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

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
    IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...

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    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Private Placement Bond Credit Risk Experience Study Released
    Private Placement Bond Credit Risk Experience Study Released Presents results of 2003-2012 cohorts of insurance company private placement bonds. Finds private bonds show a 15bp annual advantage ...

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    • Authors: R Holman
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Global Variable Annuity Relected in New Zealand Product Design
    Global Variable Annuity Relected in New Zealand Product Design New Zealand is about to launch its first variable annuity with guaranteed lifetime withdrawal benefits. The product design is ...

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    • Authors: Murray Alan Hilder, Ralph Stewart
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: International News
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investment policy; Finance & Investments>Investments
  • Retirement Income Security: Why Individual Account DC Plans Are Not The Answer (But Also What Is)
    Retirement Income Security: Why Individual Account DC Plans Are Not The Answer (But Also What Is) This paper attempts to distill from these various models a practical application of the key ...

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    • Authors: Robert Brown
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investments
  • Mortgage-Backed Securities Can Be a Valuable Addition to U.S. Treasury Bond Portfolios at Small-to-Mid- Sized Insurance Companies
    Mortgage-Backed Securities Can Be a Valuable Addition to U.S. Treasury Bond Portfolios at Small-to-Mid- Sized Insurance Companies This articles educates the reader on Mortgage-Backed Securities.

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    • Authors: Mark W Whitford
    • Date: Mar 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Investments
  • 30-Year Treasury—Trick or Treat?
    30-Year Treasury—Trick or Treat? This article lists potential problems as a result of the elimination of Thirty-Year Treasury Auction Issue. Some problems mentioned are 1 discounting pension ...

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    • Authors: David C Gilliland
    • Date: Feb 2002
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments