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Recent Rulings and Regulations Update - Late-Breaking Developments
condition of qualification, that plans provide for direct rollover to another eligible retirement plan as ... ments of 401 (a)(31). It requires plans to provide direct trustee to trustee rollovers. The crucial element ...- Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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ACLI Update: Update on Noncoordinated Benefits
like copays, deductibles, and travel for medical care. The policies pay a fixed dollar amount on the occurrence ... spouse or dependents for the prescribed medical care are excludable from gross income. Does not make ...- Authors: Sarah Lashley, Regina Y Rose, Mandana Parsazad
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy; Public Policy; Public Policy; Public Policy; Health & Disability>Affordable Care Act (ACA)
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It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
cover not only a spouse or a child, but also the primary insured under the policy. That is our issue today ... up is although we have term insurance on the primary insured, is this family term insurance QAB, which ...- Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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The Actuary Vol. 20, No. 10 Taxation of Life Insurance Company Products
Reinsurance Section was formed in the fall of 1982. The primary purposes for its existence are to keep its members ... on page 4) AN APPROACH TO ENHANCING LONG-TERM CARE INSURANCE by Heidi Rackley The 65-plus population ...- Authors: Richard Minck, Stephen W Kraus
- Date: Dec 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy
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Effect of Taxation in the 1980's
there may be a required capitalization of some direct acquisi- tion expenses should they exceed 100% ... failing to qualify as life companies. Would you care to expand on the sig- nificance of that? MR. ABBOT: ...- Authors: Quincy S Abbot, Richard S Robertson, Louis Weisz
- Date: Apr 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Pricing - Life Insurance; Public Policy
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Insurance Transfer Pricing: Issues For Life Reinsurance Transactions
readily available, the CUP method is the most direct and accurate method of check- ing transfer prices ... reliable measure of an arm’s length result, the two primary factors to take into account are: (1) the degree ...- Authors: Christian J DesRochers
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy; Reinsurance
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Investor Control: Will You Know It When You See It?
investment. Thus, if a policyholder is able to direct the insur- ance company how to invest its premium ... stated that no one but the investment manager may direct investments and deny the policyholder any “right ...- Authors: Ann Cammack, Frederic Gelfond
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Section 7702 & 7702A: An Update
touched on - that is, the addition of long-term care or terminal illness benefits to in-force life insurance ... happen, namely that the addition of a long-term care or terminal illness rider or benefit onto an existing ...- Authors: Application Administrator, Timothy P Schiltz, John W Holt, Steven D Hooe
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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October issue of Taxing Times Full issue
been able to achieve a lot in tax, trade, health care, etc., and I wanted to have a chance to try to ... them all forward. I worked a lot on how health care providers are paid by Medicare (Sustain- able Growth ...- Authors: Society of Actuaries
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Economics; Public Policy; Public Policy
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The Actuary Vol. 23, No. 8 MEC-ing Sense Out Of TAMRA
differently from a non-MEC? Lakenbach: There are three primary areas where an MEC is taxed differ- ently from ... insur- ance. Usually, the corporation doesn’t care about access to the cash - it has other fully deductible ...- Authors: Deborah Adler Poppel
- Date: Sep 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy