Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • Federal Insurance Contributions Act 'FICA' Tax on Supplemental Executive Retirement Plan 'SERPA' Accruals: Pay It Now or Later?
    Federal Insurance Contributions Act 'FICA' Tax on Supplemental Executive Retirement Plan 'SERPA' Accruals: Pay It Now or Later? Presented at October 1996 Annual Meeting.

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    • Authors: Jeffrey Groves, Duke Miles
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Perspectives from Anna:Responding to Challenges ....
    Perspectives from Anna:Responding to Challenges .... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
  • The Actuary Vol. 12, No. 7 The Pensions Scene In Canada
    The Actuary Vol. 12, No. 7 The Pensions Scene In Canada Article The Pensions Scene In Canada by Ezra in The Actuary, September 1978, Volume 12, Number 7 Demographics;Pension benefits;Pension ...

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    • Authors: D Don Ezra
    • Date: Sep 1978
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Public Policy
  • Social Security Changes for 2016
    Social Security Changes for 2016 Description of program parameters for next year. Social Security ;Pensions;Regulations 6442465858 1/1/2016 12:00:00 AM ...

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    • Authors: Bruce Schobel
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans
  • Minimum Funding Under General Agreement on Tariffs & Trade
    Minimum Funding Under General Agreement on Tariffs & Trade Presented at June 1996 Spring Meeting. Discusses minimum pension funding rules under GATT, aka the Retirement Protection Act.

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    • Authors: Bruce Cadenhead
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Completing the 1995 Schedule B
    Completing the 1995 Schedule B Presented at June 1996 Spring Meeting. This session presents a line-by-line discussion of the re-designed 1995 Schedule B, including a brief discussion of issues ...

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    • Authors: Neil A Parmenter, David R Jarrett
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • United States Pension Topics - Late-Breaking Developments
    United States Pension Topics - Late-Breaking Developments This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The ...

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    • Authors: Arnold Shapiro, Harry Conaway
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • Funded Status Measurements for U.S. Pensions
    Funded Status Measurements for U.S. Pensions Understanding U.S. defined-benefit plan annual funding notice definitions and what they are meant to represent is a key to understanding how “healthy” ...

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    • Authors: Zorast Wadia
    • Date: May 2013
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension legislation and regulation
  • The Actuary: The Manhart Case
    The Actuary: The Manhart Case Article The Manhart Case by Webster, September 1978, Volume 12, Number 7 Annuities;Annuity valuation;Pension legislation;Pension policy;Pension reform; 11979 9/1/ ...

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    • Authors: Andrew C Webster
    • Date: Sep 1978
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Ethics; Pensions & Retirement>Pension legislation and regulation