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  • What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective
    What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective What makes a rate excessive, inadequate or unfairly discriminatory under state law? By Michael McKenney Data ...
    • Authors: MICHAEL PATRICK MCKENNEY
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; Public Policy
  • Another Actuary's View of the Wisconsin Lawsuit
    Another Actuary's View of the Wisconsin Lawsuit Views of several actuarial participants in this lawsuit, regarding new buyer disclosure requirements, were printed in our May Issue. Mr.

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    • Authors: Richard Charles Murphy
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy
  • A Personal History of the Defined-Benefit Plan
    A Personal History of the Defined-Benefit Plan The author shares the story of his actuarial career and provides insight into the development of retirement today and the past and future of the ...

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    • Authors: Richard Edmund Berger
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Public Policy
  • Living with Sarbanes-Oxley
    Living with Sarbanes-Oxley A review of a webcast on Sarbanes-Oxley including a brief update on Sarbanes requirements, including some practical aspects of the Sarbanes “life cycle,” including ...

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    • Authors: Darryl Wagner
    • Date: Sep 2005
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice; Enterprise Risk Management>Governance; Public Policy
  • Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions
    Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions Recent guidance in the form of Rev. Proc. 2006- 13 provides a general safe harbor for the fair market value of a ...

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    • Authors: Douglas N Hertz
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Pensions & Retirement; Public Policy
  • Financial Restructuring
    Financial Restructuring From a session at the 2001 Valuation Actuary Symposium, held in Lake Buena Vista, Florida, November 29-30, 2001 Discussion of financial restructuring trends and the ...

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    • Authors: Meredith Ratajczak, Duncan Briggs
    • Date: Nov 2001
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration
    • Topics: Finance & Investments; Public Policy
  • Making an Actuarial Opinion
    Making an Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles that should be part of a life insurance valuation. Also discussion of emerging ...

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    • Authors: Allan Affleck, Robert D Hogue
    • Date: Jan 1985
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Then and Now
    Then and Now The author uses a reprint of an article from the very first edition of the “News from the Individual Life Insurance and Annuity Product Development Section” and assistance from the ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy
  • Chairpersons Corner
    Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section in 2016. Annuities;Life Insurance 6442467182 3/1/2016 12:00:00 AM ...

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    • Authors: Ryan Stowe
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
    • Publication Name: Small Talk
    • Topics: Annuities; Life Insurance; Public Policy
  • Long-Term Care Compliance Issues
    Long-Term Care Compliance Issues Panelists discuss issues arising from the Health Insurance Portability and Accountability Act of 1996. From the Record of the Society of Actuaries, Vol. 24, No.

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    • Authors: Richard W Garner, Andrew M Perkins, Loida Rodis Abraham
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Long-term Care>Long-term care insurance; Public Policy