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  • 7702A Reduction in Benefits Testing: A Simplified Approach

    7702A Reduction in Benefits Testing: A Simplified Approach This article poses an equivalent alternative method of conducting Reduction in Benefit Testing. Such a method may benefit companies by ...

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    • Authors: Larry Hersh
    • Date: Feb 2022
  • irs-product-corrections-rulings-basis

    This webcast offers “must know” information and differing perspectives on key IRS procedures that can be utilized by insurance companies to address complex tax issues and situations. 26297 1018 ...

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    • Authors: Jean Baxley, Jeffrey Stabach, Daniela Stoia, Katy Sneade, Larry Hersh
    • Date: May 2024
    • Competency: Results-Oriented Solutions
    • Topics: Actuarial Profession; Annuities; Life Insurance; Long-term Care
  • 7702A Reduction in Benefits Testing: A Simplified Approach

    7702A Reduction in Benefits Testing: A Simplified Approach This article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided for ...

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    • Authors: Larry Hersh
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy