Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • “Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees
    2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees Summary of the CPRNR 2015 ... 2015 Risk Survey and Focus Groups Retirement planning;Middle market;Inflation;Retiree medical 6442471089 ...

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    • Authors: Cynthia Levering
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Considerations for Surplus Determination under ACA
    Considerations for Surplus Determination under ACA Discussion of the impact of the ... ACA Discussion of the impact of the ACA on RBS and required surplus for a health plan Risk-based capital=RBC;Patient ...

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    • Authors: Daniel Pribe, Richard Tash, David M Tuomala
    • Date: May 2014
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy
  • Impact of CLASS or “Son-of-CLASS” Act
    Impact of CLASS or “Son-of-CLASS” Act A discussion of the positive and negative impact of the CLASS ... CLASS Act on the long term care insurance industry. American Academy of Actuaries=AAA;CLASS Act; 9984 12/1/2009 ...

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    • Authors: Jesse Slome
    • Date: Dec 2009
    • Competency: Communication>Persuasive communication; Leadership>Thought leadership
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance; Public Policy
  • Solutions for Addressing Longer Life Expectancies in Retirement
    Solutions for Addressing Longer Life Expectancies in Retirement Highlights of the 2014 Living ... in Retirement Highlights of the 2014 Living to 100 Symposium. Phased retirement;Longevity risk;Retirement ...

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    • Authors: R. Dale Hall
    • Date: Apr 2014
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity
  • Committee on Post Retirement Needs and Risks
    Committee on Post Retirement Needs and Risks Article discusses how middle class Americans are doing ... saving for retirement, sources of incomes and results of the Survey of Consumer Finances. Retirement income;pension ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Retirement is about More than Money
    Retirement is about More than Money This interview provides information on Retirement Health and Happiness ... Happiness, the first in a new series of publications designed to improve retirement literacy. Wellness;Retirement ...

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • A Portfolio Approach to Retirement Income Security
    A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified ... diversified portfolios of retirement income, allocating among various retirement income classes that include ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Good Research Reads
    Good Research Reads Recently completed experience and research studies from the SOA. ... Recently completed experience and research studies from the SOA. Mortality;Long-term care;Mortality rates;Mortality ...

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    • Authors: Society of Actuaries
    • Date: Jan 2015
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Experience Studies & Data>Mortality; Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Zika Virus: The Insurance Perspective
    Zika Virus: The Insurance Perspective The recent outbreak of the Zika virus (ZIKV) in Brazil and in ... other countries and territories is a stark reminder of the risks associated with new, emerging and reemerging ...

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    • Authors: Daniel D Zimmerman
    • Date: Mar 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Reinsurance News
    • Topics: Health & Disability>Health risks
  • Designing and Communicating Retirement Plans for "Humans"
    and Communicating Retirement Plans for "Humans" This essay advocates that the transition from ... sponsors offer programs of retirement income in their DC plans. The essay discusses the relevant actuarial ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation