Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Recent Ruling and Regulations Update - Late-Breaking Developments
    (a)(4), 401 (a)(17), 401 (I), 410(b), 414(r), and 414(s). The effective date for compliancewith these sectionsis ... nsation is defined under regulationSection 1.414(s)-1 (d)(3). Anyway, collectivelythese are known as ...

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    • Authors: Joan Weiss, Martha Priddy Patterson
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Personal Financial Planning - Effects Of The Recent And Proposed Tax Legislation
    or whatever. They are designed to provide you annuity income at retirement age, and there- fore, no ... rules will change so that you can no longer get an annuity tax free for the first three years. The Senate ...

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    • Authors: Thomas Poppenhouse, Deborah Walker
    • Date: Jun 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Message from Your Uncle
    Message from Your Uncle 1994 SOA Meeting, San Antonio. This session gave Internal Revenue Service ... for single fund distribution, two joint survivor annuity issues, deduction limits for self-employed, and ...

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    • Authors: Kathryn G Marticello, John D Marshall, Harlan M Weller
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Full Funding Whiplash
    7Sth_ _oo,. Equities[] 50th [] Equi'des _.0 • $2.s $o.o ValuationYear We do not use a fixed discount ... decisions. 881 RECORD, VOLUME 18 MR. DONALD S. GRUBBS, JR.: I find the difference varies a little ...

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    • Authors: Kathleen A FitzPatrick, Donald S Grubbs, Matthew Sloan, Helen I Mildenhall, David Jakes, David E Ready
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy