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  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax
    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • 2022-driving-regulatory-changes
    Learn how modernization of data, models, and technology are influencing workflows. This webcast will address how workflows are changing in response to new regulatory requirements and the impacts ...

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    • Authors: Andrew Allen Weaks, Robert Welander, Terri Linn Foster
    • Date: Sep 2022
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Experience Studies & Data; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Long-term Care; Modeling & Statistical Methods; Predictive Analytics; Technology & Applications; FinTech & InsurTech
  • A Helpful Nudge: Behavioral Economics and Retirement Preparedness Webcast
    Ensuring employees retire with adequate benefits is an ever-growing challenge. During this webcast, we will highlight key insights from the fields of behavioral economics and data analytics that ...

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    • Authors: Warren Cormier, Felix Anim Okwaning, Megan Yost, Michele C Raad
    • Date: Jul 2021
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Annuities; Economics; Pensions & Retirement; Technology & Applications
  • 2021-life-meeting
    The Life Meeting, is the result of combining the Life & Annuity Symposium (LAS) and the Valuation Actuarial Symposium (ValAct). The Life Meeting will offer sessions specific to pricing and ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
  • 2022-it-takes-a-village-insurance
    Join us for the It Takes a Village: Insurance Product Development in the Digital webcast. Focuses will be directed toward a variety of disciplines within the actuarial science industry. We will ...

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    • Date: Mar 2023
    • Competency: Communication; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Experience Studies & Data; Life Insurance; Reinsurance; FinTech & InsurTech
  • The New Product Notebook
    The New Product Notebook This article presents the idea that a New Product Notebook, which contains all of the aspects of a product's development and is accessible to all involved, can make ...

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    • Authors: Society of Actuaries
    • Date: Jan 2007
    • Competency: Communication; Relationship Management
    • Publication Name: News Direct
    • Topics: Actuarial Profession; Annuities; Life Insurance
  • 2021 Life Meeting - Virtual Experiences
    2021 Life Meeting - Virtual Experiences This year’s Life Meeting was unable to take place in person as planned in New York City. We are looking forward to the Life Meeting returning to New York ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
  • Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers
    Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers A jurisdiction’s regulatory regime can make some insurance products capital intensive to write. This can ...

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    • Date: Aug 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Annuities; Reinsurance