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  • Designing and Communicating Retirement Plans for "Humans"
    Designing and Communicating Retirement Plans for "Humans" This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
  • Valuation and Capital Requirements for Guaranteed Benefits in Variable Annuities
    Valuation and Capital Requirements for Guaranteed Benefits in Variable Annuities Panelists discuss the U.S. statutory and GAAP reserving, and risk-based-capital [RBC], requirements associated ...

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    • Authors: Robert A Brown, Thomas Campbell, Larry M Gorski
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Guaranteed living benefits
  • Summary of Current and Future Regulatory Requirements
    Summary of Current and Future Regulatory Requirements From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 A summary of the history, current, and anticipated ...

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    • Authors: John K Booth, Robert M Hammond
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Trends in the Chinese Annuity Market and the Management of Longevity Risk
    Trends in the Chinese Annuity Market and the Management of Longevity Risk China’s pension system has transformed from traditional retirement system based on command economy to modern pension ...

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    • Authors: Society of Actuaries, XiaoJun Wang, Qi Li
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Annuities>Payout annuities
  • Update on Valuation of Variable Annuity Guarantees
    Update on Valuation of Variable Annuity Guarantees Update on statutory Valuation reserves and required surplus for variable annuities with living benefit guarantees Annuity reserves;Conditional ...

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    • Authors: James W Lamson
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • A Tale of Two Formulas: Solvency II SCR and RBC
    A Tale of Two Formulas: Solvency II SCR and RBC This article examines the central formulas for Solvency II Solvency Capital Requirement (SCR) and core life authorized control level risk-based ...

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    • Authors: Mary Campbell
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities; Pensions & Retirement>Risk management
  • Reflecting Rider Charges in GAAP Income for Indexed Annuities
    Reflecting Rider Charges in GAAP Income for Indexed Annuities The article focuses on GAAP accounting for indexed products with riders; specifically, how rider charges should be addressed in FAS ...

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    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Equity-indexed annuities; Annuities>Reserves - Annuities
  • Using Reinsurance to Manage Guaranteed Minimum Death Benefits, Income Benefits, and Maturity Benefits on Variable Annuities
    Using Reinsurance to Manage Guaranteed Minimum Death Benefits, Income Benefits, and Maturity Benefits on Variable Annuities This presentation, session number 7PD, took place at the 1999 Spring ...

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    • Authors: Michael Pado, Timothy J Ruark, Jean-Francois Lemay
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Reinsurance
  • GMIB and the Bear Market
    GMIB and the Bear Market A discussion of the growing popularity of annuities with guaranteed minimum income benefits GMIB during times of bear markets and some related discussion of product ...

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    • Authors: Eric Carlson
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Public Policy
  • Chairperson's Corner
    Chairperson's Corner Perspectives on the Valuation Manual. Valuation actuary;Principles-based reserves=PBR;Life reserves;Life valuation;Statutory reserves;Annuity reserves;Annuity ...

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    • Authors: Robert Leach
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance