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  • Update On Regulatory Developments
    Update On Regulatory Developments Feature article discussing U.S. and international regulatory developments of interest to actuaries in the financial reporting field. NAIC;Dodd-Frank ...

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    • Authors: Francis de Regnaucourt
    • Date: Mar 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • The Valuation Actuary and Insolvencies
    The Valuation Actuary and Insolvencies From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 Examination of real life case studies of recent insurance company ...

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    • Authors: Richard F Fisher, Charles D Friedstat, Lew H Nathan, Herbert S Wolf
    • Date: Oct 1986
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Actuarial Profession; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Gearing Up to be Appointed Actuaries
    Gearing Up to be Appointed Actuaries This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The panelists discuss the ...

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    • Authors: Robert H Dreyer, Frank S Irish, W Paul McCrossan, Walter Rugland, Christopher David Daykin
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments>Asset liability management; Global Perspectives; Public Policy
  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting. Discusses the new regulatory requirements, including the invention of an illustration ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Responsible Health Care Reform Part 4: Funding/Financing
    Responsible Health Care Reform Part 4: Funding/Financing Feature article discussing actuaries’ view of the perfect health care reform package with an emphasis on funding/financing. Part 4 of a ...

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    • Authors: Lawrence McCarthy, Barbara Niehus, Jay C Ripps
    • Date: Aug 2010
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy
  • The Continuing Saga of Term Insurance
    The Continuing Saga of Term Insurance This session focused on issues related to term life insurance. Topics included 1. Term life insurance products in the 1980's 2. Assumptions and ...

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    • Authors: Burnett A Halstead, Marshall H Lykins, Richard E Ostuw, Samuel B Shlesinger
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Public Policy
  • New Era - Regulator Outlines Changes In Financial Services Industry
    New Era - Regulator Outlines Changes In Financial Services Industry A regulator's perspective on the changing insurance and financial services industry, including changes in the state ...

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    • Authors: Jose Montemayor
    • Date: Oct 1999
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Change management; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Global Perspectives; Public Policy; Public Policy
  • ERISA - Current Developments
    ERISA - Current Developments From the Record 1977 Vol. 3, No. 4, this presentation is from a concurrent session at the Society of Actuaries 1977 Annual Meeting, held in Boston October 24-26. In ...

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    • Authors: David R Kass, Joseph P Macaulay, Marc M Twinney, Susan J Kilrain
    • Date: Dec 1977
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Indexed Separate Accounts
    Indexed Separate Accounts From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of indexed guaranteed separate accounts, ...

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    • Authors: Frank Cataldo, Victor Modugno, John D Murray, Jeffrey S Roth, John D Marcsik, Ronald S Oldenkamp, Mary Ida Compton
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Group plans - Annuities; Annuities>Pricing - Annuities; Finance & Investments>Investment strategy - Finance & Investments; Public Policy