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  • Editorial - Beyond The Numbers
    Editorial - Beyond The Numbers A discussion of the role and responsibilities of actuaries beyond crunching numbers American Academy of Actuaries=AAA;Assumptions;National Association of Insurance ...

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    • Authors: Ken McCullum
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Ethics; Public Policy
  • Comments on "report on communicating the Financial Health of Public Pension Plans"
    Comments on "report on communicating the Financial Health of Public Pension Plans" Responding to Sandy Mackenzie's "Report", these comments primarily suggest ...

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    • Authors: William R Hallmark
    • Date: Jan 2017
    • Competency: Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Public sector plans; Public Policy
  • IRS LB&I Division Issues Guidance to Examiners on the Codified Economic Substance Doctrine
    IRS LB&I Division Issues Guidance to Examiners on the Codified Economic Substance Doctrine In March 2010, Congress codified the judicial economic substance doctrine in an effort to raise ...

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    • Authors: Samuel A Mitchell
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • ACLI Update Column
    ACLI Update Column ACLI's comments to Treasury and IRS on industry-related guidance. Internal Revenue Service=IRS;Taxes=Taxation 6442478975 10/1/2017 12:00:00 AM ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Oct 2017
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Legislative Developments
    Legislative Developments This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary ...

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    • Authors: Albert Pike
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Social Security Reports - The Trust Funds
    Social Security Reports - The Trust Funds On May 16th, the Social Security Boards of Trustees sent to the Congress the three annual reports OASDI, HI, and SMI. These reports present cost ...

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    • Authors: Francisco Bayo
    • Date: Jun 1978
    • Competency: Communication>Written communication; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Health economics; Public Policy; Social Insurance>Government-funded healthcare; Social Insurance>Social Security
  • The Actuary Vol. 12, No. 7 The Pensions Scene In Canada
    The Actuary Vol. 12, No. 7 The Pensions Scene In Canada Article The Pensions Scene In Canada by Ezra in The Actuary, September 1978, Volume 12, Number 7 Demographics;Pension benefits;Pension ...

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    • Authors: D Don Ezra
    • Date: Sep 1978
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Public Policy
  • The Actuary October/November 2015
    The Actuary October/November 2015 The October/November 2015 edition of The Actuary magazine—the Society of Actuaries’ flagship publication. Actuarial publication;actuary;The Actuary 6442463912 10 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2015
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers; Public Policy
  • Tax Implications of Applying Principles-Based Reserves Retroactively
    Tax Implications of Applying Principles-Based Reserves Retroactively This article explores the complexities and potential problems with respect to tax reserves that could result from a ...

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    • Authors: Kory Olsen
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy