Description: In this session, panel members speculate about changes to insurance company taxation, policyholder taxation and insurance product taxation in the 1980's. Both U.S. and Canadian viewpoints are shared.

Description: Presented at May 1985 Spring Meeting. This session discussed: Overview of tax changes for different types of life insurers, Product impact by type of product, Implementation issues - calculating tax reserves, Tax planning implications.

Description: Presented at October 1985 Annual Meeting. Discusses proposals for changing the tax law with respect to the taxation of personal income: The tax climate that led to these proposals, A description of the major proposals including the Treasury proposal pending in Congress, How these proposals will affect the design, marketing and sale of individual life and annuity products.

Description: This panel discussion, which occurred at the October 1982 Society of Actuaries Annual meeting in Washington D.C., presented information related to 401k Plans. Topics discussed included: - Historical background - Current developments - Features of 401k plans - What are the issues/problems

Description: Presented at October 1985 Annual Meeting. Discusses current topics involving insurance companies, such as: Impact on product design, Allocation of capital and resources, Consolidation, Regulations, Company structure, Proposed or current legislative matters.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This discussion reviews the need for and a process for remediation of errors made with respect to an inadvertent non-egregious failure to comply with the modified endowment contract rules under Internal Revenue Code Section 7702A.

Description: This session discussion is about Federal Income Tax, policy issues, single premium products, inside buildup and corporate owned life insurance. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: This panel discussion is from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists discuss the future, if any, of defined-benefit pension plans, and whether they have been “legislated” out of existence, in particular the role of the Internal Revenue Service as the primary regulator of pension plans. From the Record of Society of Actuaries Vol. 17, No. 3B.

Description: This 1978 session examines income taxation for North America. Topics covered: I. Canadian Income Tax a. What problems and deficiencies have been found in the new Canadian income tax act and regulations? b. What effect will the new tax rules have on profits, pricing and plan design? Is the overall tax burden fair? Is it fairly distributed? 2. U. S. Income Tax a. What impact will proposals for tax reform, if adopted, have on the life insurance business in the U.S.? What alternatives have been proposed by the industry? b. Are legislative changes needed in the 1959 Company Tax Act? If so, in what areas? c. What are the implications of recent Court decisions?

Description: With the growth in SOA podcasts over recent years, here’s your chance to be part of the “live studio audience” for an upcoming podcast release. Inspired by The Social and The View, join us in our talk show setting as we discuss current and emerging topics in the actuarial profession, with incoming SOA President Andy Rallis as one of the many guests we’ll bring to the stage just after Tuesday’s Presidential Luncheon. This rapid-fire session will incorporate audience participation, opportunities to be part of the podcast during question-and-answer sessions and highlight new SOA section, research and education activities. Stay tuned after the meeting to listen in to the session through SOA podcast feeds.