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  • Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
    Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities ... Metrics to Monitor Them in the Future How does retirement preparedness in the U.S. vary across racial/ethnic ...

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    • Authors: Andrew Larocque, Patricia Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Application of Credibility Theory in the Canadian Life Insurance Industry
    The Application of Credibility Theory in the Canadian Life Insurance Industry Sponsored by the SOA's ... Research and the Canadian Institute of Actuaries, this report examines the application of credibility ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1
    Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1 This study is intended to ... insurer impairments and insolvencies and possible future prevention indicators. insolvency;life insurance;premium ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • The Financial Reporter
    The Financial Reporter Full version of The Financial Reporter, Issue No. 64, March 2006. 25622 3/1/2006 ...

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    • Authors: Richard H Browne, Michael F Davlin, John Morris, Raymond Ted Schlude, Donald W Wilson, Donald Solow, Darin Zimmerman, Patricia Matson
    • Date: Mar 2006
    • Publication Name: The Financial Reporter
  • Behavioral Science Report
    Behavioral Science Report Situated at the intersection of psychology, neuroscience, sociology, and economics ... (BE) centers on applying an honest understanding of human behavior to practical problems. This report ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Life Insurance
  • Health Case Study: National States Insurance
    Health Case Study: National States Insurance This case study is intended to educate ... insurer impairments and insolvencies and possible future prevention indicators. insolvency;life insurance;premium ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Payout Annuities Under GAAP
    Payout Annuities Under GAAP Excel spreadsheet example of GAAP calculations for an immediate annuity ... DAC, and Unearned Revenue Liability [URL] from the 2010 U.S. GAAP & IFRS conference in New York ...

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    • Authors: Patricia Matson
    • Date: Sep 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • U.S. GAAP Update
    from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists ... accounting issues, and the implementation issues encountered by affected companies. The panelists discuss ...

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    • Authors: Carol F Salomone, Darin Zimmerman, Patricia Matson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Reinsurance>Coinsurance
  • The Financial Reporter
    The Financial Reporter Full version of The Financial Reporter, Issue No. 66, September 2006. 25626 ...

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    • Authors: Darin Zimmerman, Patricia Matson, Alfonso Gonzales, Andy Ferris, Don Wilson, Matthew Dale Clark
    • Date: Sep 2006
    • Publication Name: The Financial Reporter
  • The Financial Reporter
    The Financial Reporter Full version of The Financial Reporter, Number 41, February 2000. 25553 2/1/2000 ...

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    • Authors: Robert A Brown, Anson Glacy, Larry M Gorski, R Thomas Herget, G Mitchell, Thomas Nace, Edward Robbins, Raymond Ted Schlude, Darryl Wagner, Michelle Chong Tai-Bell, Patricia Matson
    • Date: Feb 2000
    • Publication Name: The Financial Reporter
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