Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • PBR Developments: What’s Going on with the Valuation Manual?
    PBR Developments: What’s Going on with the Valuation Manual? This article summarizes recent ... Going on with the Valuation Manual? This article summarizes recent proposed changes to the Valuation Manual ...

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    • Authors: Arnold Dicke, Leonard Mangini
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Principle-Based Approach – Still A Work in Process
    Process This 2008 article discusses the current status of the statutory principle-based approach PBA ... tax implications, and other topics, noting that the project is “still a work in process.” Annuity reserves;Life ...

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    • Authors: Norman E Hill
    • Date: Jun 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Mutual Companies
    Article from: The Actuary December 1970 – volume 4 - Issue 10 Page Four THE ACTUARY December ... Editor’s Note: The jol1owin.g two con- tributions are a continuation 01 a series of articles which ...

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    • Authors: Paul H Knies
    • Date: Dec 1970
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • A Refreshed Look at Assumption Development
    Refreshed Look at Assumption Development: Recap of the SOA Assumption Development and Governance Group ... Chan ernance bodies, the two areas are closely interrelated. In line with the Group’s calls last year ...

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    • Authors: Min Mercer, Michael Kwan Yu Chan
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: Product Matters!
    • Topics: Enterprise Risk Management>Governance; Experience Studies & Data; Financial Reporting & Accounting>Statutory accounting; Predictive Analytics
  • Aristotle Was Wrong: or Formulas vs. Actuarial Judgment
    non-Aristotelian logic, there are multiple values, or shades of gray. Indeed, there may even be unexpected results ... to the current debate between formula-driven reserves with limited assumption flexibility and the reserve ...

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    • Authors: Carol A Marler
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Public Policy
  • Life Valuation Issues XXX/Regulation 147
    Life Valuation Issues XXX/Regulation 147 Presented at September 1995 Valuation Actuary ... designs, and consumer reaction to NAIC's adoption of XXX. Premiums;Secondary guarantees;Term life=Annual ...

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    • Date: Sep 1995
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Update on Total Asset Requirements for Variable Products with Guarantees
    Update on Total Asset Requirements for Variable Products with Guarantees Update on ... Total Asset Requirements for statutory reporting of reserves and surplus for Variable annuity products ...

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    • Authors: James W Lamson, Max Rudolph
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Conditional Tail Expectation; Public Policy