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

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  • Unified Valuation System Update
    Unified Valuation System Update From a session at a meeting of the Society of Actuaries held in San ... the NAIC to further development of a Unified Valuation System. Accounting standards;Annuity reserves;Asset ...

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    • Authors: David C Jesionowski, David Sandberg, Donna C Novak, Sam H Dillard
    • Date: Jun 2000
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Dynamic simulation models; Public Policy
  • Individual Disability Income Problems
    Individual Disability Income Problems Panel discussion on current issues, trends, and methodology in ... in individual disability income insurance, including overinsurance, pricing, financial reporting, as well ...

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    • Authors: Anthony J Houghton, William J Taylor, Martin L Zeffert, Benjamin J Jones
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Economics>Health economics; Health & Disability>Disability insurance; Public Policy
  • Expense Strategy in Pricing Individual Insurance Policies
    Expense Strategy in Pricing Individual Insurance Policies Panelists address expense assumptions for ...

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    • Authors: Shane A Chalke, Mark Davis, Marshall H Lykins, Scott McInturff, Jeffrey Miller
    • Date: Oct 1988
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance
  • Pension Plan Principles and Practices
    and practices for pension plan construction and valuation, in light of the passage of the Pension Reform ... Accounting Principles=GAAP;Pension plan assets;Pension valuation;Fiduciary; 14641 3/1/1975 12:00:00 AM ...

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    • Authors: Thomas P Bleakney, Thomas M Malloy, Robert W McCarty, Daniel F McGinn, Blackburn H Hazlehurst
    • Date: Mar 1975
    • Competency: Leadership>Professional network leverage; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Trends In Medical Benefit Plan Design To Control Claim Costs
    Trends In Medical Benefit Plan Design To Control Claim Costs ... Antiselection;Claims review;Health care costs;Health economics;Individual health plans;Major medical insurance;Deductible;High-deductible ...

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    • Authors: Application Administrator, Peter B Hutzel, Jerry E Lusk, James Miles
    • Date: May 1982
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance
  • Software Tools for Asset/Liability Matching
    are many actuaries who need to do some form of valuation actuary asset and liability matching or cash ... utilized to per- form in-force projections for valuation-type studies, such as New York Regula- tion 126 ...

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    • Authors: Clifford Angstman, Brian Bambrough, Dennis Carr, Shane A Chalke, Peter B Deakins, Sheldon Epstein, Douglas N Hawley, Alan W Sibigtroth, Roger W Smith, Steven A Smith, Dennis L Stanley, Mel Stein
    • Date: May 1987
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Technology & Applications>Software
  • Actuarial Appraisals - Process and Issues
    has 30 years' experience in the life company valuation area. He is a graduate of the University of Texas ... There are chapters on process, financing, valuation, due diligence, other corporate issues, taxes ...

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    • Authors: Richard Farrell, James Hawke, R Thomas Herget
    • Date: Jun 2004
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Embedded value; Modeling & Statistical Methods
  • Product Migration and Wealth Transfer
    the government providing Social Security, the individual through their own savings, and a corporation ... evident worldwide. So where does that leave the individual? On their own. A full 92 percent of consumers ...

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    • Authors: Anne Katcher, David T Henderson, Kenneth J Gelman
    • Date: Oct 2002
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Policyholder behavior - Annuities; Life Insurance>Policyholder behavior - Life Insurance
  • Health Insurance - Legislation and Inflation
    unem- ployment is always a serious matter for the individual, and since some unes- ployment is always with ... closed-panel type. A good illustration of the individual practice type is the program de- veloped by the ...

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    • Authors: Richard H Hoffman, William C Hsiao, Robert J Myers, William Thomas
    • Date: Apr 1975
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Economics>Health economics; Health & Disability>Health care; Public Policy; Public Policy
  • Using Futurism Techniques in Planning
    fancy notebook that embellishes a CEO's coffee table or collects dust on a bookcase. As cycle time for ... or can be made up of events, or there might be individual events that completely change a trend. You ...

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    • Authors: Albert Easton, Stuart Klugman, Paul D Laporte, Timothy J Tongson
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Leadership>Influence; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession