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  • ERM Opportunities for Health Practitioners
    ERM Opportunities for Health Practitioners Summary of recent SOA-sponsored research on Enterprise Risk Management practices as applied to health insurers, self-insured plans, and health finance ...

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    • Authors: Max Rudolph
    • Date: May 2010
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Enterprise Risk Management; Enterprise Risk Management>Compliance
  • The Samoisette Case: Sponsors May Not Be Able To Amend a Pension Plan Whenever They Want
    The Samoisette Case: Sponsors May Not Be Able To Amend a Pension Plan Whenever They Want Case comment on a Québec Superior Court decision rendered on June 13, 2016i. Vested rights;Cash ...

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    • Authors: Dominique Monet
    • Date: May 2017
    • Competency: Professional Values>Practice expertise
    • Publication Name: International News
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Pensions & Retirement>Risk management
  • GDPR Implications in Actuarial Work
    GDPR Implications in Actuarial Work Applying the new GDPR terms to Actuarial work, to secure private data in portfolios while using those for pricing and reserving modelling in all business ...

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    • Authors: Carlos Arocha, PETRA WILDEMANN
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: International News
    • Topics: Actuarial Profession>Standards of practice; Enterprise Risk Management>Compliance; Technology & Applications>Analytics and informatics; Technology & Applications>Data warehousing
  • The Compliance Network
    The Compliance Network The Compliance Networking Track leadership team, which was assembled over spring and summer of 2005, includes representatives from large and small LTC insurers. Our mission ...

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    • Authors: Stephen Serfass
    • Date: Mar 2006
    • Competency: Professional Values
    • Publication Name: Long-Term Care News
    • Topics: Enterprise Risk Management>Compliance
  • Mergers and Acquisitions
    Mergers and Acquisitions From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 Panelists use recent transactions and examples to demonstrate ...

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    • Authors: Mark Davis, Kevin D Mackay, Joseph M Rafson
    • Date: Sep 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration
    • Topics: Enterprise Risk Management>Compliance; Finance & Investments; Financial Reporting & Accounting
  • 10 - The Risks of Losing Control: A Primer on Actuarial Process Risk Assessments and Control Enhancements
    10 - The Risks of Losing Control: A Primer on Actuarial Process Risk Assessments and Control Enhancements Controls are an integral part of the financial reporting processes but are challenging to ...

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    • Authors: Sourabh Garg, Nelson R Lemieux III, Jill A. Gutsin
    • Date: Aug 2019
    • Competency: Results-Oriented Solutions
    • Topics: Enterprise Risk Management>Compliance; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Session 055PD: Risk Management Implications of Emerging U.S. Regulation and Accounting
    Session 055PD: Risk Management Implications of Emerging U.S. Regulation and Accounting "The presenters in this session will explore evolving IASB, FASB, PBR and other accounting and ...

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    • Authors: Guillaume Briere-Giroux, Michael Fruchter, Tara J P Hansen, David Sandberg
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Operational risks
  • IRS Issues Guidance on the Separate Account Dividends Received Deduction
    IRS Issues Guidance on the Separate Account Dividends Received Deduction The article summarizes and comments on a recent IRS Chief Counsel Advice that addressed how the proration formula works ...

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    • Authors: Samuel A Mitchell, John Adney
    • Date: Jun 2016
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • The Allocation of FATCA Withholding Risk in Cross-Border Reinsurance Agreements
    The Allocation of FATCA Withholding Risk in Cross-Border Reinsurance Agreements This article describes the allocation of FATCA withholding risk in cross-border reinsurance arrangements and ...

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    • Date: Oct 2014
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Risk appetite
  • Update on the 2019 Joint CAS / SOA Enterprise Risk Management Symposium
    Update on the 2019 Joint CAS / SOA Enterprise Risk Management Symposium The article provides an update on the 2019 ERM Symposium with regard to date, location and content (General Sessions and ...

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    • Authors: Chester John Szczepanski
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Leadership; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Capital markets; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk categories; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systematic risk; Enterprise Risk Management>Systemic risk; Enterprise Risk Management>Risk correlation