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Product Design And Marketing Under Section 7702A
insurance. In that meeting I asked anyone who owned an annuity to please stand up or raise his hand. Nobody in ... a policy. It was a thing called a New Century Annuity where we issued 100 annuities instead of one. It ...- Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Flexible Benefits Update
because a participant may choose among the plan benefr(s as well as foregoing benefits for cash. Thus a cafeteria ... cafeteria plan (which may include cash, nontaxable benefr(s, and taxable benefrts), and they also define prohibited ...- Authors: Richard C Dreyfuss, Paul R Fleischacker, Allan Gold, Thomas Parciak, Hugh Larson
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability; Life Insurance>Group plans - Life Insurance; Public Policy
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Eligibility, Coverage And Participation
definition of compensation in Internal Revenue Code 414(s) will apply. The legislative history also indicates ... of a life annuity payable at age 65. Therefore adjustments have to be made for form of annuity, for retirement ...- Authors: Lall Bachan, Donald Segal, David Robert Rogan, Elizabeth King
- Date: Apr 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Tax Issues
matters. First, I'll mention a few things about mortality assumptions using computing definitional limitations ... factors. That's a safe harbor for reasonable mortality for contracts issued before ninety days after ...- Authors: Application Administrator, Bruce Booker, Douglas N Hertz
- Date: Jun 1992
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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The Internal Revenue Service Actuarial Guidelines Handbook - The Rest Of The Story
Moderator: NORMAN S. LOSK Panelists: MICHAEL J. TIERNEY JOHN E. WADE Recorder: NORMAN S. LOSK o Concerns ... affect the actuary as a practitioner? MR. NORMAN S. LOSK: Almost one year ago, an announcement was made ...- Authors: Norman S Losk, Michael Tierney, John E Wade
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Funding; Public Policy
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Message From the IRS
the sponsoring organizations, is Director, Employee s, Technical and Actuarial Division at the Internal ... as a way for taxpayers to put their facts on the table and because we are talking facts and circumstances ...- Authors: James E Holland, Ethan Kra, Martin Slate
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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View From The Internal Revenue Service IRS
distribution and the rank-and-file employee gets a life annuity, there is a significant difference in the value ... Revenue Ruling 86-48 extends Revenue Ruling 85-6's principles, which deal with 499 PANEL DISCUSSION ...- Authors: Ira Cohen, John M Finley, Leroy B Parks
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Public Policy
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Recent Rulings and Regulations Update - Late-Breaking Developments
pension plans, defined-benefit (DB) plans, and the annuity starting date, which is the "as of" date and not ... new definition of compensation under Section 414(s). The Service is currently thinking about establishing ...- 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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View From The Internal Revenue Service 'IRS'
traditional type of defined benefit plan that defines an annuity and then provides a discount rate based on the ... may be a continuing financial interest. MR. SAMUEL S. STANLEY: Has the IRS done any more thinking about ...- Authors: Ira Cohen, John M Finley, Leroy B Parks
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Corporate plans; Public Policy
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Section 401 k Plans - Why All The Fuss?
Section 401 k Plans - Why All The Fuss? This panel discussion, which occurred at the October ... Vice President, Meldinger Incorporated o Richard S. Hester, Sr., Vice President and Actuary, T.J. Kowalchuk ...- Authors: Peter M Kelly, Susan M Smith
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy