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  • Financial Education: Employer Trends, Liability and Considerations
    Financial Education: Employer Trends, Liability and Considerations This article describes the need for and the benefits of implementing a financial education program for employees Asset ...

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    • Authors: Rick Storms
    • Date: Dec 1998
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Finance & Investments; Pensions & Retirement
  • Bankruptcy and Benefit Plans
    Bankruptcy and Benefit Plans Discussion of bankruptcy and the implications for benefit plans, the obligations, collectively bargained benefits. Specific discussion of the LTV case. Bankruptcy; ...

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    • Authors: Lawrence J Sher, Application Administrator, Mark Wintner
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Digest of Discussion at Concurrent Sessions
    Digest of Discussion at Concurrent Sessions Digests of following discussions: 1. Mutual life insurance companies - their objectives and operating philosophy 2. State, provincial, and ...

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    • Authors: Society of Actuaries
    • Date: Nov 1971
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement
  • Uncle Joes Plan to Retire
    Uncle Joes Plan to Retire This is a short story on the retirement income calculator. Assumptions;Financial planning;Retirement planning; 6747 2/22/2006 12:00:00 AM ...

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    • Authors: William Leslie
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Financial economics; Finance & Investments; Modeling & Statistical Methods>Simulation; Pensions & Retirement; Technology & Applications>Software
  • GICS and Other Insurance Company Products - Are They Still Alive?
    GICS and Other Insurance Company Products - Are They Still Alive? This session is about GICS and other insurance company products that are used by private pension plans. Defined contribution ...

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    • Authors: Joseph J Buff, Daryle G Johnson, Judith Markland
    • Date: May 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Does An Actuarial Bias Lead To Equity Investment?
    Does An Actuarial Bias Lead To Equity Investment? A controversial alternative to ERISA/FASB actuarial cost methods and assumptions is presented as a challenge from the discipline of financial ...

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    • Authors: Jeremy Gold, Ethan Kra, Zvi Bodie
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Pensions & Retirement
  • Measuring Fair Value for Participation Units of Stable Value Pooled Funds
    Measuring Fair Value for Participation Units of Stable Value Pooled Funds Measuring Fair Value for Participation Units of Stable Value Pooled Funds Asset valuation;Book value;Defined benefit ...

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    • Authors: Paul Donahue
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Pensions & Retirement
  • Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
    Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance The paper will focus on two broad areas, integration of ...

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    • Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Investment and Retirement Advice – A Guide for Employers
    Investment and Retirement Advice – A Guide for Employers The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers ...

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    • Authors: Linda Koco
    • Date: Nov 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement
  • The Financial Reporter
    The Financial Reporter The September 2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate governance;accounting ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement