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  • Solvency II and U.S. Equivalence
    Solvency II and U.S. Equivalence Feature article discussing how activity with respect to Solvency II ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management
  • Solvency II – What Does It Mean to U.S. Companies?
    Solvency II – What Does It Mean to U.S. Companies? Overview of Solvency II regulations ... Mean to U.S. Companies? Overview of Solvency II regulations in the EU and potential impacts on U.S.-domiciled ...

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    • Authors: William Hines, Patricia Matson, Application Administrator
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Public Policy
  • The Financial Reporter
    The Financial Reporter Full version of The Financial Reporter, Number 41, February 2000. 25553 2/1/2000 12:00:00 AM ... Financial Reporter, Number 41, February 2000. 25553 2/1/2000 12:00:00 AM ...

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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
  • Demutualization: Filling the “GAAP” in Accounting
    Demutualization: Filling the “GAAP” in Accounting Demutualization: Filling the “GAAP” in ... February 2000, Issue No. 41. Discount rates=Interest rates;Demutualization;Dividends; 9105 2/1/2000 12:00:00 ...

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    • Authors: Darryl Wagner, Patricia Matson
    • Date: Feb 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • The Financial Reporter
    Matson L I F E I N S U R A N C E C O M PA N Y F I N A N C I A L R E P O R T I N G S E C T I O N “A KNOWLEDGE ... Council Member Raymond T. Schlude, Council Member Yiji S. Starr, Council Member Vincent Y.Y. Tsang, Council ...

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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
    Morris L I F E I N S U R A N C E C O M PA N Y F I N A N C I A L R E P O R T I N G S E C T I O N “A KNOWLEDGE ... Council Member Vincent Y.Y. Tsang, Council Member Yiji S. Starr, Council Member Rick Browne, Newsletter Editor ...

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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
  • RBC C3 Phase II: Easier Said Than Done
    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance ... Instructions, which include new requirements for variable annuity contracts. Adopted by the NAIC on October 14, 2005 ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • PBR, How Shall I Examine Thee? Let Me Count the Ways
    data and specific, prescribed assump- tions for mortality and interest based on the policy type and is- ... whether the company has applied the correct mortality table(s) and interest rates as part of the reserving ...

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    • Authors: Patricia Matson, Andrew Rarus, Leslie Jones
    • Date: Sep 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • I don’t have to worry about “PBR” for health insurance
    subject to the SVL (i.e., life insurance contracts, annuity and pure endowment contracts, accident and health ... Valuation Table (AG 47)”; and “Actuarial Guideline L—2013 Individual Disability Income Valuation Table (AG ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • SFAS 157 Adoption Impacts
    accountants in the application of all FASB standards. S tatement of Financial Accounting Standards (SFAS) ... relates to fair value of derivatives embedded in annuity contracts. More specifically, under SFAS 133, ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]
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