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ACLI Update
ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Valuing Retiree Mortality Improvements
Valuing Retiree Mortality Improvements The first in a series of articles exploring the improvement in retiree life expectancies and ways the improvement can be incorporated into actuarial ...- Authors: Application Administrator
- Date: Mar 1994
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Annuities>Reserves - Annuities; Pensions & Retirement>Assumptions and methods
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Valuation and Nonforfeiture Developments
Valuation and Nonforfeiture Developments This panel discussion focuses on valuation and nonforfeiture developments. Topics covered include purpose of Society's Committee on Valuation and ...- Authors: E Paul Barnhart, John K Booth, Waid J Davidson, Harold B Leff, Charles F B Richardson
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Public Policy
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Tax Aspects of VA CARVM aka Actuarial Guideline XLIII
Tax Aspects of VA CARVM aka Actuarial Guideline XLIII This article provides the reader with some insights regarding tax planning under the new required methodology. Annuity reserves;Assumptions; ...- Authors: Edward Robbins, Michael LeBoeuf, Victor Akin
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting
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Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives Discusses Aug. 23, 2007, meetings in Salt Lake City, Utah, about principles-based ...- Authors: Mark Birdsall
- Date: Nov 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
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Update on Mortality Tables and Application
Update on Mortality Tables and Application Update on new mortality tables in development - 2012 IAR, 2014 VBT, and SI/GI/Preneed Mortality tables;Annuity reserves;Life reserves 4294999380 9/1/ ...- Authors: Mary J Bahna-Nolan
- Date: Sep 2013
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities>Reserves - Annuities; Experience Studies & Data>Mortality
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Reserves for Structured Settlement and Similar Annuities
Reserves for Structured Settlement and Similar Annuities This session at the SOA 1990 Hartford Spring Meeting is about new reserving guidelines for structured settlement annuities. Asset ...- Authors: Robert Transon, Steven A Smith, William T Bryan
- Date: Apr 1990
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities
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Summary of Current and Future Regulatory Requirements
Summary of Current and Future Regulatory Requirements From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 A summary of the history, current, and anticipated ...- Authors: John K Booth, Robert M Hammond
- Date: Oct 1986
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 panel discussion focused on the implications of proposed revisions of the standard valuation and ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Reflecting Rider Charges in GAAP Income for Indexed Annuities
Reflecting Rider Charges in GAAP Income for Indexed Annuities The article focuses on GAAP accounting for indexed products with riders; specifically, how rider charges should be addressed in FAS ...- Date: Jun 2014
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Annuities>Equity-indexed annuities; Annuities>Reserves - Annuities