Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • A View from the SOA’s Staff Fellow for Retirement—March 2011
    A View from the SOA’s Staff Fellow for Retirement—March 2011 Feature article discussing the National ...

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    • Authors: Andrew Peterson
    • Date: Jul 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Public Policy; Social Insurance>Social Security
  • Governance of Principle-Based Reserves
    The concept of governance may seem nebulous, so let’s define it at a more granular level. It consists of ... roles for actuaries, their management and the company’s Board of Directors to oversee the PBR process. Controls: ...

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    • Authors: Robert Leach
    • Date: Sep 2023
    • Competency: Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Public Policy; Public Policy
  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
  • Population Aging:Global Challenges and Opportunities for the 21st Century
    International Section News March 2002 – Issue No. 27 S enator and former First Lady Hillary Clinton wrote ... NUMBER 27 INTERNATIONAL SECTION NEWS MARCH 2002 A s incoming chair, I’d liketo start off with a big“thank ...

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    • Authors: Robyn Stone
    • Date: Mar 2002
    • Competency: External Forces & Industry Knowledge; Leadership>Thought leadership
    • Publication Name: International News
    • Topics: Demography; Demography>Gender factors; Global Perspectives; Public Policy
  • Can Canada Provide Answers To America’s Real Estate Malaise?
    Can Canada Provide Answers To America’s Real Estate Malaise? Feature article discussing the differences ...

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    • Authors: Jonathan Bruce Glowacki, Eric James Wunder, Ken Bjurstrom
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Public Policy
  • The SOA's Voice Needs To Be Bigger - And Louder
    The SOA's Voice Needs To Be Bigger - And Louder This article discusses the need for ... The SOA's Voice Needs To Be Bigger - And Louder This article discusses the need for more participation ...

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    • Authors: Robert McKay
    • Date: Feb 1997
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Influence; Leadership>Professional network leverage
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Standards of practice; Public Policy
  • ACLI Update - Administration's Fiscal Year 2011 Revenue Proposals Affecting Life Insurance Companies and Products
    ACLI Update - Administration's Fiscal Year 2011 Revenue Proposals Affecting Life Insurance Companies ... Products A discussion of the Obama Administration’s fiscal year 2011 revenue proposals affecting life ...

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    • Authors: Walter Welsh, Mandana Parazad
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • STOLI Poses Danger to Industry, Reinsurers Warned
    Underwriter (c) 2008, The National Underwriter Company. S tranger-Originated Life Insurance (STOLI) poses a ... reinsurance company to discourage practices such as table shaving which REINSURANCE NEWS AUGUST 2008 ...

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    • Authors: James S Connolly
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
    Contracts, Particularly COLI? By Bryan W. Keene and Mark S. Smith It is well known that permanent, cash value ... on any life insurance policy, or endowment or annuity contract, if the taxpayer is directly or indirectly ...

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    • Authors: Bryan W Keene, Mark Smith
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • The Risk-Focused Exam
    life) minimum reserve factors from a published table, or health reserve factors from other official fac- ... flexible valua- tion requirements. The commissioners’ annuity reserve valuation method (CARVM) was introduced ...

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    • Authors: Franklin Clapper
    • Date: Jun 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Financial Reporter
    • Topics: Public Policy