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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  • GPUs: How We Went From Zombie Blood Splatter To Financial Projections

    GPUs: How We Went From Zombie Blood Splatter To Financial Projections GPUs are structured differently from CPUs in that they are designed to process many small programs or functions ...
    • Authors: Chris Stiefeling
    • Date: Oct 2013
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Annuities>Variable annuities; Modeling & Statistical Methods>Stochastic models; Technology & Applications>Computer science; Technology & Applications>Software
  • How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts?

    How Are Tax Reserves for VAGLB Determined for Pre-2010 Contracts? Discusses the problem with the computation of tax reserves for VA contracts with Guaranteed Living Benefit riders that were ...

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    • Authors: Michael LeBoeuf, Peter Winslow
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities
  • Variable Annuity DAC: A Survey of Current Practice

    Variable Annuity DAC: A Survey of Current Practice Variable Annuity DAC: A Survey of Current Practice by Laura J. Hay and Elizabeth Rogalin from The Financial Reporter, December 2002, Issue No.

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    • Authors: Laura J Hay, Elizabeth Rogalin
    • Date: Dec 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Risk and Opportunity: China Variable Annuities Seminar

    Risk and Opportunity: China Variable Annuities Seminar Discusses a one day seminar in Shanghai, China held on August 25, 2011 by the SOA and the China Regional Committee on variable annuities.

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    • Authors: Genghui Wu
    • Date: Jan 2012
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Annuities>Variable annuities
  • Is Predictive Modeling the Answer?

    Is Predictive Modeling the Answer? Important tools used in property & casualty P&C insurance—predictive modeling and data mining—can be applied to more effectively model ...

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    • Authors: David Weinsier, Guillaume Briere-Giroux
    • Date: Aug 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Annuities>Variable annuities; Predictive Analytics
  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures

    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy
  • IRS Rules Lifecycle Funds Comply with Investor Control Doctrine

    IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...

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    • Authors: Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Life Insurance
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements

    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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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
  • 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
  • A Practical Comparison between AG43 and C-3 PII

    A Practical Comparison between AG43 and C-3 PII Provides a comparison of methodologies between Actuarial Guideline 43 and C-3 Phase II RBC to help the practitioner calculate both RBC and ...

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    • Authors: John Froehle
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities