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

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  • The Home Stretch
    insurer or not. The industry representatives at the table asserted that it should reflect the assets supporting ... With regard to presentation, the preparers at the table urged that companies should be allowed to use OCI ...

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    • Authors: Henry Siegel
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • FATCA and Insurance – Fundamental Questions Remain Unanswered as Compliance Deadline Approaches
    identify U.S. accounts among its preexisting individual accounts and describes a new procedure for par- ... for determining the status of their preexisting individual accounts, with a strong emphasis on private ...

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    • Authors: Frederic Gelfond, Mary Gillmarten
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting
  • Peer Review: Canada, United States, and Worldwide
    Peer Review: Canada, United States, and Worldwide Panelists discussed, from the perspective of various ... Requirements/Process in Place • Judgment of Individual Actuary • Review of Results of Recent Survey ...

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    • Authors: Allan Ryan, Lauren M Bloom
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Financial Reporting & Accounting; Global Perspectives
  • Policy Reserves in Group Insurance
    Policy ... each example, R, the deficit level at which TABLE 1 R ISg C~ARGE AND POLICY RESERVES FOR FUTURE ... . . . . . . +9 .7 -- ,1 - -14 .6 705 TABLE 2 RISK CHARGE AND POLICY RESERVES FOR FUTURE CLAIMS ...

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    • Authors: Peter A Gerritson, Walter B Lowrie
    • Date: Oct 1983
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting
  • LDTI—A Path to Optimizing Compliance and Transformation
    LDTI—A Path to Optimizing Compliance and Transformation LDTI’s introduction has forced many ... expected life of the contract, and fair value valuation of market risk benefits (MRB). The finance teams ...

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    • Authors: Naxine Chang
    • Date: Nov 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting; Technology & Applications
  • COVID-19 Low Interest Rate Environment Cash Flow Testing Survey Summary of Results
    COVID-19 Low Interest Rate Environment Cash Flow Testing Survey Summary of Results This survey is ... members of all the partnering organizations. No individual company responses will be shared. Thank ...

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    • Authors: Society of Actuaries
    • Date: Dec 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting
  • Low Interest Rate Environment CFT Survey
    Low Interest Rate Environment CFT Survey Low Interest Rate Environment CFT Survey Form. 4/22/2020 ... members of all the partnering organizations. No individual company responses will be shared. Thank you ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Life Insurance
  • Current Events - Statutory
    could get information about consumers in their individual states, and certainly it seems to make sense ... necessary to file a rate or a form filing in individual states. They can look at Arkansas and see what ...

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    • Authors: Mark D Peavy, Therese Vaughan, Mike Pickens
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting; Public Policy
  • Determination of Earnings By, and Within Lines of Business
    business. Joe Crowe is a Vice President in the Individual Division of Aetna. Jerry can speak for how a ... crediting or interest guarantee problems from individual, more conventional, annuity products, are appearing ...

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    • Authors: Joseph F Crowe, Daniel J McCarthy, Richard S Robertson, Jerome M Stein
    • Date: Dec 1977
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting
  • Financial Management Issues for Multinational Insurers
    profits substantially above your statutory income. Table 1 is an example of rolling forward statutory income ... earnings and profits and your foreign tax credit. TABLE 1 SUBPART F INCOME ISSUES EARNINGS & PROFITS/EXPENSE ...

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    • Authors: Mark Freedman, Graham Mackay, Bruce Moore, R James Tosti
    • Date: May 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Financial management; Financial Reporting & Accounting; Global Perspectives>Multinational companies