Announcement: SOA congratulates the new ASAs and CERAs for January 2022.

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  • The Future of Retirement Planning is Already Here — It's Jus
    • Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Nathaniel Ingersoll Bowditch
    page 4) My investigation produced, however, no direct evidence of substantial actu- arial work of an ... ” “Talents without goodness and moral work, I care little for.” Bowditch saw the company not only ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Investment Choice, and Where the Actuary Chooses to Stand
    financial hardship such as medical or long term care needs. The Internal Revenue Service should put ... sounds empowering to give employ- ees the right to direct their own investments in DC plans. But the reality ...

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    • Authors: Mark Levins O'Reilly
    • Date: Jan 2014
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments>Investment strategy - Finance & Investments; Life Insurance>Investment strategy - Life Insurance
  • A Portfolio Approach to Retirement Income Security
    unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...

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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
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
  • Enterprise Risk Management:One size does not fit all
    Looking forward, the impact of the Affordable Care Act (ACA) on MLRs will need to be consid- ered. ... life, or property and casualty (P&C)). Health care is considered a short- tailed line of business, ...

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    • Authors: Mark W Whitford
    • Date: Jan 2013
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Health Watch
    • Topics: Annuities>Investment strategy - Annuities; Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Investments
  • Bells and Whistles or Time Bombs: The Costs of Long-Term Guarantees
    of death. I’m sorry to disappoint those with a primary interest in life insurance because I’m going to ... been finding in our research is that if you take care of the worst five or six scenarios, it does a good ...

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    • Authors: Max Rudolph, Zenaida Samaniego
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments
  • Long-Term Minimum Interest Rate Guarantees
    do an external exchange. The next step is the direct writing company would receive a ceding commission ... this can be a win/win/win situation: a win to the direct writing company, a win to the policyholders, and ...

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    • Authors: Joseph E Crowne, Cristina S Keppler, John Schreiner, William T McKinzie
    • Date: May 1994
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments; Life Insurance
  • Global Variable Annuity Relected in New Zealand Product Design
    Global Variable Annuity Relected in New Zealand Product Design New Zealand is about to launch ... the state scheme has been perceived to be the primary provid- er of retirement income. Raising awareness ...

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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
  • Market-Consistent Pricing As The Market Sort Of Normalizes: Separating the permanent from the temporary grayness Part 2 of 2
    decisions. The more complex the product, the more care must be put into planning the reporting, which ... Modernization Initiative (SMI), the Dodd-Frank bill, health care reform and the Foreign Account Tax Compliance Act ...

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    • Authors: Eric Clapprood
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Investment strategy - Life Insurance