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

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  • Forum for Consulting Actuaries
    retirement; or death. Even if a salary-projection table is used in the valuation, future salary in- creases ... payables by the C.P.A.). In many situations the C.P.A.'s function is merely to prepare the tax return. In ...

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    • Authors: James A Attwood, Application Administrator, M David R. Brown, George Brummer, Richard Daskais, Donald S Grubbs, Paul D Halliwell, Conrad Siegel, George V Stennes, Robert C Tookey, Charles Barry H. Watson, Franklin B Dana, Milton F Chauner, Frederick P Sloat
    • Date: Oct 1967
    • Competency: Professional Values>Public interest representation
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Pensions & Retirement>Pension accounting
  • Effects of ERISA on The Marketing And Administration Of Individual Policy Retirement Plans
    contract in the market place might be a no-load annuity contract guaranteeing 10% interest for i0 years ... requirements for "unbundling" our HR-10 and Tax Sheltered Annuity business. The increased reporting and disclosure ...

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    • Authors: Roger A Buckman, Paul D Halliwell, Christopher H Wain, Harold G Wiebke
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Corporate plans