension and Retirement Income Simulation Model is a dynamic microsimulation model designed to simulate the retirement ...- Authors: Society of Actuaries, Joseph M Anderson
- Date: Sep 1997
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Public Policy
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Evaluating Managed Care Effectiveness: A Societal Perspective
Evaluating Managed Care Effectiveness: A Societal Perspective This analysis provides an overview of the functional components of the managed care system. It discusses the market forces underlying ...- Authors: Application Administrator, James Murphy, Jill S Schield
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Economics>Health economics; Health & Disability>Health care; Public Policy; Social Insurance>Government-funded healthcare
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The Rising Tide of Pension Contributions Post-2008: How much and when?
The Rising Tide of Pension Contributions Post-2008: How much and when? This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined ...- Authors: Society of Actuaries
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy
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Author’s Response to Comments by Charlene Moriarty
Author’s Response to Comments by Charlene Moriarty This paper responds to comments on a proposed compulsory savings program combined with transparent investment vehicles designed to promote ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Canadian Taxation - Life Insurance
Canadian Taxation - Life Insurance As part of tax reform introduced effective at the beginning of 1988, a major revision of the taxation of life insurance companies operating in Canada occurred.- Authors: Society of Actuaries
- Date: Jun 1990
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Life Insurance; Public Policy
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Understanding Social Security’s Long-Term Fiscal Outlook
Understanding Social Security’s Long-Term Fiscal Outlook Social Security poses a substantial financing challenge for the future, largely due to demographic changes. This article explores the ...- Authors: Stephen Goss
- Date: Apr 2016
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Demography>Population data; Public Policy; Social Insurance>Social Security
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Insurance Transfer Pricing: Issues For Life Reinsurance Transactions
Insurance Transfer Pricing: Issues For Life Reinsurance Transactions This article describes the transfer pricing rules applicable to life reinsurance transactions generally, and then outlines a ...- Authors: Christian J DesRochers
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy; Reinsurance