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  • Update on the IRS Audit Program and the Audit Guidelines
    Update on the IRS Audit Program and the Audit Guidelines This session will provide an update ... by one or two principals is a small plan. I don't care if you have $15, $25 or $5 million worth of assets; ...

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    • Authors: Steven R Matthews, James E Turpin, C Frederick Reish
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Pensions & Retirement
  • GAAP for Mutuals
    GAAP for Mutuals 1994 SOA Meeting, San Francisco. This session used a case study that outlined ... a disproportionate amount of time trying to take care of that issue. The next thing I'm going to talk ...

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    • Authors: Thomas Burke, J Duran, Julie Curry, Edward M Kline
    • Date: May 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Federal Income Tax
    Federal Income Tax This session from the 1984 SOA Atlanta Meeting covers pending tax legislation ... rates. But in the meantime, they propose to take care of our situation with what was known as the taxable ...

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    • Authors: Michael P Healy, James P A Knight, John Palmer, Virgil Wagner, Harry D. Garber
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Successful Communications with Investment Professionals
    Successful Communications with Investment Professionals Panel members discuss the ways that their ... make it look like you're sincere. If you really care about the answer, that's a bonus. Lastly, validate ...

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    • Authors: David Ingram, Josephine Marks, Adrian Hussey
    • Date: Jun 2001
    • Competency: Communication
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Credit Derivatives
    Credit Derivatives In this session from the 2005 SOA New Orleans Meeting, panelists discuss the ... and so the bonds got hit pretty hard. That took care of the other side of that trade. In a mad scramble ...

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    • Authors: Jason Steigman, Michael R Vasseghi
    • Date: May 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Derivatives
  • Keynote Address – Peter Bernstein on the Nature of Risk
    Keynote Address – Peter Bernstein on the Nature of Risk Noted author and speaker talks about risk ... and annuity products may be kicking in. Health care costs are rising after several years of relative ...

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    • Authors: Peter Bernstein
    • Date: Oct 2002
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development
  • Public Pension Plans
    Public Pension Plans This panel discussion is about public pension plans including nondiscrimination ... Workers Benefit Protection Act. It did note that care must be taken to ensure that the implementation ...

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    • Authors: Robert Steven Dezube, William Hogan, Rick A Roeder
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans
  • Generally Accepted Accounting Principles Reserve Alternatives For New Products
    Generally Accepted Accounting Principles Reserve Alternatives For New Products This session from ... then I think that it would automatically be taken care of since the DAC in this approach is a balancing ...

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    • Authors: Charles Carroll, Douglas A Eckley, Paul F Kolkman, Charles A Nichols
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Short-Term Disability Benefits
    Short-Term Disability Benefits This session discusses current short-term disability benefits, ... Limra , “Marketing Group Health Insurance and Health Care Benefits, Trends, Insights Phase II, 2001” Source: ...

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    • Authors: Paul D Hitchcox, Barry Petruzzi, Richard Carlson Leavitt
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance
  • Phase 2 of the C-3 Project Update
    Phase 2 of the C-3 Project Update Presented at May 2002 Spring Meeting. Discusses the status of the second ... where we are, either, so somehow we have to take care of these transition problems. Phase 2 of ...

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    • Authors: Alastair G Longley-Cook, David Sandberg, Daniel Patterson
    • Date: May 2002
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Enterprise Risk Management>Capital management - ERM; Finance & Investments>Investments; Global Perspectives; Life Insurance