Description: The financial reporting of insurance is necessarily a complicated process because of numerous and stringent regulatory requirements, the inherent difficulty in estimating both the probability and cost of long-term contingent events, product diversity, and new products, such as equity-linked annuities. This literature guide provides the user with a summary of representative sources of current general information for continuing education purposes.

Description: View the Design & Accounting Exam–U.S. Case Study.

Description: This paper discusses the the continuing cost of health insurance coverage represents a major problem for most of us. However, the long-term continuation of the excess growth rate of the health care economy verses the rest of the economy has the potential makings of a major crisis.

Description: This session was presented at the June 1980 SOA meeting in San Diego. The session outlined principles of pension plan design with emphasis on small 1-49 lives United States plans. Topics covered included: 1. Types of plans available 2. Considerations of corporate objectives and financial capabilities 3. Factors affecting normal retirement benefits, and 4. Ancillary benefit provisions. From Record of Society of Actuaries, Vol. 6, No. 3.

Description: This article reveals the results of a survey by the Pension Section Research Team showing that U.S. Social Security reform is a diverse issue for actuaries. From Pension Section News, April 2006, No. 61.

Description: This is an editorial warning about the escalating costs of Medicare as outlined in the 1983 Annual Report of The Board of Trustees of The Federal Hospital Insurance Trust Fund. The editorial ends with a question asking what the actuarial profession, and its members individually, ought to be doing that they aren’t already doing?

Description: An interview with a health insurance expatriate actuary working in Brazil, discussing his experiences and the health insurance market in Brazil

Description: The Retirement Benefits-DP, US Introductory Study Note has a complete listing of all study notes as well as errata and other important information.

Description: View the Spring 2021 ILA – Life Financial Management, U.S. Exam Syllabi.

Description: View the RET – Design and Accounting, U.S. Exam Syllabi.