News
  • More: (1 of 7)
Downloads 
Client Information
  Client Information Form   Download  7/12/2010
Corporate Profile
  ActuarialExponents Corporate Profile   Download  11/6/2014
New BIR Issuances re Employee Benefits
  RR No. 17-2011: PERA Tax Rules   Download  3/12/2012
  RMO 26-2011: Death and Disability Benefits   Download  8/9/2011
  RMC No 27-2011 Excess Contributions (SSS, GSIS, etc.)   Download  8/3/2011
  RR 5-2011: De Minimis Benefits   Download  8/3/2011
Presentations
  Suggested Setup Presentation to Management   Download  5/23/2011
Retirement-Related Laws & Regulations
  Republic Act 7641 (Minimum Retirement Benefit Law)   Download  8/9/2011
  PERA Act of 2008   Download  12/8/2009
  10  Revenue Regulations No. 11-2001   Download  12/7/2009
  11  Revenue Regulations No. 1-83   Download  12/7/2009
  12  Revenue Regulations No. 1-68   Download  12/7/2009
  13  NLRC Case Re R.A.7641   Download  12/7/2009
  14  DOLE Advisory On R.A. 7641   Download  12/7/2009
  15  DOLE Circular on R.A. 7641   Download  12/7/2009
  16  Republic Act 4917 (Retirement Program Tax Qualification)   Download  12/7/2009
Studies
  17  Seasonality of Medical Claims   Download  11/7/2014
Survey Forms
  18  Template for the Group Life Insurance Program Survey   Download  5/8/2010
Surveys
  19  2013 Retirement Program Survey   Download  9/26/2015
  20  2010-2011 Investment Performance Survey Results   Download  11/6/2014
  21  2012 Retirement Program Survey   Download  11/6/2014
  22  2012 Investment Performance Survey Results   Download  11/6/2014