Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Reports on Topics of Particular Interest-The Self-Employed Individuals Tax Retirement Act of 1962
    would have to be locked in a trust fund, or in an annuity, until retirement age. Later, when the "Reed- ... ing the issuance of the last insurance policy or annuity, thereby avoiding the possibility of later disqualification ...

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    • Authors: Albert Pike
    • Date: Oct 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Employee Benefit Plans
    Employee Benefit Plans This discussion examines problems arising in complying with the provisions ... may be reduced on individual lives if expected mortality for the group exceeds 160%. MR. J. BRUCE MACDONALD ...

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    • Authors: John M Bragg, Herbert F Cerwinske, J Bruce MacDonald, Daniel W Pettengill, George M Sherritt, J Darrison Sillesky, Philip F Finnegan, Ray D Albright
    • Date: May 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Legislative Developments
    Legislative Developments From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Informal Discussion’ ... managers of small corporations. Mr. Pike said the U.S. Treasury has opposed the bill. Although remov- ...

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    • 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