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  • Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant Family Caregivers
    parent, spouse, partner and/or friend. In order to care for Mom, I have had to make tough decisions that ... financial impact on our lives as a result of providing care for a loved one. Additionally, as a consequence ...

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    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Employers Should Consider a Single Plan Document
    to protect against the risk of large long-term care costs in old age) • The mechanics of operating ... and energy on the program administration can re-direct their time, money and energy on developing better-suited ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Savings and Resilience: A Comparison of Hispanic/Latinos' and Non-Hispanic/Latinos' Responses to Retirement Insecurity
    through their job. Scholars have identified the primary structural barriers to Hispanic/Latino workers’ ... networks pool resources, share housing and circulate care across families, households and generations. They ...

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    • Authors: Karen Richman , Joelle Saad-Lessler
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection
    wealth in an emergency such as a layoff or a health care scare. They also use their wealth to buy a new ... parent, spouse, partner and/or friend. In order to care for Mom, I have had to make tough decisions that ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Beneficiary Forms in an Era of Expanding Family Structure
    traditional family relatives on the forms, whether as primary or secondary beneficiaries. In addition, they ... are simplified forms that typically ask for the primary beneficiary’s name, relationship, mailing address ...

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    • Authors: Linda Koco
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Demography>Population data; Life Insurance>Product development - Life Insurance; Life Insurance>Claims - Life Insurance
  • Financial Statement Disclosure: The Needs and Practices Related to Financial Risk
    scope of the statements; there are more people who care about statements prepared under Generally Accepted ... whole range of media, this report focuses on the primary formal conduit of public financial information ...

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    • Authors: Robert Frasca, Gordon Andrew Tucker
    • Date: Jan 2007
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Financial Decision-Making Theory and the Small Employer Health Insurance Market in Texas
    currently offer health insurance. When asked the primary reason for not offering insurance, 62 percent responded ... Decision-Making Theory indicates that agents will tend to direct people towards the option that results in the best ...

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    • Authors: Bonnie Albritton
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Economics>Health economics; Health & Disability>Health insurance
  • Margins in Medical Claim Liabilities under Future Accounting Models
    Accounting Models Rowen B. Bell, FSA, MAAA Health Care Service Corporation 300 E. Randolph Street Chicago ... insurance coverages for which morbidity is the primary risk. Because this article is intended to narrowly ...

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    • Authors: Rowen Bell
    • Date: Aug 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Actuarial Practice Forum
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Health & Disability>Health insurance
  • Calculating ROI: Benefits of Workplace Financial Wellness
    program may contribute to reductions in health care costs, costs associated with delayed retirement ... recruiting, retaining and engaging employees. HEALTH CARE COST SAVINGS A 2014 study from the American Psychological ...

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    • Authors: Gregory A Ward
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data; Modeling & Statistical Methods
  • Enterprise Risk and Management Incentives
    are less efficient than exclusive agencies, and direct writers are gaining market share at the expense ... transition from independent agency insurer to direct writer is not easy, and it is rendered more ...

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    • Authors: Sholom Feldblum
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Actuarial Practice Forum
    • Topics: Economics; Enterprise Risk Management