Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Medicare The 1979 Trustees' Report
    Medicare The 1979 Trustees' Report Overview of Medicare's 1979 financial projections under optimistic, pessimistic, and intermediate assumptions, for the Hospital Insurance and ...

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    • Authors: Roland E King, David R McKusick
    • Date: Oct 1979
    • Competency: Communication>Difficult message delivery; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Public financing - Health & Disability; Public Policy; Social Insurance>Government-funded healthcare; Social Insurance>Medicare
  • Preserving Reserves
    Preserving Reserves The article explores ways that legislative policy options that focus on both trust fund solvency and benefit adequacy may be implemented to bring about Social Security ...

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    • Authors: Karen Glenn
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy; Social Insurance>Social Security
  • Response to comments on “Model Legislation for Better Public Plan Governance (vs. Risk Disclosure)”
    Response to comments on “Model Legislation for Better Public Plan Governance (vs. Risk Disclosure)” A response to the comments on the paper. Pension plan governance;Employer contributions;Funding ...

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    • Authors: Thomas Lowman
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systemic risk; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management; Public Policy
  • Model Legislation for Better Public Plan Governance (vs. Risk Disclosure)
    Model Legislation for Better Public Plan Governance (vs. Risk Disclosure) A proposal to draft model legislation focused on getting adequate funding for public pension plans. Pension plan ...

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    • Authors: Thomas Lowman
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Public Policy
  • Time for Reform?
    Time for Reform? Recently, the SCAN Foundation, AARP, LeadingAge, and HHS funded economic modeling conducted by Milliman and the Urban Institute around LTC reform elements. The LTC industry has ...

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    • Authors: Robert Eaton, John O'Leary, John Cutler, Bruce Stahl
    • Date: Aug 2016
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Public Policy; Social Insurance
  • Pricing Issues Resulting from Budget Setting and Stoploss in ACO Arrangements
    Pricing Issues Resulting from Budget Setting and Stoploss in ACO Arrangements This article will consider several issues arising from ACO budgeting and pricing of stoploss coverage, including: 1) ...

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    • Authors: Anthony Rubiano
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health risks; Health & Disability>Payment models; 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
  • Actuary Tapped To Aid Orange Country
    Actuary Tapped To Aid Orange Country Tells a story of an actuary, Thomas Sutton, who is working with Orange County, California on developing a bankruptcy settlement. Public finance; 13190 4/1/ ...

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    • Authors: Linda Heacox
    • Date: Apr 1995
    • Competency: Leadership>Influence
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy
  • The 1977 Social Security Amendments And The Young Worker - An Illustrative Comparison With The Situation Under The 1972 Act
    The 1977 Social Security Amendments And The Young Worker - An Illustrative Comparison With The Situation Under The 1972 Act A comparison of Social Security benefits, for a hypothetical new ...

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    • Authors: A M Niessen
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Public sector plans; Public Policy; Social Insurance>Social Security
  • Public Policy and General Insurance Track
    Public Policy and General Insurance Track The SOA’s recent work related to public policy research and an update on the General Insurance track. Professional development=PD;Patient Protection and ...

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    • Authors: Gregory Heidrich
    • Date: Feb 2014
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Public Policy