Announcement: SOA congratulates the new FSAs for June 2024.

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  • General
    General This general discussion looks at the results derived from the 15th International ... legislations adopted in Canada and proposed in the U.S. giving favorable tax treatment to pension contributions ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Individual Life Insurance and Annuities
    1957, North American Life introduced a deferred annuity policy which calls for a basic annual pre- mium ... nine times the basic premium in any policy year. Annuity conversion rates are guaranteed, and cash values ...

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    • Authors: Melvin D Bennett, John M Boermeester, Morris Chambers, Frank H David, Edward T Hill, Robert N Houser, Meno T Lake, John J Marcus, Archie R McCracken, Walter N Miller, John S Moyse, W Donald Patterson, Joseph A Schwarz, Frederic Seltzer, L Jefferson Stulce, Edwin B. Lancaster, Eugene F Porter, A T Haynes
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Life Insurance