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  • Merger and Acquisition Issues Specific to Group Life and Health Products
    provide a big picture overview of the M&A process and the roles of the actuary, investment banker, outside ... appraisals, ASOP 19 and due diligence. From Record of Society of Actuaries, Vol. 30, No. 1, Session 94 Assumptions;Mergers ...

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    • Authors: Thomas Corcoran, Jim Toole, Rajeev Dutt
    • Date: May 2004
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments
  • Consulting on Mergers and Acquisitions
    discusses the effect on pension plans of mergers and divestitures and looks at the importance of due diligence ... diligence as part of the process. The discussion also presents the reality of actuaries on trial for negligence ...

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    • Authors: Ronald Gebhardtsbauer, James A Kenney, Hector H Mislavsky, Max J Schwartz
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments; Pensions & Retirement>Corporate plans