News
  • CONTINUING INTEREST DECLINE TO WORSEN EFFECT OF THE AMENDED IAS 19Reference interest rates continue to decline. As of September 29, 2012, the yield-to-maturity rate of government securities maturing in 15 years is 5.17% down by 0.38% (38 basis points) from 5.59% as of the end of last year.Read More
  • iSOLVE MULTI-EMPLOYER RETIREMENT PLAN NOW OPEN FOR PARTICIPATIONThis BIR-qualified plan provides retirement and involuntary separation benefits equivalent to 100% of monthly salary per year of service as well as vesting benefits starting at 5 years of service. It also has a built-in insurance program.Read More
  • FADRI CONDUCTS IAS 19 SEMINAR TO ACTUARIESLyndon F. Fadri, ActuarialExponents’ Chief Consultant, conducted a seminar on Employee Benefits Accounting to fellow actuarial professionals.Read More
  • 2013 OFFICIAL HOLIDAYSHolidays in 2013Read More
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Downloads 
Client Information
  1  Client Information Form   Download  7/12/2010
Corporate Profile
  2  Corporate Profile of ActuarialExponents   Download  9/19/2012
iSOLVE Multi-Employer Retirement Plan
  3  Rules and regulations of the iSolve Multi-Employer Plan   Download  9/19/2012
  4  Group Life Insurance Contract   Download  9/20/2012
New BIR Issuances re Employee Benefits
  5  RR No. 17-2011: PERA Tax Rules   Download  3/12/2012
  6  RMO 26-2011: Death and Disability Benefits   Download  8/9/2011
  7  RMC No 27-2011 Excess Contributions (SSS, GSIS, etc.)   Download  8/3/2011
  8  RR 5-2011: De Minimis Benefits   Download  8/3/2011
Presentations
  9  Suggested Setup Presentation to Management   Download  5/23/2011
Retirement-Related Laws & Regulations
  10  Republic Act 7641 (Minimum Retirement Benefit Law)   Download  8/9/2011
  11  PERA Act of 2008   Download  12/8/2009
  12  Revenue Regulations No. 11-2001   Download  12/7/2009
  13  Revenue Regulations No. 1-83   Download  12/7/2009
  14  Revenue Regulations No. 1-68   Download  12/7/2009
  15  NLRC Case Re R.A.7641   Download  12/7/2009
  16  DOLE Advisory On R.A. 7641   Download  12/7/2009
  17  DOLE Circular on R.A. 7641   Download  12/7/2009
  18  Republic Act 4917 (Retirement Program Tax Qualification)   Download  12/7/2009
Survey Forms
  19  Template for the Group Life Insurance Program Survey   Download  5/8/2010