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  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007

    Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 This paper examines the effects that the recent housing bubble had on the household financial ...

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    • Authors: John R Gist, Carlos Figueiredo
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks

  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007

    Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 Discussant comments for the 2009 Housing Wealth monograph paper, Housing Wealth Effects, Boomer ...

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    • Authors: John R Gist
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks

  • Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans

    Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments

  • From the Chair

    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 6/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Jun 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life

  • IRS Rules That Insurance Against Decline in Asset's Market Value is Not Insurance for Tax Purposes

    IRS Rules That Insurance Against Decline in Asset's Market Value is Not Insurance for Tax Purposes In TAM 201149021, the Internal Revenue Service (the “Service”) National Office has ruled ...

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    • Authors: Kevin Owens, Gregory Stephenson
    • Date: May 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting

  • Building, Retaining and Growing Diverse Teams

    Building, Retaining and Growing Diverse Teams The authors discuss best practices in building, retaining, and growing diverse actuarial teams and evidence that points to the benefits to companies ...

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    • Authors: Mitchell Stephenson, Linda Lankowski
    • Date: Nov 2016
    • Competency: Leadership>Thought leadership; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills

  • Correspondents' Reports from the 2016 SOA Investment Symposium

    Correspondents' Reports from the 2016 SOA Investment Symposium Recaps the content of leading presentations at 2016 Inv Symposium. Topics include bond liquidity, investment outlook, low ...

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    • Authors: Warren Manners, James Kosinski, R Inglis, Kelly Featherstone, George Eknaian
    • Date: Aug 2016
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Investment strategy - Finance & Investments

  • DOL Fiduciary Regulation - Where are We Now?

    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation

  • Perspectives from Anna:Responding to Challenges ....

    Perspectives from Anna:Responding to Challenges .... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks

  • What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective

    What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective What makes a rate excessive, inadequate or unfairly discriminatory under state law? By Michael McKenney Data ...
    • Authors: MICHAEL PATRICK MCKENNEY
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; Public Policy
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