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  • Optimizing QDIAs for Retirement
    should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that ... 20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Restoring the Indifference Ideal: If It’s Not Adjusting for “Risk,” It’s Not “Risk Adjustment”
    Restoring the Indifference Ideal: If It’s Not Adjusting for “Risk,” It’s Not “Risk Adjustment” ACA risk adjustment ... Family Foundation (KFF) states it this way, “The ACA’s risk adjustment program is intended to reinforce market ...

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    • Authors: Greg Fann
    • Date: Jun 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Health Watch
    • Topics: Experience Studies & Data; Health & Disability>Health care
  • SOA Accelerated Underwriting Practices Survey
    actuaries and others is what kind of mortality slippage, i.e., mortality in excess of fully underwritten experience ... five ways: Direct company comparison of expected mortality for AU eligible policies that had the underwriting ...

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    • Authors: Allen Klein
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
  • L’avenir des normes en matière de rapports sur la durabilité
    The IFRS Foundation’s establishment of the International Sustainability Standards Board is a major step ...

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    • Authors: Kyle Lawless
    • Date: Dec 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Financial Reporting & Accounting
  • Changes to FSA Requirements in 2023: What it Means for the GI Track
    Spring 2022 exams wouldn’t be distracted. The Board’s motivation for this reduction of exam hours and content ... structure. The Retirement Benefits track (RET) for U.S. candidates has two Enrolled Actuaries multiple-choice ...

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    • Authors: Anthony Cappelletti
    • Date: Jun 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: General Insurance Insights
    • Topics: Actuarial Profession; General Insurance (Property & Casualty)
  • Chairperson’s Corner: 2022 Welcome and Strategic Themes
    Chairperson’s Corner: 2022 Welcome and Strategic Themes 2022 Welcome and Strategic Themes for the Marketing ...

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    • Authors: Manisha Dias
    • Date: May 2022
    • Publication Name: News Direct
    • Topics: Technology & Applications; FinTech & InsurTech
  • Social Security Changes for 2022
    Public Interest, November 2021 Every October, the U.S. Social Security Administration (SSA) announces certain ... 2022. Benefit Increase Since 1984, Social Security's COLAs have been based on the third-quarter-to-third-quarter ...

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    • Authors: Bruce Schobel
    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Social Insurance; Social Insurance>Social Security
  • Are Your Indexed UL Earnings Underperforming Pricing Expectations?
    indexed UL insurance and possible reasons why a company's actual indexed UL earnings may be below their original ... Francis Hebert-Losier Product Matters!, February 2024 U.S. insurers haven’t necessarily seen the growth in ...

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    • Authors: Nik Godon
    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • RBC Updates
    Insurers (ACLI) based on work completed by Moody's Analytics (Proposal 2021-11-L), and the other was ... meeting. The new bond factors are shown in Table 1. Table 1 Bond Risk Factors These factors appear on ...

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    • Authors: Douglas Brown
    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting
  • Regulatory Trends: AI and Insurance
    explores recent regulatory developments, in the U.S. and the E.U. related to artificial intelligence, and briefly ... opportunity unavailable on the basis of an individual’s actual or perceived race, color, ethnicity, sex, religion ...

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    • Authors: Mark Sayre
    • Date: Oct 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Public Policy; Technology & Applications
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