Announcement: SOA releases March 2025 Exam FAM passing candidate numbers.

Refine your search
31 - 40 of 1835 results (0.38 seconds)
Sort By:
  • Life and Annuity Valuation Issues

    Life and Annuity Valuation Issues This session from the 1992 Valuation Actuary Symposium looks at issues concerned with Life and Annuity Valuation, specifically meeting the 50 States ...

    View Description

    • Authors: Errol Cramer, P Ware
    • Date: Jan 1992
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; 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 ...

    View Description

    • 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 ...

    View Description

    • 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 ...

    View Description

    • 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
  • 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 ...

    View Description

    • 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 ...

    View Description

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

    View Description

    • Authors: Samuel A Mitchell
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: 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 ...

    View Description

    • 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 ...

    View Description

    • 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 Impact of Family Structure on Spare Capacity and Health Care Utilization

    The Impact of Family Structure on Spare Capacity and Health Care Utilization This article is based on a third party administrator study and explores the relationships between family structure, ...

    View Description

    • Authors: Philip Castevens
    • Date: Jan 2014
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Health Watch
    • Topics: Public Policy; Public Policy