Description: Discusses the section 6694 tax return preparer penalty regime and examines how it might potentially apply to other professionals, such as actuaries, who assist those traditionally considered to be tax professionals.

Description: This panel discussion session reported on the status and content of the Actuarial Standards Board standard dealing with the selection of assumptions. The discussion covers what the effects would be on practitioners.

Description: From the 1985 Valuation Actuary Symposium. Discussion on the role of valuation actuary.

Description: Software vendors participating in the A Comparative Analysis of Claims–Based Tools for Health Risk Assessment study were invited to submit comments on the study. In this document, Ingenix explains their contribution to the study's source data, and raises some questions about methodolgy.

Description: This session from the 1993 Valuation Actuary Symposium polls the audience on different questions related to valuation actuary work. It also covers other issues including the impact of risk-based capital requirements on testing, HMO opinions and other general questions.

Description: The article is Part 1 of two articles that provide a case study for the development of a profitability and risk dashboard. The sample dashboard provides distilled information regarding actual to expected (A/E) ratios for key risks, agent quality scores and customer value scores. The dashboard would also provide the value of new business written, surplus strain, debit balances, and expected losses on debit balances at different levels, down to the agent level. A product mix index is provided, together with visual comparisons of key metrics to the company's business plan. The Part 2 article will add information to the dashboard regarding risk margins, target capital, and company value.

Description: The author encourages the use of sound actuarial principles to develop reasonable retirement spending budgets instead of rule of thumb approaches commonly used.

Description: This Society of Actuaries Research Brief has been constructed to highlight some of the key features of the epidemic and contemplate the risks for the actuarial profession to consider in their work.

Description: Many SOA members are familiar with the Actuaries' Climate Index, the result of an early and critical effort by North American actuarial organizations to grapple with the impact of climate change on our constituents. But did you know that the SOA continues to produce research on the nexus of environmental issues and the actuarial profession? And did you know that under its Strategic Research Program Initiative, the SOA has elevated its commitment to research through the development of a Climate and Catastrophe research program?

Description: Remarks on a recent series of articles in 'The National Underwriter' on risk selection and related regulation.