Description: Presented at May 1996 Spring Meeting. Panelists discuss the impacts of preparing reserves and an Actuarial Opinion and Memorandum caused by differing reserve requirements in each state.

Description: Presented at September 1995 Valuation Actuary Symposium. This session is about professional standards and the appointed actuary.

Description: Presented at 1995 Valuation Actuary Symposium. Presents updates from the NAIC and its Life & Health Actuarial Task Force, and the Actuarial Board for Counseling and Discipline.

Description: This presentation is a panel discussion, session number 26PD, from the 2002 Valuation Actuary Symposium, held September 19-20 in Lake Buena Vista, FL. The Enron scandal is likely to result in a more transparent disclosure of balance sheet liabilities. The panelists provide a professional/legislative update and offer pragmatic tips to valuation actuaries about how to respond effectively to increased scrutiny. They discuss the Corporate Accountability Act and the increased oversight of the accounting profession that will result, and the implications for actuaries working in accounting firms. They emphasize the importance for actuaries to be aware of the higher standards of independence and the need to follow actuarial standards of practice. Discussion from participants is included.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session presented the results of a survey of the U.S. actuarial profession conducted by the Committee on Professional Responsibility of the American Academy of Actuaries. This survey asked questions relating to the individual actuary's awareness of and familiarly with the Code of Professional Conduct, Actuarial Standards of Practice, and qualification standards, as well as understanding of the activities of the Actuarial Board for Counseling and Discipline.

Description: Presented at June 1996 Spring Meeting. Panelists discuss the impacts on preparing reserves and an Actuarial Opinion and Memorandum caused by differing reserve requirements in each state.

Description: Article discussion information to included in an engagement letter and suggestions on how to negotiate them with clients.

Description: The Employee Retiree Income Security Act, or ERISA, establishes an important statutory role for pension actuaries in the United States. As part of its statutory goal to protect the retirement security of America’s workers, ERISA requires tax-qualified defined benefit plans to obtain an actuarial valuation of plan reserves each year. When valuing the plan’s reserves, the actuary is required by ERISA to act on behalf of plan participants. Thus, the plan actuary fulfills an important role in maintaining the plan’s ability to meet its on-going obligations to the plan participants and their beneficiaries. From Pension Section News, April 2006, Issue No. 61.

Description: Full version of Pension Section News, Issue No. 61, April 2006.

Description: Presented at October 1996 Annual Meeting. Using case studies, representatives of various actuarial boards and committees discuss examples of how an actuary can run afoul of actuarial standards and what happens when he or she does.