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  • The Impact of a Changing Environment on Personal Security Programs
    The Impact of a Changing Environment on Personal Security Programs This panel discussion session focuses on the impact of a changing environment on personal security programs. Some of the issues ...

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    • Authors: Dwight K Bartlett, Robert J Dymowski, Dave Rice, Harrison Givens
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Social Insurance>Social Security
  • Small Plan Design and Funding Issues
    Small Plan Design and Funding Issues This discussion at the SOA 1990 Dallas Spring Meeting is about small pension plans and issues unique to them including plan design, funding and IRS audits.

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    • Authors: Bob J Bolin, Steven Bryson, Elaine M Wiant, Gary G Short
    • Date: Apr 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Taxation to Individuals of Pension Income
    Taxation to Individuals of Pension Income This presentation discusses the income taxes and excise taxes that may apply to individuals receiving benefits from qualified pension plans. Also ...

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    • Authors: Dale B Grant, Mark Wintner, Abbey L Keppler
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Recent Rulings and Regulations Update - Late-Breaking Developments
    Recent Rulings and Regulations Update - Late-Breaking Developments This session discussion will review rulings, regulations and announcements which have been issued in the last year. This is ...

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    • Authors: Dale B Grant, Adrien R LaBombarde, David C Lindeman
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Unisex - An Update
    Unisex - An Update This session from the 1984 SOA Salt Lake City Meeting discusses Unisex legislation in the U.S. Congress on new and existing policies that eliminates gender in life insurance, ...

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    • Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement
  • Individual Policy Pension Test
    Individual Policy Pension Test This panel discussion from the 1977 SOA Meeting focuses on the practical considerations, design and administration of individual policy pension trusts. Pension ...

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    • Authors: Lynd T Blatchford, James A King
    • Date: Jan 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Focus 2000: Outlook for Employee Benefits
    Focus 2000: Outlook for Employee Benefits This session at the SOA 1990 Annual Meeting looks at the outlook over the next 10 years of employee benefits. The effect on the role of the actuary is ...

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    • Authors: Donald P Harrington, W Paul McCrossan, C S Kit Moore, Anna M Rappaport, Carol Lockhart
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Pensions & Retirement
  • Late-Breaking Developments
    Late-Breaking Developments 1993 SOA Spring Meeting, San Diego. This session is a review of recent regulations, rulings, proposals, court decisions and happenings affecting pension ...

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    • Authors: James E Holland, Donald Segal, Harlan M Weller, Max J Schwartz
    • Date: Apr 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Pension Legislation And Implications
    Pension Legislation And Implications This session discussion is about review of recent and pending legislation affecting pensions in Canada and the United States, restructuring of Canadian and ...

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    • Authors: Donald S Grubbs, David R Kass, Nicholas J M Simmons, John Wade
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
  • The Art of the Expert Witness
    The Art of the Expert Witness From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 Discussion of expert witness testimony, the process involved in ...

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    • Authors: Michael Conefry, Colin Southcote-Want
    • Date: May 2000
    • Competency: Communication>Active listening; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Professional Values; Professional Values>Ethical standards; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; Pensions & Retirement