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  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding ... made. However, Notice 2004-61 does not contain any direct statements identifying what such modifications ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Investment Risk and the Limits of Insurance
    Investment Risk and the Limits of Insurance The Tidbit summarizes LTRs 201609008 and 201613016 ... may have influ- enced the IRS’ conclusions. The primary issue in the determination letters was whether ...

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    • Authors: Patrick Tricker
    • Date: Jun 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Planning Today for Tomorrow’s Retirement
    Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system ... report to the Ranking Member, Subcommittee on Primary Health and Retirement Security, Committee on Health ...

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    • Authors: Zenaida Samaniego
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy; Social Insurance
  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a ... Treasury security is defined as “a security the direct obligor of which is the United States Treasury ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy
  • Inside the IRS: An Interview with William J. Wilkins
    Inside the IRS: An Interview with William J. Wilkins An interview with William J. Wilkins, Chief Counsel ... Guidance on annuity contracts with a long- term care insurance feature under §§72 and 7702B. 10.

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    • Authors: Christian J DesRochers
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Legal Notes
    Legal Notes This paper discusses the following cases: Rudolph V. United States- concerning ... Court distinguished between the attempt to create primary liability in this manner and waiver or estoppel ...

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    • Authors: B. M. Anderson
    • Date: Oct 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Public Policy; Public Policy
  • Legal Notes
    Legal Notes This section presents multiple insurance-related legal cases from 1954: 1. AVIATION ... position that this being a private contract its primary search was for the intent of the parties. The ...

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    • Authors: B. M. Anderson
    • Date: Apr 1954
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Claims - Life Insurance; Public Policy; Public Policy
  • PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS?
    PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS? A discussion of ... 1997) (concluding that if a term rider on the primary insured continues until age 95 or later, then it ...

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    • Authors: Daniela Stoia, Joseph F McKeever
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Variable Annuity Hedging Directive – A Long and Winding Road
    Variable Annuity Hedging Directive – A Long and Winding Road This article outlines the ... derivative markets. Derivatives can have either a direct or inverse relationship with the underlying investment ...

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    • Authors: Timothy Branch
    • Date: Oct 2014
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Derivatives; Financial Reporting & Accounting>Tax accounting; Public Policy
  • Reports on Topics of Interest
    Reports on Topics of Interest Topics include: 1. Formation of the American Academy of Actuaries ... if death should be determined to have been the direct result of an injury or disease in- curred while ...

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    • Authors: Albert Pike, Henry F Rood
    • Date: Oct 1965
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations; Public Policy
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