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  • A Portfolio Approach to Retirement Income Security
    A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Where Is Our Nate Silver?
    Where Is Our Nate Silver? Opinion article that explores the possibility of the actuarial profession producing its own Nate Silver, someone able to convert complicated actuarial concepts into ...

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    • Authors: Jay Jaffe
    • Date: Feb 2013
    • Competency: Communication>Persuasive communication; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Modeling & Statistical Methods>Forecasting
  • From the Editors
    From the Editors “Academic Actuaries” is a new column that has been added to the Independent Consultant lineup. Read about it and all the other content in this issue. By Stephen James and Carlos ...
    • Authors: Carlos Sanchez-Fuentes, Stephen James
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>General business skills; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Code of Conduct; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Traditional careers
  • Project Management: Calming the Chaos
    Project Management: Calming the Chaos Effective communication Business intelligence;Project Management;Effective communication 6442477828 7/1/2017 12:00:00 AM ...

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    • Authors: Doris Orr
    • Date: Jul 2017
    • Competency: Communication>Persuasive communication; Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Designing and Communicating Retirement Plans for "Humans"
    Designing and Communicating Retirement Plans for "Humans" This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
  • The Age Wave, the Ocean State, and Long-Term Care
    The Age Wave, the Ocean State, and Long-Term Care Rhode Island’s unique “global Medicaid waiver” pursues a potentially dangerous national policy trend: long-term care LTC rebalancing without ...

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    • Authors: Stephen Moses
    • Date: Dec 2009
    • Competency: Communication>Persuasive communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Medical expenses; Long-term Care>Public financing - Long-term Care; Long-term Care>Long-term care facilities & home care; Public Policy; Social Insurance>Medicaid
  • ERM in Five Words Part 1: Resilience, Transparency
    ERM in Five Words Part 1: Resilience, Transparency The five words for ERM are transparency, discipline, alignment, adaptability and resilience. This article focuses on transparency, discipline ...

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    • Date: Dec 2017
    • Competency: Communication>Persuasive communication; Leadership>Influence; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; 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>Financial management; Enterprise Risk Management>Strategic risks
  • Actuaries and the Growth Mindset
    Actuaries and the Growth Mindset The right mindset is essential to success in any number of arenas. 6442475493 3/1/2017 12:00:00 AM ...

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    • Authors: Ronald Poon-Affat
    • Date: Mar 2017
    • Competency: Communication>Active listening; Communication>Persuasive communication; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Qualifications
  • 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 the sustainability of the ACA individual market from a public entitlement standpoint. A key ...

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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
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time Management ;Management Skills ;Entrepreneurism By Ray Mascola Learning any skill takes commitment, ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; 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>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; 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>Management partnership; 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
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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