Description: Excel file to be attached to cover sheet on this same 2005-2007 individual life persistency study. Contains the actual persistency experience data from the study.

Description: US GAAP for Life Insurers chapter 12 spreadsheet showing annuitization liability for pension plans and the DAC amortization schedule for Guaranteed Investment Contracts GICs. Please see the book US GAAP for Life Insurers for more details on US GAAP accounting.

Description: This the Application Tool for Mortality Improvement Model, MIM-2021.

Description: The 1965-70 Age Last Birthday Basic Tables.

Description: Explore how certain actuarial roles should be reserved under defined benefit plans for more than 50 years during the Reserved Roles for Actuaries in Defined Contribution Plans webcast. This online event will be focused on actuaries and defined contribution (DC) plan actuaries and how they have been spotlighted by the pension industry due to their roles. Join us to discover which roles under DC plans could be reserved for actuaries by plan sponsors or through legislation.

Description: These are presentation slides to supplement, Mortality Under Standard Individuality Life Insurance Between 1999–2002 Anniversaries from ARCH, January 2006.

Description: List of 1976 members of Committees on Mortality and Morbidity Experience Studies and Group and Self- Administered Plans.

Description: Duration matching is a risk management strategy, commonly used in the insurance industry, where the duration (price sensitivity to a yield curve movement) of an asset portfolio is adjusted to be made equal to the duration of the liability. However, this approach has flaws. In this essay, I note some key failures of duration matching and offer a potential alternative.

Description: We're introducing a new “cutting edge” wealth accumulation predictive framework, the predictive equity analytics (PEA) for life products (annuity, insurance, group employer benefits, retirement plan). PEA enables life insurers and policyholders to avoid market downturns and capture returns from equities (stocks, ETFs and mutual funds) predicted to increase in next one to three trade days via fund prediction advisory by insurers, additionally by individual policyholders. The capability does not exist in insurance markets nor in financial intermediary markets.

Description: This article discusses how actuaries are uniquely qualified to help individuals meet the significant challenges that will have a dramatic impact on their security and happiness during retirement. Therefore, the time has come for the Personal Retirement Actuary.