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ERISA and Retirement Income Security: 50 Years Later
ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a ... a type of plan structured to provide the greatest degree of retirement income security, designed to pay ...- Authors: Mark Shemtob
- Date: Jun 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
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Digest of Panel Discussion on the Implications to Insurance of the 1954 Internal Revenue Code
Digest of Panel Discussion on the Implications to Insurance of the 1954 Internal Revenue Code The panel ... panel provided a basis for discussing the implications of the new tax code to life insurance and associated ...- Authors: Society of Actuaries, Meno T Lake, Ernest J Moorhead, Albert Pike, J Perham Stanley, William J November, Ray M Peterson, George R. Wallace, Edwin L Bartleson, Ralph J Walker, Application Administrator
- Date: Oct 1954
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Public Policy
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Getting Into the Act... Actuaries Address Tax Issues Head-On
Getting Into the Act... Actuaries Address Tax Issues Head-On Discusses why it is so important for actuaries ... issues with taxation of life insurance companies and products, and how to monitor the issues and get involved ...- Authors: James Reiskytl
- Date: Apr 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy
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A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling ... provides formal guidance on how to treat family term riders for purposes of the computational limit calculations ...- Authors: Edward Robbins
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Overview of Tax Changes
Overview of Tax Changes In session 115SM of the Washington Annual Meeting the speaker discusses the impact ... impact of recent tax law changes on the insurance business, and the implications for actuaries. From the ...- Authors: John Fenton, Steve Glaze
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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The Actuary Vol. 21, No. 8 An Answer To The Loan Dilemma
The Actuary Vol. 21, No. 8 An Answer To The Loan Dilemma This article discusses the impact on the policyholders ... policyholders and the insurance companies of the phase-out of the deductibility of policy loan interest ...- Authors: John W Keller
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
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Alternative XXX Model Regulations from a Federal Income Tax Perspective
discusses the the 1998 alternartive XXX model regulations and the potential tax impact on the definition ... definition of life insurance and on reserve deductions associated therewith. Insurance valuation tables;Secondary ...- Authors: James Reiskytl
- Date: Dec 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
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ACLI Update: Update on Noncoordinated Benefits
Update: Update on Noncoordinated Benefits Discussion of recent developments in the taxation of noncoordinated ... Memorandum and proposed triagency rulemaking that would impact non coordinated benefits. Taxes, Taxation By ...- Authors: Sarah Lashley, Regina Y Rose, Mandana Parsazad
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy; Public Policy; Public Policy; Public Policy; Health & Disability>Affordable Care Act (ACA)
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Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses the impact of changes ... Revenue Code Section 7702 by the ConsolidatedAppropriations Act, 2021. The Consolidated Appropriations ...- Authors: Brian King, Craig R Springfield, Robert A Fishbein
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
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PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts ... qualified retirement plans, and annuity issuers are left without any published guidance on when annuity ...- Authors: Mark E Griffin
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy