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  • Regulatory Update

    Regulatory Update Quarterly update on regulatory trends of interest to financial reporting actuaries. valuation actuary;statutory accounting 6442457437 9/1/2014 12:00:00 AM ...

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    • Authors: Francis de Regnaucourt
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management>Capital management - ERM; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting

  • Modernizing The Insurance Financial Process

    Modernizing The Insurance Financial Process This article summarizes statutory reporting and the Pinciple-Based Initiative that the Academy, the industry and the regulators have been working on in ...

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    • Authors: David Sandberg
    • Date: Feb 2007
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Statutory accounting

  • Session 77 - Valuation Issues for the Worksite Life Actuary (Life, Annuities, and Combination Life/Health Riders)

    Session 77 - Valuation Issues for the Worksite Life Actuary (Life, Annuities, and Combination Life/Health Riders) Life insurers in the worksite market face some unique challenges. This session ...

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    • Authors: Robert T Eaton, William Mehilos, Genevieve Knight
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Marketing and distribution - Life Insurance

  • Session 81 - PBR Workshop - Life Insurance

    Session 81 - PBR Workshop - Life Insurance In this workshop format session, attendees will discuss the issues encountered when calculating principle-based reserves for life insurance products. At ...

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    • Authors: Paul Fedchak, Carrie Kelley, Yibo Yan
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting

  • The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change

    The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change This article highlights features of the SOA's Regulatory Web Resource. The intent is to encourage greater use of ...

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    • Authors: Robert Leach
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance

  • Tax Aspects of Nonperforming Assets

    Tax Aspects of Nonperforming Assets Comparison of statutory and tax accounting rules in treatment of non-performing assets. Taxes=Taxation; 11549 9/1/2008 12:00:00 AM ...

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    • Authors: Peter Winslow, Samuel A Mitchell
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting

  • Analysis of Asset Spread Benchmarks - Analysis B

    Analysis of Asset Spread Benchmarks - Analysis B The report examines various benchmarks for analyzing option adjusted spreads of the major fixed income asset classes of life insurance companies.

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    • Authors: Society of Actuaries
    • Date: Apr 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling

  • Session 37 - PBR Attribution Analysis: How to Explain Reserve Movements

    Session 37 - PBR Attribution Analysis: How to Explain Reserve Movements A session detailing how to calculate, understand and explain reserve movements in a PBR world. The session will illustrate ...

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    • Authors: Leonard Mangini, William Sayre, Dylan Strother, Chris Whitney, Kunalajit Kang
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting

  • Mortality Improvement Rates for AG-38 for Year-End 2018

    Mortality Improvement Rates for AG-38 for Year-End 2018 Recommendation for a set of improvement factors to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic ...

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    • Authors: Marianne C Purushotham
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
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