Announcement: SOA congratulates the new FSAs for June 2024.

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  • Navigating Cost-Sharing Reduction Subsidy Defunding
    Navigating Cost-Sharing Reduction Subsidy Defunding This paper will examine why CSR defunding ... due to CSR defunding exacerbates the underlying dynamic of the individual market. In theory, risk adjustment ...

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    • Authors: Michael Cohen, Peter van Laarhoven
    • Date: Mar 2019
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health insurance; Public Policy
  • Long-Term Care Modeling, Part 3: Model Validation
    period over which the historical data applies. Dynamic validation on key LTC model cash flows may be ... MODELING PLATFORM | 31 they may include static and dynamic validation, and retrospec- tive testing. In addition ...

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    • Authors: Jeremy Levitt, Lo Linda Chow, Yuan Yuan, Laura Knab
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Modeling Platform
    • Topics: Long-term Care>Long-term care insurance
  • Up Front with the SOA's Staff Fellow
    year in a row, ILTCI attendees were treated to a dynamic discourse between experienced industry experts ... four compa- nies participated in one of the more dynamic sessions of the week. Each company represented ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • A Matrix of Opporutnities: ILTCI 2018 Conference Recap
    year in a row, ILTCI attendees were treated to a dynamic discourse between experienced industry experts ... four compa- nies participated in one of the more dynamic sessions of the week. Each company represented ...

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    • Authors: Sharon Reed
    • Date: Aug 2018
    • Competency: Leadership>Professional network leverage; Professional Values>Practice expertise
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • Long-Term Care News, Issue 48, April 2018
    year in a row, ILTCI attendees were treated to a dynamic discourse between experienced industry experts ... four compa- nies participated in one of the more dynamic sessions of the week. Each company represented ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: Professional Values>Practice expertise
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • The Modeling Platform, April 2018, Issue 7
    and interdependent. The cell testing process is dynamic, ranging from a simple, time- dependent roll forward ... ELEMENTS In summary, we discussed the elements in a dynamic system- based cell testing approach. This system- ...

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    • Authors: Society of Actuaries
    • Date: Apr 2018
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Enterprise Risk Management>Governance; Modeling & Statistical Methods>Modeling efficiency
  • Interactive Activities for Deeper Learning
    Interactive Activities for Deeper Learning By Diana Skrzydlo Diana Skrzydlo explains how using ... course for the first time, I wanted to use a more dynamic approach to promote a deep understanding of the ...
    • Authors: Diana Katherine Skrzydlo
    • Date: Oct 2017
    • Competency: Professional Values>Practice expertise
    • Publication Name: Expanding Horizons
  • 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
  • June Webinar Topic: Sensitivity Testing and Setting Margins, Plus a Fully Stochastic PBR Method
    some assumption types are better handled through dynamic functions than by A/E ratios (such as flexible ... setting assumptions and margins and developing dynamic functions to use in modeling. Using the multi-risk ...

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    • Authors: Mark Birdsall
    • Date: Sep 2017
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • 2016 SOA Modeling Sessions
    this session described methods for developing dynamic functions of full surrender and guaranteed lifetime ... session addressed three issues related to the dynamic hedging of variable annuity products. First, they ...

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    • Authors: Jennifer Wang, Mary Campbell
    • Date: Apr 2017
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Enterprise Risk Management>Governance; Modeling & Statistical Methods>Modeling efficiency
  • The Modeling Platform, April 2017, Issue 5
    this session described methods for developing dynamic functions of full surrender and guaranteed lifetime ... session addressed three issues related to the dynamic hedging of variable annuity products. First, they ...

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    • Authors: Society of Actuaries
    • Date: Apr 2017
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Enterprise Risk Management>Governance; Modeling & Statistical Methods>Modeling efficiency
  • No-See-Ums (Part 2)
    No-See-Ums (Part 2) Update on IASB Activities during the last quarter of 2016. International Accounting ... Henry is Mostly Rightabout IFRS for Insurance Dynamic Assumption-Setting for Variable andNon- Variable ...

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    • Authors: Henry Siegel
    • Date: Mar 2017
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Taxing Times, Volume 13, Issue 1, February 2017
    Taxing Times, Volume 13, Issue 1, February 2017 Read the February 2017 issue of Taxing Times published ... 0— 21 , 2 01 7 The ERM Symposium provides a dynamic environment for thought leadership, best practices ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Modeling Sessions at the 2016 Life/Annuity Symposium: Summary
    Modeling Sessions at the 2016 Life/Annuity Symposium: Summary A summary of Modeling Section-sponsored ... efficiency;Stochastic models;Deterministic models;Dynamic simulation models 6442473150 12/1/2016 12:00:00 ...

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    • Authors: Mary Campbell
    • Date: Dec 2016
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Modeling Platform
    • Topics: Enterprise Risk Management>Governance; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Dynamic simulation models; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Stochastic models
  • Roll Your Own Cluster Model
    Roll Your Own Cluster Model This article walks through the process of building a cluster model ... to these items from the representative cell. Dynamic items such as initial reserve, initial fund, amount ...

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    • Authors: Robert Crompton
    • Date: Dec 2016
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Modeling & Statistical Methods>Modeling efficiency
  • The Modeling Platform, December 2016, Issue 4
    to these items from the representative cell. Dynamic items such as initial reserve, initial fund, amount ... Model fitting. This includes retrofitting and dynamic testing to assess and validate that the model ...

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    • Authors: Society of Actuaries
    • Date: Dec 2016
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Modeling Platform
    • Topics: Enterprise Risk Management>Governance; Modeling & Statistical Methods
  • 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
  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    The Sustainability of the New American Entitlement: Actuarial Values and the ACA The article discusses ... by the Congressional Bud- get Office, before dynamic scoring was in play), available federal funds ...

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    • Authors: Gregory Fann
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability
  • 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
  • Health Care Insights
    Health Care Insights The SOA provides information about the actuarial career path in health ... considering a nontraditional path: "This is a dynamic field. It doesn't matter how many years of experience ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Topics: Actuarial Profession>Alternative careers; Health & Disability>Health care; Predictive Analytics
  • 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
  • Up Front with the SOA Staff Fellow
    Up Front with the SOA Staff Fellow Review of 2015 from perspective of the Health Section Health ... etc., one would be hard-pressed to find a more dynamic industry. And I’m proud to say that the Health ...

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    • Authors: Joseph Wurzburger
    • Date: Dec 2015
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance
  • Dynamic Assumption-Setting for Variable and Non-Variable Annuities
    Dynamic Assumption-Setting for Variable and Non-Variable Annuities Examination of full surrender and ... articles focuses on full surrenders and building a dynamic surrender function using predictive modeling tools ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2015
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
  • An Introduction to Private Equity and Infrastructure Investing
    An Introduction to Private Equity and Infrastructure Investing Provides an overview of special ... Frank Grossman 12 On The Importance Of Hedging Dynamic Lapses In Variable Annuities By Maciej Augustyniak ...

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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
  • 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
  • Professional Development: Your Opportunity to Grow
    Professional Development: Your Opportunity to Grow Professional development opportunities from ... 2015, NEW YORK, NY REGISTER TODAY AT SOA.ORG/LAS DYNAMIC SPEAKERS NETWORKING WITH 400+ PEERS 60 THOUGHT- ...

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    • Authors: Society of Actuaries
    • Date: Jan 2015
    • Competency: Communication>Oral communication; Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Life Insurance>Marketing and distribution - Life Insurance
  • Zen Actuary Installment 4: Embrace the Chaos
    Zen Actuary Installment 4: Embrace the Chaos Fourth installment in an ongoing series of articles ... and adjusting the hedging positions per our dynamic strategy is proving almost impossible due to market ...

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    • Authors: Richard J Lauria
    • Date: Nov 2014
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Implementing the ACA: An Actuarial Perspective
    Implementing the ACA: An Actuarial Perspective Interviews with several actuaries who are subject ... Heineman, ASA, highlighted the consolidation dynamic. “In general, I expect health plans to consolidate ...

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    • Authors: Karin Swenson-Moore
    • Date: Dec 2013
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Health insurance; Public Policy; Public Policy
  • Reminiscences of a Prophet Operator
    Reminiscences of a Prophet Operator Read this article for an overview of Sungard’s Prophet ... features like extended formulas, array variables, dynamic loops and others really require some serious training ...
    • Authors: Anton Kobelev
    • Date: Oct 2013
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: CompAct
    • Topics: Technology & Applications>Software
  • Will Computers Ever Overcome the Need for Actuaries?
    Will Computers Ever Overcome the Need for Actuaries? An overview of how the actuary's ... come up with laws, limits and regulation in a dynamic and always changing world. They need to understand ...

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    • Authors: Bruno Caron
    • Date: May 2012
    • Competency: Professional Values>Practice expertise
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession; Technology & Applications
  • 9th Annual PD Symposium Hits L.A.
    9th Annual PD Symposium Hits L.A. Column describing the events of a recent Product Development ... committee, chaired by Kevin Howard, put together a dynamic program of sessions with Hollywood-themed titles ...

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    • Authors: Robert Stone
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • Better Standard for Setting Standards
    Better Standard for Setting Standards This author makes a few suggestions for how the ASB can ... followed World War II, lay ahead. And with it, a dynamic increase of actuaries in the pension and health ...

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    • Authors: David R Kass
    • Date: Feb 2007
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Standards of practice
  • The New Risk Management Professionals
    those cases where the liability cash flows are dynamic. Actuaries have evolved a sophisticated asset-liability ... recognition as risk experts. Risk management is dynamic and action-oriented. It in- volves making choices ...

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    • Authors: Narayan S Shankar
    • Date: Nov 2004
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Portfolio management - ERM
  • Reflections of a Regulatory Actuary
    Reflections of a Regulatory Actuary Reflections of a Regulatory Actuary by Larry Gorski Annuity ... 1980 CSO Mortality Table introduced the idea of dynamic maximum valuation and nonforfeiture inter- est ...

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    • Authors: Larry M Gorski
    • Date: Mar 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • 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
  • OASDI Earnings Test
    OASDI Earnings Test The author analyzes the arguments for and against a Social Security earnings ... paid. Because our social and economic system is dynamic, these areas should be reviewed periodically even ...

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    • Authors: James L Cowen, Ralph E Edwards, Thomas J Hummel, Warren Luckner, Robert J Myers
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Transactions of the SOA
    • Topics: Social Insurance>Social Security
  • To Be Continued - Actuarial Research At North American Universities
    General (VW) Portability of Pensions (UL) Dynamic and Stochastic models (MA,WM) Valuation of Pension ... pension areas, particularly funding (UM), for dynamic and stochastic approaches to pension funding (BC ...

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    • Authors: H J Boom
    • Date: Oct 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Professional associations
  • Duke Conference On Simulation
    Duke Conference On Simulation Article discusses the conference on mathematical simulation ... simulation models at Duke University on Oct. 31, 1968. Dynamic simulation models; 11724 1/1/1969 12:00:00 AM ...

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    • Authors: Edward A. Lew
    • Date: Jan 1969
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Modeling & Statistical Methods>Simulation