Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World
    Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World Principle-based ... and liabilities across a range of scenarios to assess the sufficiency of assets when determining reserves ...

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    • Authors: Heather Gordon, Philip Rant, John Robinson, Chris Whitney
    • Date: Sep 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models
  • New SPIA Interest Rates in VM-22
    New SPIA Interest Rates in VM-22 This article is to outline the new requirements for ... Interest Rates in VM-22 This article is to outline the new requirements for valuation rates in VM-22, highlighting ...

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    • Authors: Paul Hance, Heather Gordon, Christopher Conrad
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Alert on New Valuation Rate Methodology for Payout Annuities
    Alert on New Valuation Rate Methodology for Payout Annuities Provide high level summary of changes to ...

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    • Authors: Paul Hance, Heather Gordon
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities
  • SPIA Interest Rates in VM- 22 for Stat Reserves
    SPIA Interest Rates in VM- 22 for Stat Reserves Provide high level summary of changes to Valuation ... 22 for Stat Reserves Provide high level summary of changes to Valuation Rates for Payout Annuities and ...

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    • Authors: Paul Hance, Heather Gordon
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities
  • GAAP Accounting for FIAs When Living Benefits Are Present
    Article from The Financial Reporter December 2019 Issue 119 10 |DECEMBER 2019 THE FINANCIAL REPORTER ... liability views. This article will go over the basics of GAAP accounting for FIAs with riders addressing ...

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    • Authors: Heather Gordon
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting