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

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  • Covid-19: Dealing With the Crisis; Operational Management From an Actuary’s Point of View
    Covid-19: Dealing With the Crisis; Operational Management From an Actuary’s Point of View The Observatoire ... backgrounds, of this unprecedented crisis. Its first report reproduces the observations made with respect to ...

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    • Date: Sep 2020
    • Competency: Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Actuarial Profession; Actuarial Profession>Standards of practice; Enterprise Risk Management; Enterprise Risk Management>Compliance
  • ORSA Process Implementation for Internal Stakeholders
    for Internal Stakeholders The objective of this report is to provide benchmarking information that will ... benchmarking information, a cross-disciplinary survey was conducted to find out what insurance companies ...

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    • Authors: Ger Bradley, Padraic O'Malley, Milliman Inc
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk measurement - ERM
  • Legal Notes
    FIT deduction of group disability benefits, FTC jurisdiction over advertising, group life employee ineligibility ... reinstatement, and claims issues. Group health plans;Group life plans;Individual life plans; 1331 3/1/1957 12:00:00 ...

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    • Authors: B. M. Anderson
    • Date: Mar 1957
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Enterprise Risk Management>Compliance; Public Policy
  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the ... satisfying the section 7702 reasonable mortality requirements PBR;Taxes;Life insurance ;Product administration;Product ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    PricewaterhouseCoopers’ 2015 Risk in Review survey found a strong link between risk management capabilities ... largely because it’s delivering results. ACE Group, one of the largest global multiline property and ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; 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
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
  • ERM Symposium in Miami
    developed tracks for participants with backgrounds in life, health, finance, and property- casualty areas. ... Section https://www.soa.org/Files/resources/research-report/2018/national -risk-management.pdf Policyholder ...

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    • Authors: S Michael McLaughlin
    • Date: Aug 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; 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>Capital management - ERM; Enterprise Risk Management>Capital markets; Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systematic risk; Enterprise Risk Management>Systemic risk
  • ORSA Process Implementation for Internal Stakeholders Brief
    Professionals, Regulators Link to full report: http://www.soa.org/Research/Research-Projects/Risk- ... You Might Also Like: 2015 Emerging Risks Survey https://www.soa.org/Files/Research/research-2015-emerging- ...

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    • Authors: Zohair Motiwalla
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk measurement - ERM
  • In the Beginning...
    In the Beginning... Basic Qualification of Life Insurance Contracts under the Internal Revenue ... Qualification of Life Insurance Contracts under the Internal Revenue Code Taxation;Life insurance;Compliance ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Oct 2015
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance
  • Health Reform - A Proposal
    care quality;Health insurance;Inflation;Life expectancy;Life insurance;Medicaid;Medical expenses;Medicare;Premiums;Risk ... Security;Underwriting;Value-based insurance design;Whole life; 7399 6/1/2009 12:00:00 AM ...

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    • Authors: Timothy Luedtke
    • Date: Jun 2009
    • Competency: Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge; Leadership>Influence; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration
    • Topics: Enterprise Risk Management>Compliance; Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health insurance; Life Insurance; Life Insurance>Underwriting - Life Insurance; Life Insurance>Whole life; Long-term Care>Medical expenses; Pensions & Retirement>Funding; Social Insurance>Medicaid; Social Insurance>Medicare; Social Insurance>Social Security; Health & Disability>Electronic medical record
  • Medicaid Health Plans: Ensuring Appropriate Rates in an Era of Rapid Expansion
    Medicaid Health Plans: Ensuring Appropriate Rates in an Era of Rapid Expansion AHIP commissioned ... of Rapid Expansion AHIP commissioned the Menges Group to write this white paper on key pressures in the ...

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    • Authors: Society of Actuaries
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Ethics; Actuarial Profession>Standards of practice; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance