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

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  • The Valuation Actuary – 1992 Developments
    Developments Marc F. Pitoniak Richard L. Bergstrom John S. Bath J. Peter Duran VALUATION ACTUARY- 1992 ... has published papers such as "Projecting AIDS Mortality" and "The Cost Effectiveness of Laboratory Testing ...

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    • Authors: John S Bath, Application Administrator, J Duran, Marc Pitoniak
    • Date: Jan 1992
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting; Life Insurance>Reserves - Life Insurance; Reinsurance
  • Reserve Strengthening
    been a change in emphasis? Is the use of the new annuity tables being considered in the reserve strengthening ... million dollars has been completed strengthening annuity and supplementary contract reserves, causing these ...

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    • Authors: Society of Actuaries
    • Date: Jun 1952
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Valuation and Nonforfeiture Developments
    Valuation and Nonforfeiture Developments This panel discussion covers reports of The Society's ... panel discussion covers reports of The Society's Special Committees on Valuation and Non-forfeiture ...

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    • Authors: Ardian Gill, Richard Humphrys, John C Maynard, Richard Minck
    • Date: May 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
  • Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and Life PBR Part III
    Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and ... methodology to a principles-based approach. Annuity reserves;Annuity valuation;Life reserves;Life valuation;Taxes=Taxation; ...

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    • Authors: Christian J DesRochers, Edward Robbins, Peter Winslow
    • Date: Mar 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • ACLI Update Column
    ACLI Update Column Update from the ACLI about its continued contact with Treasury ... Treasury relating to AG VACARVM and Life PBR. Annuity reserves;Life reserves;Principles-based reserves=PBR;Variable ...

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    • Authors: Bill Elwell
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Modeling: Basic Training
    Modeling: Basic Training Provides a how-to session on modeling assets and liabilities ... assets and liabilities in the Valuation Actuary's work to comply with the Standard Valuation Law. Comparisons ...

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    • Authors: Arnold Dicke, Meredith Ratajczak
    • Date: Jan 1991
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Reserves - Annuities; Health & Disability>Health insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Stochastic models
  • The Valuation Actuary – 1991 Developments
    written opinions on everything from reinsurance to annuity and universal life reserves. He has become a regulating ... on: structured settlement mortality and a single premillm deferred annuity (SPDA) lapse study. Nonguaranteed ...

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    • Authors: Douglas Doll, Donna Claire, Steven A Smith, Sheldon Summers, William T Bryan
    • Date: Jan 1991
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Reflections of a Regulatory Actuary
    Reflections of a Regulatory Actuary by Larry Gorski Annuity reserves;Asset modeling;Asset valuation;Bayesian ...

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    • Authors: Larry M Gorski
    • Date: Mar 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • The Unified Valuation System: A Small Company Perspective
    The Unified Valuation System: A Small Company Perspective Discusses some of the new and different ... especially as they relate to smaller companies. Annuity valuation;Life valuation;Statutory accounting; ...

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    • Authors: James Thompson
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Section 807(f)-Tax Impact of Statutory Reserve Change
    OVERVIEW OF TAX LAW For tax purposes, life and annuity reserves are computed under section 807. The Code ... assumptions to use for the various types of life and annuity contracts. In general, the amount of the tax basis ...

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    • Authors: Sheryl Flum, Elizabeth Petrie, Frederick Campbell-Mohn
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance