Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

1 - 3 of 3 results (0.67 seconds)
Sort By:
  • Understand ORSA Before Implementing It
    Understand ORSA Before Implementing It The National Association of Insurance Commissioners (NAIC) is moving ... a response to the ORSA requirement, insurers will want to understand its genesis and the underlying rationale ...

    View Description

    • Authors: Owen J Stein
    • Date: May 2012
    • Competency: Communication>Written communication; External Forces & Industry Knowledge; Leadership>Change management; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Financial Life Planning at Work
    Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ... Scott M. Spann and Cynthia Meyer While the extent of the looming retirement crisis is debatable, most ...

    View Description

    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • An Enhanced Social Security Benefit
    provides what most actuaries like to see in terms of how to address retirement, meaning individuals are ... annuitizing retirement. What is desired is a steady flow of income on which people can depend. That Social Security ...

    View Description

    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy