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

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  • Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities
    separate accounts supporting nonqualified variable annuity and life insurance contracts, the statute was ... was amended in 1988 to make clear that each U.S. government agency or instrumental- ity was to be treated ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Mar 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Finance & Investments; Pensions & Retirement
  • Financial Education: Employer Trends, Liability and Considerations
    will adopt the new proposal with the January 1, 2000, effective date. It is still possible that they ... similar results as adopting the 95 Reg on January 1, 2000. The only difference is that companies will eventually ...

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    • Authors: Rick Storms
    • Date: Dec 1998
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Finance & Investments; Pensions & Retirement