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

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  • The Individual Actuaries Network - A Small Consulting Firms Success Story
    The Individual Actuaries Network - A Small Consulting Firms Success Story This paper discusses the advantages ...

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    • Authors: Marcus Robertson
    • Date: Nov 2004
  • Session 070: Update on Pre-Qualification and Continuing Education
    Group and Health (GH) − General Insurance (GI) − Individual Life and Annuities (ILA) − Quantitative Finance ... 2019 Finance & Valuation: Fall 2019 *Topic coverage restructured across exams Individual Life and Annuities ...

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    • Authors: Stuart Klugman, Marcus Robertson, Karen Anway
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
  • Financial Economics: Impact on Small to Mid-Sized Pension Plans
    of a regular valuation, we have to do what's called a solvency, or wind-up, valuation that is a snapshot ... analysis, but applies most appropriately to individual portfolio selection. It's called the portfolio ...

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    • Authors: Marcus Robertson, Daniel Cassidy
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension finance
  • Session 192: Ethics for the Retirement Actuary
    decrease in surplus you calculated at your last valuation • You consider reporting the error to the client ... decrease in surplus you calculated at your last valuation • You consider reporting the error to the client ...

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    • Authors: Marcus Robertson, Scott McManus, John Deinum
    • Date: Mar 2020
    • Competency: Professional Values
    • Topics: Actuarial Profession; Actuarial Profession>Ethics; Pensions & Retirement; Pensions & Retirement>Corporate plans
  • The Independent Consultant Newsletter, February 2006, Issue No. 10
    more secure than the old FAT32 (File Allocation Table) system. To see which you have, open up My Computer ... partnership between a qualified coach and an individual (or team). Through the process of coaching, individuals ...

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    • Authors: Society of Actuaries, Gerald A Fryer, Marcus Robertson, David Ward, David Miller, Ruth Ann Woodley, Daniel Cassidy, Lewis Green, Daniel K Kehoe, Suzanne Bates
    • Date: Feb 2006
    • Publication Name: The Independent Consultant
  • Chairperson's Corner
    Chairperson's Corner Marcus highlights the council’s activities during the 2009-2010 ... prizes. You will hear more about all of the individual submissions over the next months, but congratulations ...

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    • Authors: Marcus Robertson
    • Date: Dec 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession
  • Pension Section Survey—The Results are In!
    Pension Section Survey—The Results are In! Marcus Robertson gives us a rundown of key results ... term, if less than 10 years horizon Solvency Valuation and setting Annuity Purchase rates IFRS Accounting ...

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    • Authors: Marcus Robertson
    • Date: Dec 2009
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession