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

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  • What Is Enterprise Risk Management, and Why Should Financial Reporting Actuaries Care?
    What Is Enterprise Risk Management, and Why Should Financial Reporting Actuaries Care? ... Management, and Why Should Financial Reporting Actuaries Care? Discussion of what is included within the scope ...

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    • Authors: Carol A Marler
    • Date: Sep 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management; Finance & Investments>Risk measurement - Finance & Investments
  • Risk Strategies Pertaining to the Many and Diverse Risks Found in Retirement
    decumulation strategies for retirement and (3) long-term care financing. The important essays from that exercise ... plans;Retirement rates;Pension benefits;Long-term care insurance 6442469093 5/1/2016 12:00:00 AM ...

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    • Authors: John Cutler
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • In the Beginning . . . A Column Devoted to Tax Basics How are Qualified Annuities Taxed?
    example, amounts an employer spends for a health care plan for its employees is completely excluded from ... another IRA. In the plan world, a “direct” rollover refers to a direct trustee- to- trustee transfer. An ...

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    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Accountant/Tax Attorney Dialogue on the History and Purpose of Internal Revenue Code Section 811(a)
    premium, guaranteed renewable, group long- term care policies. The IRS held that the use of the company’s ... extremely rare that tax considerations are the primary, or even a leading, driver in determining statutory ...

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    • Authors: Richard N Bush, Arthur Schneider, Mark Smith, Peter Winslow
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Risks and Rewards, February 2017, Issue 69
    with value. Deliver substantive benefits, with a primary focus on professional development content. Value ... up with great, great powerful, wonderful health care. I'll tell you what. We're going to win again.

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • An ORSA Summary Report and ORSA Model Act Update
    An ORSA Summary Report and ORSA Model Act Update Feature article discussing guidelines ... Summary Report should describe the insurer’s primary risk assessment in both normal and stressed environments ...

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    • Authors: Seong-Min Eom, David Sherwood
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Risk measurement - Finance & Investments
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness ... position.  The Patient Protection and Affordable Care Act is reshaping the health insurance market, as ...

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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