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  • Redesigning Defined Benefit Plans
    Redesigning Defined Benefit Plans Public DB plans have fatal designs such as basing benefits ... alleviate solvency challenges. DB Plans;Annuity valuation;Pension legislation;Pension obligations;Pension ...

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    • Authors: Paul Hamilton
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Group plans - Annuities; Economics>Financial economics
  • Health Expectancy
    References 3 List of Tables Table 5-1 Two Year Probability of Remaining Healthy ... causes), variations by age, nature of the basic table, etc. Mortality ratios ―less than 1‖ are also contemplated ...

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    • Authors: Application Administrator, John M Bragg, James C Brooks
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Experience Studies & Data>Morbidity; Pensions & Retirement>Risk management
  • Using Sound Actuarial Principles to Enhance Financial Well-Being
    reference is made to calculations performed for an individual, it is also meant to apply for a household. ... develop an initial spending/savings budget, an individual, with possible help from a financial adviser ...

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    • Authors: Kenneth Steiner
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making; 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>Process and technique refinement
    • Topics: Economics>Financial economics
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    example, considerable emphasis is given to equity valuation, financial statement analysis, and behavioral ... site (www.nasaa.org), most states will allow an individual to substitute one of the following certifications ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
  • An Enhanced Social Security Benefit
    They can add to it or not as time goes by. Individual retirement accounts and 401(k) plans can be ... An Enhanced Social Security Annuity Appendix Table 1 illustrates a pretty devastating picture of what ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • Investment Fallacies e-book
    returns. Using S&P data from 1871 to 2013, the table below shows the components of the average equity ... Total return is computed by compounding the individual components. Future Equity Returns Can the ...

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    • Authors: Society of Actuaries, Eric Janecek
    • Date: Sep 2014
    • Competency: 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
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • A Smart Way to Develop Retirement Income Strategies
    income strategies that could be implemented in individual retirement accounts and 401(k) plans. I’ve had ... the primary wage earner typically depends on individual circumstances. Often, the optimal strategy for ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • Investment Fallacies e-book
    Fallacy BY GARY THOMAS Table of Contents * * * © 2014 Society of Actuaries 5 Table of Contents 48 The ... returns. Using S&P data from 1871 to 2013, the table below shows the components of the average equity ...

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    • Authors: Society of Actuaries, Leslie Smith
    • Date: Sep 2014
    • Competency: 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
  • The Fallacy of the Fed Model
    for budgeting purposes. Most equity market valuation techniques rely on comparisons between current ... bonds (Y), so that the value of a Fed Model valuation is calculated as (E/P) – Y. Proponents of the ...

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    • Authors: Society of Actuaries, David Cantor
    • Date: Sep 2014
    • Competency: 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
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • Risk Metrics for Decision Making and ORSA
    last few decades in theoretical approaches to valuation of risk, these advances have been sometimes misun- ... appropri- ate risk metric that should be used for valuation of liabilities because it is consistent with ...

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    • Authors: Stephen Strommen
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Fair value accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance