Description: This paper discusses a brief history of policy loans, a description of the problems being experienced by companies and possible solutions. A discussion of the paper follows. From Transactions of Society of Actuaries 1977, Vol. 29.

Description: This paper attempts to develop an actuarial rationalization for the governance of a mutual life insurance company. It addresses setting surplus targets, long term growth objectives, internal performance accounting, and mergers and acquisitions. A discussion of the paper follows. From Transactions of Society of Actuaries 1979, Vol. 31.

Description: An extension of a paper published in the 1952 Transactions by the same author, describing and classifying various funding methods for defined benefit pension plans. Followed by discussion papers submitted by several authors.