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Actuarial Aspects of SOX 404
whether the processes are con- nected with the direct production of financial results. Some have also ... taking corrective action As the PCOAB stated, “the primary benefit of an effective internal control structure… ...- Authors: Richard H Browne, Laura J Hay
- Date: Dec 2004
- Competency: Communication; Communication>Difficult message delivery; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Financial Reporter
- Topics: Actuarial Profession>Standards of practice; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Financial Reporting & Accounting
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U.S. and Canadian Demutualizations - Postmortem
if you are thinking about coming public, your primary perspective is to figure out how to win over investors ... protection segment including life insurance and long-term-care products · A retail asset gathering segment which ...- Authors: Earl Martin, Barry L Shemin, Robert W Wilson, William J Wheeler, Caitlin F Long
- Date: Oct 2000
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Financial Reporting & Accounting
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LEARN Going Strong and Growing
provisions, and • Employer stop-loss and health care reinsurance. Over time as new issues have arisen ... added to cover: • Health care reform (Patient Protection and Affordable Care Act), • Captives, • Actuarial ...- Authors: Larry Stern
- Date: Nov 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations
- Publication Name: Reinsurance News
- Topics: Reinsurance>Life reinsurance; Reinsurance>General reinsurance
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Into the Tails of Risk: An Exploration of the Treatment of Extreme Risk in Insurance Company Models
you want to get to,” said the Cat. “I don't much care where—” said Alice. “Then it doesn't matter which ... that use the tail value at risk (TVaR) as their primary risk metric. But, after saying that, those firms ...- Authors: David Ingram
- Date: Feb 2016
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Enterprise Risk Management>Risk measurement - ERM
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A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- 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; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Feedback That's Tough on Problems, Not on People
Feedback That's Tough on Problems, Not on People How to offer constructive criticism and ... managers who want to enhance the effectiveness of direct reports. These techniques can be applied when ...- Authors: Malory Fischer
- Date: May 2012
- Competency: Communication>Difficult message delivery; Relationship Management>Team leadership
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
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A Smart Way to Develop Retirement Income Strategies
usually by delaying the start of benefits for the primary wage-earner. The optimal strategy for a married ... strategy delays Social Security until age 70 for the primary wage-earner and uses the IRS required minimum ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Enterprise Risk Management for Small Insurers—Blessed Be the Tie that Binds to Reality
Enterprise Risk Management for Small Insurers—Blessed Be the Tie that Binds to Reality A ... Similar activities of investment banks and the primary noninsurance affiliate of AIG have exhibited negative ...- Authors: Norman E Hill
- Date: Jun 2010
- Competency: Communication>Difficult message delivery
- Publication Name: Small Talk
- Topics: Enterprise Risk Management>Governance
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The Sunny Actuary
The Sunny Actuary Humor in the workplace can improve productivity. This article describes a typical ... 8. Tony Batory, FSA, M.A., MAAA, is a health care actuary for UnitedHealth Group focused on small ...- Authors: Anthony Batory
- Date: Nov 2015
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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Emotional Intelligence
Emotional Intelligence Emotional Intelligence: Why you need it, and how you can increase ... positive behaviors, you are communicating that you care about the other person and that you value her presence ...- Authors: Lauren Scalzo
- Date: Aug 2016
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Relationship Management>Relationships and trust
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Professional development