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  • Employers Should Consider a Single Plan Document
    combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary ... salary deferrals funded by the employees Defined benefit plans=DB plans;Defined contribution plans=DC ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The SOA Predictive Analytics Certificate Helped Me Advance Professionally and Personally: Winnie Liu, FSA, FCIA
    The SOA Predictive Analytics Certificate Helped Me Advance Professionally and Personally: Winnie Liu ... If anyone is a paradigm of the notion that learning never stops, it’s Head of Actuarial Modeling and Experience ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • How to Turn Suspects Into Prospects
    VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Predictive Analytics Case Study: David Sotelo, FSA, MAAA
    a decade of traditional actuarial work in health care, David Sotelo was seeking a new kind of opportunity ... opportunity to make an impact. He found it at Collective Health, where he works with a team of actuaries and data ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • 2018 Kaggle Involvement Program Winners
    Program Winners The Society of Actuaries (SOA) is pleased to recognize the winners of the 2018 Kaggle Involvement ... lending practices. During the 2018 program, 11 members placed in the top 10 percent of their challenges. Additionally ...

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    • Authors: Society of Actuaries
    • Date: Oct 2017
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • Charting Change Behavior where Change is Constant: Patrick Getzen, FSA, MAAA
    Patrick has served as chief data and analytics officer of Blue Cross Blue Shield North Carolina (Blue Cross ... capitalists and technology leaders to solve some of health care’s biggest problems—such as how to address ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • Mining Data from Media, Behavior and Wearables: Dorothy Andrews, ASA, MAAA
    data analytics, which she acquired through a variety of diverse experiences. life insurance;predictive modeling;analytics ... stories—stories of risks, trends and strategies yet to unfold. Sometimes, the data can guide the story of the actuary ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • Resources
    Resources The SOA continues to support actuaries working with predictive analytics, from insurance companies ... care quality SOA Resources & Reading Materials The SOA continues to support actuaries working with predictive ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers
  • The Formulary Decision Process: What Are They Doing in There and Can Actuaries Help?
    The Formulary Decision Process: What Are They Doing in There and Can Actuaries Help? Actuaries should ... understand the economic considerations involved in the formulary drug decision-making process, and the presence ...

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    • Authors: Jonathan L Shreve, Jill Van Den Bos, John Watkins, Kristin Reed
    • Date: May 2011
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence
    • Topics: Economics>Health economics; Health & Disability>Health care
  • Distributors Are Key to Manage Message about Gender-Based Pricing and In-Force Rate Increases
    Rate Increases The challenge for LTC Insurance marketers and distributors is to explain the reasons behind ... pricing and underwriting while also furthering the cause of LTC Insurance sales. Long-term care insurance=LTCI;Long-term ...

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    • Authors: Thomas Riekse
    • Date: Jun 2013
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
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