Announcement: SOA congratulates the new FSAs for June 2024.

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  • The Syllabus as an Instructional Aid for Complex Problem-Solving
    Problem-Solving This article studies the syllabus as a dynamic, interactive teaching tool that informs and is ... students plan. This article studies the syllabus as a dynamic, interactive teaching tool that informs and is ...

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    • Authors: Russell Hendel
    • Date: Aug 2023
    • Competency: Communication; Leadership; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Expanding Horizons
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Competencies
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    qualifying for tax-related advantages; and 4. Dynamic policyholder behavior functions reflecting scenario- ... the significant predictors of experi- ence and dynamic policyholder behavior functions that will serve ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    qualifying for tax-related advantages; and 4. Dynamic policyholder behavior functions reflecting scenario-dependent ... identify the significant predictors of experience and dynamic policyholder behavior functions that will serve ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • The Stepping Stone, July 2017, Issue 66
    The Stepping Stone, July 2017, Issue 66 July 2017 issue of The Stepping Stone by Leadership ... two-way dynamic and inviting others’ involvement, while men essen- tially establish a one-way dynamic that ...

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    • Authors: Society of Actuaries
    • Date: Jul 2017
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • The User Experience
    The User Experience How can actuaries tailor their work to a target audience? This article ... Are the user controls intuitive? If your work is dynamic, make sure that the user controls are fool-proof ...

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    • Authors: Robert Lang, MICHAEL JOSEPH GILLESPIE, Evan Morgan
    • Date: Jun 2017
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices
  • Financial Economics and Pension Plans
    Financial Economics and Pension Plans Models are useful in illustrating various facets of complex ... aspects that are considered implausible, what dynamic is believed to exist in the real world, and how ...

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    • Authors: Aaron Weindling
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Economics>Financial economics
  • System Peer Review
    System Peer Review This article covers the importance of a system peer review within the systems ... actuaries face mounting challenges to keep pace. Dynamic systems that support stochas- tic modeling will ...

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    • Authors: Michael Failor
    • Date: Nov 2016
    • Competency: Professional Values>Practice expertise
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Software
  • End to End Assumption Documentation Practices
    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development ... for highly variable assumptions, such as the dynamic lapse assumption for variable annuity products ...

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    • Authors: Hua Li, Alexander Zaidlin
    • Date: Jul 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data
  • End to End Assumption Documentation Practices
    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development ... for highly variable assumptions, such as the dynamic lapse assumption for variable annuity products ...

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    • Authors: Alexander Zaidlin, Hua Li
    • Date: Mar 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data
  • Small Talk
    interest KRD reflects the impact of both dynamic lapse and dynamic GLIB utilization in response to interest ... desirable to separate out the impact of dynamic lapse and dynamic GLIB utilization from the in- terest KRD ...

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    • Authors: Society of Actuaries
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
  • February issue of The Stepping Stone
    February issue of The Stepping Stone February issue of The Stepping Stone Professional Development;Interpersonal ... PAIN INTO THE PRESENT One way to counteract this dynamic is to bring the future pain into the present.

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: Communication>Active listening; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Professional Values; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Traditional careers
  • Public Pension Crisis: Role of the Actuarial Profession
    Public Pension Crisis: Role of the Actuarial Profession Challenge to actuarial business as usual ... time.” – Max Planck What does this imply? That dynamic career-long learning might require greater effort ...

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    • Authors: Jeremy Gold
    • Date: Jan 2016
    • Competency: Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Pensions & Retirement>Public sector plans
  • The next step forward: Can one actuarial system do it all?
    The next step forward: Can one actuarial system do it all? The next evolution of actuarial ... and cloud solutions have enabled more com- plex, dynamic analyses to be produced in a timely fashion. Adopting ...

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    • Authors: Corey A Carriker, Jason Morton, Ryan Kiefer
    • Date: Dec 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Forecasting; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Stochastic models
  • The Stepping Stone
    The Stepping Stone The Stepping Stone issue 60, November 2015 influence decisions;interpersonal ... process. Think about how often you see this dynamic with your clients (or in your organization). For ...

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    • Authors: Society of Actuaries
    • Date: Nov 2015
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>General business skills; Leadership>Change management; Leadership>Influence; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • The Actuary October/November 2015
    analytics techniques to project living benefit dynamic lapses. Predictive analytics techniques can also ... and dynamic lapses. With traditional techniques, base lapses are required to estimate dynamic lapses ...

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    • Authors: Society of Actuaries
    • Date: Oct 2015
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers; Public Policy
  • The Modeling Platform
    implementation are almost certainly fluid and dynamic, being constantly expanded, improved, and likely ... for Variable Annuity Guaranteed Benefits with Dynamic Policyholder Behavior. Preprint. Available on ...

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    • Date: Jul 2015
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Computer science
  • The Actuary August/September 2014
    Does the portion of model require static or dynamic validation? These bullet points are just a taste ... current period actuals. Some refer to this as dynamic validation interchangeably. Most models have ...

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    • Authors: Society of Actuaries
    • Date: Aug 2014
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers
  • The Actuary February/March 2014
    The Actuary February/March 2014 The February/March 2014 edition of The Actuary magazine—the Society ... efficiency iii. To ensure C-ROSS can adapt to the dynamic and rapidly changing market environment iv ...

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    • Authors: Society of Actuaries
    • Date: Feb 2014
    • Competency: Communication; External Forces & Industry Knowledge; Leadership>Mentoring; Leadership>Thought leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers; Public Policy
  • The Actuary December 2013/January 2014
    Heineman, ASA, highlighted the consolidation dynamic. “In general, I expect health plans to consolidate ... considerations about sustainability issues should be dynamic, possibly using complexity theory to consider ...

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    • Authors: Society of Actuaries
    • Date: Dec 2013
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers
  • Current Trends in Asset Adequacy Testing
    method is to review for reasonableness. Some dynamic validation occurs but to a much lesser degree ... up to five listed assumptions. It appears that dynamic lapses is the assumption that concerns the appointed ...

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    • Authors: Leon Langlitz
    • Date: Sep 2013
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices
  • The Actuary, April/May 2013, Volume 10, Issue 2
    The Actuary, April/May 2013, Volume 10, Issue 2 The April/May 2013 edition of The Actuary magazine—the ... there are too many of them, each embedded in dynamic adaptive complex systems. Given all the facts ...

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    • Authors: Society of Actuaries
    • Date: Apr 2013
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers
  • Failing Forward: How Silicon Valley Works Better
    Failing Forward: How Silicon Valley Works Better Overview of a recent visit to silicon valley and ... more detail in Part 2. An important cultural dynamic at work here is that these firms have created ...

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    • Authors: Lance H Poole
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • The Actuary, October/November 2012, Volume 9, Issue 5
    The Actuary, October/November 2012, Volume 9, Issue 5 The October/November 2012 edition of The Actuary ... plus enhanced Web technologies that provide a dynamic reading experience. • Simple navigation with ...

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    • Authors: Society of Actuaries
    • Date: Oct 2012
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Professional associations; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers
  • Managing Time: A Framework for Making Smarter Choices with How You Spend that Time
    Managing Time: A Framework for Making Smarter Choices with How You Spend that Time Your goal ... some are also more important than others. The dynamic tension between urgency and importance characterizes ...
    • Authors: Jay W Vogt
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills
  • How to be a Star Performer in Your Company
    How to be a Star Performer in Your Company The authors suggest that mastering 'star ... along in your career if you are seen as a sharp, dynamic, follower working along with co-workers, rather ...

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    • Authors: Aimee Kaye, Patty Kent
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices
  • Responses To “DAC Expectations”
    to: i) review and update the mor- tality and (dynamic) lapse rate assumptions within the valuation models; ... process.” Mary was also tasked with assessing the dynamic lapse rates. Scenario-dependent assumptions often ...

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    • Authors: Frank Grossman
    • Date: Feb 2011
    • Competency: Professional Values>Ethical standards
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices
  • The Actuarial Ethicist: Responses to Stochastic Cherry Orchard
    The Actuarial Ethicist: Responses to Stochastic Cherry Orchard A summary of the responses to the ... asset-liability model.” One actuary cited the dynamic policyholder behav- ior assumptions present in ...

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    • Authors: Frank Grossman
    • Date: Oct 2010
    • Competency: Professional Values>Ethical standards
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices
  • ERM Opportunities for Health Practitioners
    ERM Opportunities for Health Practitioners Summary of recent SOA-sponsored research on Enterprise ... risk management (ERM) pro- cess is an iterative dynamic. The field is evolving as new issues and solutions ...

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    • Authors: Max Rudolph
    • Date: May 2010
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Enterprise Risk Management; Enterprise Risk Management>Compliance
  • Spreadsheet Issues: Pitfalls, Best Practices, and Practical Tips
    Spreadsheet Issues: Pitfalls, Best Practices, and Practical Tips The author has gathered a variety ... on the other hand, generally are looking at the dynamic possibilities of a spreadsheet, having several ...

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    • Authors: Mary Campbell
    • Date: Feb 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Best practices; Technology & Applications>Software
  • Lessons from the U.K.
    Lessons from the U.K. Discussion of the investigation of the Faculty and Institute of Actuaries ... financial condition reports such as set forth in our dynamic rinancial condition analysis hand- book and at ...

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    • Authors: Walter Rugland
    • Date: Sep 2002
    • Competency: Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Systematic risk; Public Policy
  • Understanding The Regulatory Actuary
    Understanding The Regulatory Actuary This article highlights the role of the regulatory actuary and ... regulatory perspectives - is not static, it’s dynamic. Our knowledge base comes from what each of ...

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    • Authors: Craig Kalman
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices
  • Some Directions for Actuarial Research
    Some Directions for Actuarial Research Discusses the direction for actuarial research ... various experience studies; 2) the nature and dynamic character of the observed data; and 3) the computer-based ...

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    • Authors: Cecil J Nesbitt
    • Date: Dec 1987
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Professional development
  • Book Review - Errors
    Book Review - Errors Book review on Standards for Discussion and Presentation of Errors in Survey ... impact of inflation do so on a relatively un- dynamic basis and thus are always ‘<catching up.” For ...

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    • Authors: Robert J Johansen
    • Date: Dec 1975
    • Competency: Communication>Written communication
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Demography>Population data