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Individual Policy Pension Test
Individual Policy Pension Test This panel discussion from the 1977 SOA Meeting focuses ... professional corporations, where the participants are in direct control of their own compensation, how would the ...- Authors: Lynd T Blatchford, James A King
- Date: Jan 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Mergers and Acquisitions
to the purchase price, that it not be terribly direct. 1795 RECORD, VOLUME 18 MR. GULLIVER: I don't ... basically suggests that if the parties make too direct a link between the asset transfer deal and the ...- Authors: William Gulliver, Douglas J Tormey
- Date: Oct 1992
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
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Current IRA United States and RRSP Canada Developments
Current IRA United States and RRSP Canada Developments This session of the 1976 SOA Spring ... LONG-TERM INTEREST GUARANTEES MR. SMITH: One of the primary requirements for an IRA to be competitive with ...- Authors: W Michael Carter, Clayton L Jackson, Arnold J Shell, Michael L Smith, Harold G Wiebke
- Date: May 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Plan Termination Issues
individual checks? Does it have a fecilit¥ for direct deposit? We're seeing more and more usage of these ... Forms of disbursement for retirees (bulk deposit, direct deposit, etc.) b, 800 number for participant questions ...- Authors: Ronald Gebhardtsbauer, Mary S Riebold, Larry D Zimpleman, Jeffrey J Csima
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Recent Ruling and Regulations Update - Late-Breaking Developments
different answers that may not really, fully take care of our problems in determining whether or not this ... bankruptcy judge looks down on them and says, "1 don't care about that, I only look at the bankruptcy code and ...- 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
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Individual Tax Qualified Products
Individual Tax Qualified Products This panel discussion looks at individual tax qualified products. ... with everything up front, it is hard to avoid direct comparison, there are some conelderations which ...- Authors: Dwight K Bartlett, Kenneth T Clark, FREDERICK J THOMPSON, Wilson H Scott
- Date: May 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Pricing - Annuities; Pensions & Retirement
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Not Gone But Forgotten
you have that definition, there needs to be some care in designing the factors that are used to convert ... SMITH: What are we trying to approve? Why do we care about this? What is this letting us do? MR. SEGAL: ...- Authors: Donald Segal, Susan M Smith, Abbey L Keppler
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy
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Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of ... where the policyholder or the plan sponsor has the direct ownership of the assets supporting their investment ...- Authors: Gregory Alan Bishop, Paul Zeisler, Kevin A Ceurvorst, Philip J Suess, Sharon Novickas
- Date: May 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 ... insurance, one of the matters that needed to be taken care of after 30 years or so was an up-dating of the ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Nondiscrimination Issues - Basic
Nondiscrimination Issues - Basic This presentation is a panel discussion from the 1991 Meeting ... met. You can't pass a safe harbor if you have a primary insurance amount offset plan. Many plans either ...- Authors: Stephen A Alpert, Lawrence J Sher, Michael I Wiesner
- Date: Jun 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Public Policy