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  • U.S. Multiemployer Pension Plan Contribution Indices
    actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...

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    • Authors: Society of Actuaries, Lisa Schilling
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
  • Concurrent Session 4B: Using Factor Investing in Strategic Asset Allocation
    80% of the variability across asset classes. Primary drivers of returns across asset classes and broad ... points to consider:  Options 1 & 2 offer the most direct diversification benefit by explicitly increasing ...

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    • Authors: Society of Actuaries, Ward Bortz, Peter H Sun
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • War Problems
    "result of an act of war" type of exclu- sion. The primary reason for adopting any war clause at this time ... far greater proportion of lives exposed to the direct hazards of war than occurred under National Service ...

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    • Authors: Society of Actuaries, Harry Walker, E A Dougherty, Alton P Morton, Edward A. Rieder, Ralph Keffer, Edwin L Bartleson, Harold A Garabedian
    • Date: Nov 1950
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Claims - Life Insurance
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices
    “risk agent” could offer the additional service of direct risk mitigation and not just mitigation of the ... and/or broader marketing (e g., worksite marketing, direct response), temporary advantages such as those ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only
    “risk agent” could offer the additional service of direct risk mitigation and not just mitigation of the ... and/or broader marketing (e g., worksite marketing, direct response), temporary advantages such as those ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • U.S. Multiemployer Pension Plan Withdrawal Liability Basics and Collectibility
    actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • Underwriting
    substantial to offset such selection as they may care to exert. They apparently do not understand the ... be serious enough to warrant the insertion of a direct inquiry in the examination form about the use ...

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    • Authors: Society of Actuaries
    • Date: May 1957
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Taxing Times, Volume 13, Issue 1, February 2017
    larger issues elsewhere (the Great Recession, health care) or because of divided government. But here we are ... planning to do for PBR. I believe fervently that the primary mission of every Society of Actuaries section ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Investment Fallacies e-book
    Misconception #1: Plan Sponsor Risk vs. Plan Risk The primary risks embedded in bond pricing and actuarial ... heart of a typical actuarial valuation. The primary risk embedded in bond pricing is that the bond ...

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    • Authors: Dimitry D Mindlin, Society of Actuaries
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • U.S. Multiemployer Pension Plan Pending Insolvencies
    actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans