Announcement: Access the latest SOA updates on COVID-19 at SOA.org/covid-19.

Due to unusually high email volume in Customer Service, you may experience a longer response time than usual. We apologize for any inconvenience this may cause.

Refine your search
1 - 10 of 125 results (0.27 seconds)
Sort By:
  • Federal Health Care Reform: Excise Tax on High-Cost Employer Plans
    Federal Health Care Reform: Excise Tax on High-Cost Employer Plans The actuarial committee that authored ... Behavioral economics;Group health plans;Health care reform;Scenario generation=Scenario generators=Economic ...

    View Description

    • Authors: Lawrence McCarthy, R Vance, Joseph Badalamenti, Sara Teppema, David M Tuomala, Ruby S Kao
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Health & Disability>Health insurance; Public Policy
  • Whither the Variable Annuity?
    Whither the Variable Annuity? A discussion of how the tax law changes of 2003 might ... variable annuity business relative to mutual funds and direct investments in dividend paying equities. Guaranteed ...

    View Description

    • Authors: Douglas A Eckley
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities; Public Policy
  • Debate: Defined-Benefit Plans, Why Bother
    Debate: Defined-Benefit Plans, Why Bother This panel discussion is from the 1991 Meeting of the ... the role of the Internal Revenue Service as the primary regulator of pension plans. From the Record of ...

    View Description

    • Authors: Phillip Geoffrey Alistair Cammidge, Richard S Raskin, Adam J Reese
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Public Policy; Public Policy
  • ACLI Update Column
    ACLI Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on ... combined annuity and long-term care contracts Life insurance;Long-term care=LTC;Taxes=Taxation; 11607 ...

    View Description

    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • From the Chair
    From the Chair A discussion about the taxation of life insurance companies and affiliated products ... ramifications it has annuity contracts and long-term care. Principles-based reserves=PBR;Taxes=Taxation; ...

    View Description

    • Authors: Christian J DesRochers
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update Column - Regulatory Developments
    exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the applicability ... Annuities;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 4294977743 2/1/2012 ...

    View Description

    • Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Conversations with Your Uncle
    2. Social Security issues. 3. Health care issues. 4. Title I issues. 5. Broad ... plans;Employee Retirement Income Security Act=ERISA;Health care reform;Internal Revenue Service=IRS;Pension Benefit ...

    View Description

    • Authors: Steven Bryson, Kathryn G Marticello, Harlan M Weller
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy; Public Policy
  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits Articles on IRS private letter rulings on combination products, IRS treatment ... insurance;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 11588 9/1/2009 ...

    View Description

    • Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy; Reinsurance
  • Flexible Benefits Update
    considerations in a flexible benefit environment, managed care and flexible benefits, and meeting the challenges ... benefit plans;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation;Underwriting; 16479 ...

    View Description

    • Authors: Richard C Dreyfuss, Paul R Fleischacker, Allan Gold, Thomas Parciak, Hugh Larson
    • Date: Jun 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Life Insurance>Group plans - Life Insurance; Public Policy
  • IRS Issues Guidance and Seeks Comments on LTC Insurance Product Issues
    IRS Issues Guidance and Seeks Comments on LTC Insurance Product Issues On ... issues related to Long Term Care products, combination products and long term care riders to annuities. Annuities;Internal ...

    View Description

    • Authors: Craig R Springfield, Bryan W Keene
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Long-term Care>Long-term care insurance; Public Policy