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  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • The Manhart Case
    The Manhart Case Background of the Manhart case on sex discrimination in pension rates, summary of the brief prepared for the case by an SOA task force, and text of a letter submitted to the ...

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    • Authors: Donald S Grubbs, Application Administrator
    • Date: May 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Recommendations for a Successful ACA Rate Filing
    Recommendations for a Successful ACA Rate Filing Summary of common mistakes made by actuaries developing ACA rate filings. Outlines correct approach to ACA rate filing process. Suggests Peer ...

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    • Authors: Joseph Slater
    • Date: Nov 2016
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Health & Disability>Health insurance; Public Policy
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