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  • Meeting of the Reinsurance Section
    Meeting of the Reinsurance Section This document summarizes a meeting of the Reinsurance Section that occurred at the October 1982 Society of Actuaries annual Meeting in Washington D.C. The ...

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    • Authors: Johanna B Becker, Gottfried O Berger, Sue Collins, Garry Eckard, David Holland, Trevor Howes, Joseph F Kolodney, Robin B Leckie, Denis W Loring, Lawrence Lubin, Edward B Martin, Robert W Maull, Peter B Patterson, Herman H Schmit, Lawrence Silkes, Courtland C Smith, William K Tyler, Irwin T Vanderhoof, David M Welsh, Melville J Young, Michael R. Winn
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Public Policy; Reinsurance
  • Deregulation Of Financial Industries
    Deregulation Of Financial Industries This session from the 1984 SOA Atlanta Meeting covers the deregulation that has already occurred within financial industries including banking regulations ...

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    • Authors: Charles H Eggleston, Regina V Rohner, Michael J Rosen, Lewis P Roth, Robert Shapiro, Bradley M Smith
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Options And Futures - A Teaching Session
    Options And Futures - A Teaching Session This session from the 1984 SOA Salt Lake City Meeting is a teaching session on futures and options, the applications for them, the roles as a strategy ...

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    • Authors: Robert W Crispin, David M Dunford, David P Jacob, James A Tilley
    • Date: May 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; 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
  • 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
  • The Open Transaction Doctrine Applies to the Sale of Stock of a Demutualized Life Insurer in Fisher, But Should It?
    The Open Transaction Doctrine Applies to the Sale of Stock of a Demutualized Life Insurer in Fisher, But Should It? A discussion of the Open Transaction Doctrine and how it was applied to prevent ...

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    • Authors: Emanuel Burnstein
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy