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Retirement Adequacy in the United States: Should We be Concerned?
Retirement Adequacy in the United States: Should We be Concerned? An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement ...- Authors: Deborah Tully, Julie Curtis
- Date: Oct 2018
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Small Company Issues
Small Company Issues From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 This session talks about the issues that smaller companies deal with.- Authors: Stephen Marco, John Miller, Lori A. Truelove
- Date: Sep 2000
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods; Public Policy
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Mathematical Analysis of Phase 1 and Phase 2 of The Life Insurance Company Income Tax Act of 1959
Mathematical Analysis of Phase 1 and Phase 2 of The Life Insurance Company Income Tax Act of 1959 The purpose of this paper is to set forth a mathematical technique which in the author's ...- Authors: Quincy S Abbot, H Edward Harland, J Stanley Hill, Russell R Jensen, Joseph C Noback, Robert C Tookey, Harry D. Garber, John C Fraser
- Date: Apr 1962
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Tax accounting; Modeling & Statistical Methods; Public Policy
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Actuary/Accountant/Tax Attorney Dialogue on Notice 2013-19 and the Statutory Reserves Cap
Actuary/Accountant/Tax Attorney Dialogue on Notice 2013-19 and the Statutory Reserves Cap Actuary/accountant/tax attorney dialogue on recent guidance issued regarding treatment of deficiency ...- Authors: Edward Robbins, Mark Smith, Peter Winslow
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Reserves - Life Insurance; Public Policy
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Soundbites from the American Academy of Actuaries' Health Practice Council Activities
Soundbites from the American Academy of Actuaries' Health Practice Council Activities This article summarizes 2012 AAA activities relating to the Affordable Care Act implementation, ...- Authors: Heather E Jerbi, Tim M Mahony
- Date: May 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Health Watch
- Topics: Health & Disability>Health insurance; Public Policy; Public Policy
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Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...- Authors: Scott Koehler
- Date: Oct 2017
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
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Understanding Social Security’s Long-Term Fiscal Outlook
Understanding Social Security’s Long-Term Fiscal Outlook Social Security poses a substantial financing challenge for the future, largely due to demographic changes. This article explores the ...- Authors: Stephen Goss
- Date: Apr 2016
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Demography>Population data; Public Policy; Social Insurance>Social Security
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Update on the Research of Activities with Regard to C-1 Through C-3 Risk Analysis and Current Status of Required Surplus Formulas to Cover Those Risks
Update on the Research of Activities with Regard to C-1 Through C-3 Risk Analysis and Current Status of Required Surplus Formulas to Cover Those Risks From the 1986 Valuation Actuary Symposium, ...- Authors: Stanley B Tulin, Wayne E. Bergquist
- Date: Oct 1986
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Actuarial Profession; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Life Settlements—A Window Of Opportunity For The Life Insurance Industry?
Life Settlements—A Window Of Opportunity For The Life Insurance Industry? Feature article discussing the Life Settlements business: recent growth, pricing, and future of the business.- Authors: H Shumrak
- Date: Feb 2010
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Reinsurance News
- Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
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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 Advantage STAR rating program as it relates to payment rates for MA bids. Also describes ...- 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