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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting. Discusses the new regulatory requirements, including the invention of an illustration ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Learn more about outsourcing employee benefit services
    Learn more about outsourcing employee benefit services Provides a summary of key points from the ERISA Advisory Council Report on Outsourcing (2014). The report provides interesting and important ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Management skills; Public Policy; Technology & Applications>Software
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Reserve Criteria under Section 818c
    Reserve Criteria under Section 818c Section 818c of the Life Insurance Company Income Tax Act of 1959 provides, for companies holding other than net level premium reserves, a choice of ...

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    • Authors: Robert C Tookey, Harwood Rosser
    • Date: Jun 1962
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Ask The Experts
    Ask The Experts From a session at the 2001 Valuation Actuary Symposium, held in Lake Buena Vista, Florida, November 29-30, 2001 Presents questions to actuaries who are experts in the field of ...

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    • Authors: Frank M Amrine, Andrew Bodine, Armand de Palo, Mark Freedman, Charles D Friedstat, James P Greaton, Meredith Ratajczak, William J Schreiner, Stephen N Steinig
    • Date: Nov 2001
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Public Policy
  • State Variations and Their Impacts on Valuations
    State Variations and Their Impacts on Valuations Presented at June 1996 Spring Meeting. Panelists discuss the impacts on preparing reserves and an Actuarial Opinion and Memorandum caused by ...

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    • Authors: Larry M Gorski, Shirley Hwei-Chung Shao, Lauren M Bloom
    • Date: Jun 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Federal Income Tax
    Federal Income Tax This discussion looks at how the allocation of income tax by line of business is handled, how tax liability may be estimated for annual statement purposes and if it has been ...

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    • Authors: William L Barber, Glenn O Head, J Stanley Hill, Graham C Thompson
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Public Policy
  • Federal Income Tax Impact On Product Design And Cost
    Federal Income Tax Impact On Product Design And Cost Presented at April 1985 April Meeting. This session discussed: Annuities, Non-participating life products, Participating life products, ...

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    • Authors: Jay Jaffe, Hsien-Ming K Keh, Andrew M Kerstein, Sidney A LeBlanc, Randall Mire
    • Date: Apr 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Policy Implications of Aging for Canadian Health Care and Retirement Programs
    Retirement Implications of Demographic and Family Change Symposium Monograph: Policy Implications of Aging for Canadian Health Care and Retirement Programs This paper examines how the costs in ...

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    • Authors: Application Administrator
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Public Policy; Social Insurance
  • Letter From the Editor
    Letter From the Editor Brief description of articles contained in the newsletter. Public sector pension plans;Social Security;Health care reform;Taxes=Taxation;Pension plan costs;Public employee ...

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    • Authors: Jeffery Rykhus
    • Date: Jan 2016
    • Competency: Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: In The Public Interest
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Public sector plans; Public Policy