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  • A View from the SOA's Staff Fellow for Retirement
    A View from the SOA's Staff Fellow for Retirement Andy Peterson provides for interesting insights from ... I recently had the opportunity to attend the SOA’s Investment Symposium event held in New York in mid-March ...
    • Authors: Andrew Peterson
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • Chairperson’s Corner
    Chairperson’s Corner A discussion on investment strategies and long-term financial planning techniques ...

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    • Authors: Chad Aaron Hueffmeier
    • Date: Feb 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • Study Note Corner
    Study Note Corner Study Note Corner from Pension Section News, October 2000, Issue No. 44. Accounting ... News, October 2000, Issue No. 44. Accounting standards;Pension plan assets; 10276 10/1/2000 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Oct 2000
    • Competency: Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Qualifications; Finance & Investments>Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]
  • IRS Issues Guidance on the Separate Account Dividends Received Deduction
    issues variable annuity contracts under which certain charges are assessed, such as mortality and ex- pense ... employees, deferred annuities before the deferred annuity starting date, and amounts le on deposit. 7 ...

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    • Authors: Samuel A Mitchell, John Adney
    • Date: Jun 2016
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Value Investing in Canada: Recent Experience and Drivers of Performance
    are char- 4 | RISKS AND REWARDS FEBRUARY 2012 Table I above shows three- to 10-years rolling average ... Sharpe ratios for value and growth indices. As the table exhibits, the value index had consistently out- ...

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    • Authors: Alejandro C Chomski
    • Date: Feb 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
  • An Introduction to Private Equity and Infrastructure Investing
    By George Eknaian 35 Inflation vs. Deflation (U.S. vs. Europe/Japan) By Allan Levin 37 Risks & Rewards ... Crossword Puzzle By Warren Manners IS S U E 6 6 A U G U S T 2 0 1 5 INVESTMENT SECTION An ...

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    • Authors: David Rogers, John W. Gray
    • Date: Aug 2015
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments
  • A Review of Root Cause in Insurer Insolvencies and Impairments
    Figures 1 and 2 illustrate the historical number of U.S. and Canadian insurer insolvencies by year and by ... compensation; P&C commercial liability; Life & Annuity, Health, including long- term care (LTC); and Health ...

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    • Authors: David Heppen, Veronika Cooper
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Investments
  • IRS Utilizes the Industry Issue Resolution Program to Resolve the Insurance Industry Bad Debt Issue
    process as applied to the Insurance Industry's Bad Debt Issue. The article describes the IRR process ... described in LB&I Commissioner Heather Maloy's Directive dated July 30, 2012 (LB&I-4-0712-009) ...

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    • Authors: Arthur Schneider
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • ACLI Update: Senate Finance Committee Staff Education Sessions
    July and early August 2012, on a series of round table education ses- sions on life insurance products ... return regulations and guidance on combina- tion annuity/qualified long-term care contracts. We thanked ...

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    • Authors: Mandana Parsazad
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • The Importance of Making Things More Complex
    sits there smiling, loving all of the atten- tion he`s getting as the cartoon shows that all he hears is ... ” When the debt ceiling was in fact raised, the U.S. stock market actually declined 15 percent in the ...

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    • Authors: Steven Scoles
    • Date: Feb 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments