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  • Investment Policy In A Changing Economy
    statutory position is paramount because of its direct impact on the basic business of the company. ... which ultimately means the board of directors, has primary responsibility for choosing investment policies ...

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    • Authors: Donald D Cody, William A Dreher, Irwin T Vanderhoof, Allan B. Roby
    • Date: Apr 1976
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investments
  • Generally Accepted Accounting Principles: Implications for Mutual Insurance Holding Companies and Demutualizations
    variation than reserves are and, thus, require much more care in determination and analysis, especially for ... of the business. An obvious point is that much care needs to be taken with DAC unlocking, especially ...

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    • Authors: Alan Brinkman, Jason Morton, Ed Morrissey
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Individual Annuities
    purpose, which is guaranteed retirement income. Care should be taken in issuing large contracts (e.g ... deferred annuities (FPA). To avoid duplication, I will direct my remarks to an overview of FPA contracts currently ...

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    • Authors: John Fritz, Howard H Kayton, Steven R Linney, Richard A Swift
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Public Policy
  • Economic Capital
    bottom-line-risk-adjusted returns. Therefore, the primary objective of ING Institutional Markets is to maximize ... feels that EC allows the board to manage its two primary objectives—capital protection and capital deployment ...

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    • Authors: Dennis Lauzon, Hubert B Mueller, Ellen Woodruff
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Economic capital
  • Individual Tax Qualified Products
    IRA's are not being met with great success. The primary concern is that the maximum contribution with respect ... profitability of a block of flexible annuity business, we care more about the net of the gains and losses than ...

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    • Authors: Gilbert V I Fitzhugh, Robert J Ingram, Verne J Arends, O David Green
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Individual Annuities
    which, I think, the life insurance business must care- fully consider. The next chapter arose in the ... rule also has some language that says, if the primary business of the insurance company is selling these ...

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    • Authors: Edward H Baker, Samuel H Turner, William T Gibb, Jack P Barger
    • Date: May 1978
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Public Policy
  • Financial Management Of Defined Benefits Plans
    pension plans as well as managing corporations. The primary theme of the article is in these sentences: "The ... am talking of multinationals) will say, "I don't care where the plan is--I want a trust fund." Well, that's ...

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    • Authors: Thomas P Bleakney, J Bruce MacDonald, Virginia W Richter, Charles Barry H. Watson
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Pensions & Retirement>Defined benefit plans
  • Tax Issues
    seriousmatter of policyholderrelations,companiesmust take care becausethe IRS has plenty of authority to inflictcompany ... out there alone. On the other hand, remember the primary rule, and that is, be reasonable. If the crowd's ...

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    • Authors: Application Administrator, Bruce Booker, Douglas N Hertz
    • Date: Jun 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Global Investing
    itself. We no doubt have many actuaries whose primary interest is with pension funds while others focus ... these portfolios? First of all, Portfolio 1, is the direct investment in long Canada bonds. Our second portfolio ...

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    • Authors: James A Creighton, Anthony Dardis, Blake R Grossman
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives
  • Risk-Based Capital
    many of them are captive reinsurers that do not do direct 1713 RECORD, VOLUME 18 business. The second ... as to the contri- bution to the national health care crisis. • Restructurings of investment, reinsurance ...

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    • Authors: Robert J Callahan, Cande Olsen, James Reiskytl, Michael Albanese
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments