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  • Understand ORSA Before Implementing It
    Understand ORSA Before Implementing It The National Association of Insurance Commissioners ... implement a new regulatory requirement that requires U.S. insurers to perform an Own Risk and Solvency Assessment ...

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    • 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
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...

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    • 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