Description: Describes actuarial approaches used to quantify the benefit to employers of implementing financial wellness programs for their employees.

Description: The author's conclusion is that retirees focus should not be investment strategy or withdrawal rate but cash flow. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: Feature article discussing New York’s answer to publicly-financed health insurance needs.

Description: This panel discussion is from the 1991 Meeting of the Society of Actuaries, held June 3-5 in Colorado Springs. The panelists debunk myths, the conventional wisdom that actuaries have no place in the public policy arena, whether because the profession is too small to influence public policymakers, or legislators just don't want to hear from professionals whose work is so technical in nature and specialized in its application, or that It's not really necessary to become too involved in public policymaking, because what goes on in legislatures just doesn't affect actuaries’ day-to-day working lives. The panelists provide insights on lending actuarial expertise to policymaking debates. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 3A.

Description: The June/July 2012 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: This session from the 1983 SOA Hollywood, Florida Meeting examines the Social Security Amendments of 1983 including benefits vs. taxes over a worker's lifetime, implications of Social Security changes for employee benefit plans and compensation arrangements. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: The Society of Actuaries (SOA) is pleased to announce the establishment of the Exam Prep Council, a pivotal initiative aimed at enhancing the education and examination preparation for aspiring actuaries around the globe.

Description: This is a discussion about employee benefit plans after retirement. The following questions are addressed: 1. To what extent are death benefits and medical benefits for employees and dependents kept in force after the employee retires?, 2. Where there is a continuation of such benefits for a retired employee or his dependent, what special problems can result from remarriage or reemployment, or in the event of the enactment of a federal plan?, 3. What methods of paying for or funding such costs are used?, and 4. What are the tax implications to both the employee and employer of the various approaches? Also discussed are insured vs. non-insured plans and valuation standards for pension plans. From Transactions of Society of Actuaries 1964, Vol. 16 Pt. 2.

Description: U.S. and Canadian insurers seek ways to efficiently manage inforce business using a variety of traditional and nontraditional arrangements such as mergers and acquisitions, closed block reinsurance including to offshore entities and strategic partnerships. The goals include reducing risk, providing capital relief, enhancing competitiveness or achieving higher investment yields. The purpose of this project is to create a resource to educate actuaries and others outlining the critical components and consideration for these types of arrangements to enhance current inforce management practice.

Description: Nested stochastic modeling is key to numerous modeling exercises in life insurance pricing and valuation, especially with new valuation reporting frameworks IFRS17 and US GAAP LDTI. These modeling requirements are time-consuming and there are numerous existing techniques aimed at improving the feasibility of the calculations.