Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • A Regulatory Perspective on Rate Review Before and After the Affordable Care Act

    A Regulatory Perspective on Rate Review Before and After the Affordable Care Act A Regulatory Perspective on Rate Review Before and After the Affordable Care Act Patient Protection and Affordable ...

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    • Authors: Annette James
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Health & Disability>Public financing - Health & Disability
  • Health Care Reform: Essential Health Benefits and Actuarial Value

    Health Care Reform: Essential Health Benefits and Actuarial Value Essential Health Benefits and Actuarial Value Patient Protection and Affordable Care Act= PPACA=Affordable Care Act;Health care ...

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    • Authors: Catherine Knuth
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Health & Disability>Public financing - Health & Disability
  • Medicare Advantage: Five Years after the ACA

    Medicare Advantage: Five Years after the ACA Medicare Advantage and ACA Patient Protection and Affordable Care Act= PPACA=Affordable Care Act;Health care reform;Health insurance;Medical Loss ...

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    • Authors: Andrew Mueller, Yingxuan Li
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Health & Disability>Public financing - Health & Disability
  • Defined Benefit Pension Plans: Gaining Definition and Clarity Through Technology

    Defined Benefit Pension Plans: Gaining Definition and Clarity Through Technology Technological innovations are disrupting traditional business models, improving products, and enhancing the user ...

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    • Authors: David Cantor
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Risk management; Technology & Applications>Analytics and informatics
  • Diverse Perspectives on the 2017 Living to 100 Symposium

    Diverse Perspectives on the 2017 Living to 100 Symposium Interviews with several people about Living to 100 meant for them and their specialty. Includes financial planner, regulator, health and ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Pension Section News
    • Topics: Demography>Longevity
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations

    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to adopt the model regulation for the 2001 CSO table in late 2002. The question then becomes: how ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Whither the Variable Annuity?

    Whither the Variable Annuity? A discussion of how the tax law changes of 2003 might affect the attractiveness of variable annuity business relative to mutual funds and direct investments in ...

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    • Authors: Douglas A Eckley
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities; Public Policy
  • ReFocus ReCap 2012—An Evolving Success Story

    ReFocus ReCap 2012—An Evolving Success Story Feature article describing the events of the recent 2012 ReFocus meeting. ;; Life insurance; Life reinsurance 4294991885 8/21/2012 12:00:00 AM ...

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    • Authors: Ronald Klein
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Underwriting - Life Insurance
  • Working Longer to Improve Retirement Security: Improving Public Policy

    Working Longer to Improve Retirement Security: Improving Public Policy Phased retirement and longer work are growing more important. This article suggests a variety of public changes to improve ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • The Principles Start to Coalesce

    The Principles Start to Coalesce Discusses the new Principles for Accounting Standards published in September 2009 by the Monitoring Board for the International Accounting Standards Committee ...

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    • Authors: Henry Siegel
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]