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  • Retirement Section News, Issue 94, February 2018
    Retirement Section News, Issue 94, February 2018 Read the February 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium
    Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium Interview highlighting FINRA research and key points raised with regard to robo-advisors and spending down of ...

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    • Authors: Gary Mottola
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Commercial Health Care: What’s Next?
    Commercial Health Care: What’s Next? This article contains a condensed summary and excerpts from a recent white paper regarding the Individual Mandate. health care reform;health economics;health ...

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    • Authors: David Dillon
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Public Policy; Public Policy
  • The Forgotten Variable in the Health Care Equation
    The Forgotten Variable in the Health Care Equation Overview of public health (responsibilities, funding, challenges) and discussion of the role actuaries can play in achieving population health ...

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    • Authors: Bethany McAleer
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care quality; Public Policy; Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Latin American Insurance Regulatory Update
    Latin American Insurance Regulatory Update Description of the stage of development of economic risk-based solvency regulation in Latin America, with focus on Brazil, Mexico, Chile, Colombia, and ...

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    • Authors: Carlos Arocha
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Public Policy
  • The Life Insurance Product Tax Provisions of H.R. 1
    The Life Insurance Product Tax Provisions of H.R. 1 The article summarizes the provisions of H.R. 1 that impact the tax qualification of life insurance contracts and the tax reporting of life ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • A Few Thoughts About Tax Reform
    A Few Thoughts About Tax Reform Discusses how the December 2017 US tax reform affects smaller insurance companies. Tax accounting;Taxes=Taxation 6442481079 2/1/2018 12:00:00 AM ...

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    • Authors: Pamela Hutchins, Mark C Rowley
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • View from the staff fellow
    View from the staff fellow Hear from the staff fellow on themes in the October Retirement Section News published by the Retirement Section. Pension policy;Retirement plans;Retirement planning ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
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