Description: This is an Excel workbook containing links to papers, articles and newsletters which are useful to the study of the principles of finance and their application to pension plans. Topics include accounting, assumptions/methods, actuarial standards, behavioral economics, design, financial economics, full funding, immunization, investments, minimum funding, market value, pension finance, PBGC, risk, and traditional defined benefit view. For each document listed in the workbook, its abstract or a short synopsis is also included to help the user choose appropriate readings.

Description: This is an Excel spreadsheet, provided by the Society of Actuaries Pension Section, containing Social Security Earnings Base and Payroll Tax Rates, Social Security Wage Index and Maximum PIA, other Social Security program data, Medicare data, Railroad Retirement Earnings Base and Payroll Tax Rates, and the number of recipients and average monthly OASDI benefits.

Description: This is an Excel workbook containing links to papers, articles and newsletters which are useful to the study of the principles of finance and their application to pension plans. Topics include accounting, assumptions/methods, actuarial standards, behavioral economics, design, financial economics, full funding, immunization, investments, minimum funding, market value, pension finance, PBGC, risk, and traditional defined benefit view. For each document listed in the workbook, its abstract or a short synopsis is also included to help the user choose appropriate readings.

Description: This is a spreadsheet showing the appendices to the report on intercompany mortality experience by amount of insurance under standard individually underwritten issues. This study includes policy years 2005-07. Please see the SOA website experience studies for the full report and other related data tables.

Description: Excel spreadsheet showing immediate annuity example of GAAP benefit reserves and Unearned Revenue Liability calculation from the U.S. GAAP & IFRS: Today and Tomorrow conference in New York in September of 2010.

Description: This is a spreadsheet showing the appendices to the report on intercompany mortality experience by amount of insurance under standard individually underwritten issues. This study includes policy years 2005-07. Please see the SOA website experience studies for the full report and other related data tables.

Description: This template was created as a tool to help brainstorm ideas for session topics that are aligned with the SOA Competency Framework. The following table lists the eight core SOA competencies identified by the membership as being key to actuarial success. Every meeting topic will fall into one or more of the competencies. Aligning meetings with the competency framework will help create better professional development offerings to support member needs.

Description: Excel spreadsheet showing a FAS 133 numeric example from this session of the 2010 U.S. GAAP & IFRS conference held in New YorkProduct.

Description: Excel spreadsheet example of GAAP calculations for a Universal life plan showing reserves and DAC under FAS97 . Also shown is an unlocking example from this session of the 2010 U.S GAAP & IFRS conference in New York.

Description: This is the traditional life excel spreadsheet example from this presentation on GAAP for traditional products under FAS60. This was part of the U.S. GAAP & IFRS: Today and Tomorrow conference held in New York in September of 2010.