Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Universal Life and Indeterminate Premium Products and Policyholder Dividends
    TRANSACTIONS OF SOCIETY OF ACTUARIES 1983 VOL. 35 UNIVERSAL L IFE AND INDETERMINATE PREMIUM PRODUCTS ... dividends are advanced. The paper challenges al- ternative tax treatments of excess interest credits ...

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    • Authors: Ted E Becker, Stephen D Bickel, Robert J Callahan, Mark Anthony Hug, Thomas G Kabele, Stephen B Moses, John Palmer, Claude Thau, John C Winter
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy; Public Policy
  • Pension Fund Investments
    dealt with pension fund investments with respect to the following discussion topics: A. In May, 1962 ... objectives as to the proportion of pension funds invested in equities and b methods of valuing equity pension ...

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    • Authors: Application Administrator, Robert M Duncan, Anthony C Sharp, Robert C Tookey, William M Anderson
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • Pricing Issues Resulting from Budget Setting and Stoploss in ACO Arrangements
    ACO budgeting and pricing of stoploss coverage, including: 1) attribution of members; 2) claim carve outs; ... stoploss terms; 4) providers gaming the system and 5) credibility of data. ;; Health care reform; Health ...

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    • Authors: Anthony Rubiano
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health risks; Health & Disability>Payment models; Public Policy
  • Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation
    Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation The panelists from ... from this session at the June 2000 meeting of the Society of Actuaries in San Diego compare and contrast ...

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    • Authors: Application Administrator, Christian J DesRochers, Philip Friedlan
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Medicare Advantage Star Ratings: Expectations for New Organizations
    Medicare Advantage Star Ratings: Expectations for New Organizations This ... article makes organizations entering the MA market aware of the star rating climate, as well as short- ...

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    • Authors: Kelly Backes, Julia Friedman, Dustin Grzeskowiak, Elizabeth Phillips, Patricia Zenner
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance; Social Insurance>Medicare
  • Spotlight On Asia Retirement
    planning;global markets;retirement income May 2018 The Society of Actuaries (SOA) and  LIMRA jointly commissioned ... research project to study the current state and future opportunity of the retirement market in Asia.  ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Global Perspectives; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • Addressing climate change belongs in the insurance companies
    Addressing climate change belongs in the insurance companies Based on interviews with C-level executives ... executives, this report offers insights on the role and actions of the global insurance industry in addressing ...

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    • Authors: Maryam Golnaraghi
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • Financial Decision-Making Theory and the Small Employer Health Insurance Market in Texas
    and the Small Employer Health Insurance Market in Texas This paper describes in detail each of five ... employees. It then describes the advantages and disadvantages to the various players: carriers, employers ...

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    • Authors: Bonnie Albritton
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Economics>Health economics; Health & Disability>Health insurance
  • Considerations for Surplus Determination under ACA
    Considerations for Surplus Determination under ACA Discussion of the impact of the ACA on ... Surplus Determination under ACA Discussion of the impact of the ACA on RBS and required surplus for a health ...

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    • Authors: Daniel Pribe, Richard Tash, David M Tuomala
    • Date: May 2014
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy
  • The Medicare Advantage 5-Star Rating Program and Its Implications for Actuaries
    The Medicare Advantage 5-Star Rating Program and Its Implications for Actuaries Explanation of Medicare ... important features of the program from an actuarial perspective, how the components of the STAR rating are ...

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    • Authors: Adrian L Clark, Gabriela Dieguez, Bradley James Piper
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health insurance; Health & Disability>Payment models; Public Policy