Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

1 - 1 of 1 results (0.38 seconds)
Sort By:
  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
    IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 ... largest as- set = 61% 55% limit = yes Asset #2 $150 17% top 2 as- sets = 78% 70% limit = yes Asset #3 ...

    View Description

    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting