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

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  • Level of OASDI Trust Fund Assets Needed to Compensate for Adverse Contingencies
    tuary, Social Security Administration. TABLE 1 PRIMARY ECONOMIC ASSUMPTIONS UNDER ALTERNATIVE II-B, 1990 ... model. Note that variations in only the three primary economic factors (wage increases, benefit increases ...

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    • Authors: Richard Foster
    • Date: Oct 1993
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Funding; Social Insurance>Social Security
  • Federal Income Tax Impact On Product Design And Cost
    it limited to 15 percent. The stock companies' primary argument about the bill was that the segment balance ... marketplace with the same level of tax. Both lost their primary arguments. However, the industry came out pretty ...

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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
  • Report of the Society of Actuaries Group Life Insurance Experience Committee
    Report of the Society of Actuaries Group Life Insurance Experience Committee Results of the ... number of factors that we were not able to study. Care should be exercised in applying the results of this ...

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    • Authors: Application Administrator
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Experience Studies & Data>Disability; Experience Studies & Data>Mortality
  • Setting the Standards - The Actuarial Standards Board 'ASB' and the Canadian Institute of Actuaries
    6 RECORD, Volume 22 We’ve discussed the primary methods used in selecting economic assumptions ... for an ongoing plan valuation for example. So a primary factor in selecting the investment return is your ...

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    • Authors: Edward E Burrows, Heidi Rackley
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Pension accounting
  • Lessons Learned from 25 Years of Equity Guarantees
    Lessons Learned from 25 Years of Equity Guarantees Recaps the evolution of VA products and ... increased customer demand for longevity, health care, LTC or other protections to be included in retirement ...

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    • Authors: Ari Lindner
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations
  • Taking Stock: Is The Efficient Market Hypothesis In Trouble?
    Taking Stock: Is The Efficient Market Hypothesis In Trouble? This article explores ... hedging the same investment nor were there reasons to care, since the markets were considered deep with sufficient ...

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    • Authors: Nino A Boezio
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Economics>Behavioral economics; Economics>Financial markets
  • Effects Of The Economic Recovery Tax Act Of 1981
    Effects Of The Economic Recovery Tax Act Of 1981 This meeting session, which occurred at the ... most active. Most of the advertising has been in direct communi- cation to current customers. Most likely ...

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    • Authors: Harper L Garrett, Gene A Goldman, Gary A Pines, James B Terry, Clifford R Jones, Jeff R Hart
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Legal Notes
    Legal Notes Topics and cases discussed include: Pension Plan Tort Liability for Incomplete Information: ... Treasurer was required to exercise the highest care, vigilance and diligence to prevent loss and that ...

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    • Authors: B. M. Anderson
    • Date: Apr 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Public Policy
  • Rev. Rul. 2014-15: The Requirement of Risk Distribution, the Law of Unintended Consequences, and New Questions to Consider in Funding Retiree Health Benefits
    Rev. Rul. 2014-15: The Requirement of Risk Distribution, the Law of Unintended Consequences, and ... agreement? Would the ruling treat the Affordable Care Act employer mandate as an obligation to provide ...

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    • Authors: Mark Smith
    • Date: Oct 2014
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Taxing Times
    • Topics: Economics>Health economics; Financial Reporting & Accounting>Tax accounting
  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System
    213, holding that certain reserves for long-term care insurance contracts are life insurance reserves ... standard mortality or morbidity tables for long-term care insurance, so that, as the IRS’s ruling recognizes ...

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    • Authors: Application Administrator, Joseph F McKeever
    • 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