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  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • Federal Income Tax: Policyholder Issues
    Federal Income Tax: Policyholder Issues This session discussion is about Federal Income Tax, policy ... Society of Actuaries Vol. 15, No. 2. Long-term care=LTC;Mortality rates=Mortality tables=Death rates ...

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    • Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Federal Income Tax On Life Insurance Companies
    which it has responsibility for preparing. The primary purpose for estab- lishing the division was to ... The departmental split tries to recognize the direct source of a deduction. Our tax base has always ...

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    • Authors: John S Fry, Gilbert W Hart, Robert H Jordan, Peter W Plumley, Harry D. Garber, John C Fraser, William J November, B Franklin Blair
    • Date: Jan 1962
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Recent Rulings and Regulations Update - Late-Breaking Developments
    condition of qualification, that plans provide for direct rollover to another eligible retirement plan as ... ments of 401 (a)(31). It requires plans to provide direct trustee to trustee rollovers. The crucial element ...

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    • Authors: Kathryn G Marticello, Carol D Gold, Harry Conaway
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
    cover not only a spouse or a child, but also the primary insured under the policy. That is our issue today ... up is although we have term insurance on the primary insured, is this family term insurance QAB, which ...

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    • Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Federal Income Taxes - Insured And Annuitant Perspective
    level playing fields, and stock/mutual was the primary field it was concerned about. The stock companies ... loans and withdrawals is just about as bad as a direct tax on inside build-up. Others take a more moderate ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Employee Benefits Taxation - Future Outlook
    designing nonqualified supplemental plans to take care of their executives. In the area of special rules ... benefits. Employees, employers, insurers, and health care providers were just getting geared up for a massive ...

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    • Authors: Adrian A Collins, Vincent W Donnelly, H Robert Epley, Gary T Hallenbeck, Arnold J Hoffmann
    • Date: Apr 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Pensions & Retirement>Corporate plans; Public Policy
  • Effect of Taxation in the 1980's
    there may be a required capitalization of some direct acquisi- tion expenses should they exceed 100% ... failing to qualify as life companies. Would you care to expand on the sig- nificance of that? MR. ABBOT: ...

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    • Authors: Quincy S Abbot, Richard S Robertson, Louis Weisz
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Public Policy