Description: A compilation of reader responses is presented to a real life situation posed involving a management, leadership, or other business decision. This issue’s case study involved a new employee being hired specifically for an expertise that then does not seem to be valued once they arrive.

Description: March 2020 issue of The Stepping Stone by Leadership & Development Section. practical information for actuaries, trends that impact section, section activities

Description: We will demonstrate three analytical tools along with a sample case study showing how they might be applied to a fictional actuarial organization within ABC Life. The goal is to highlight how they might be applied to perform a health check of an actuarial function organizational design. This can measure effectiveness quantitatively via benchmarking how an actuarial function might stack up against the industry and management expectations. The tools and techniques are critical for actuarial leaders and managers but are also relevant to all actuaries, since we can all benefit from understanding how our individual work efforts fit into the bigger picture of an organization.

Description: Summary of private letter ruling the IRS released in February 2013 regarding a partnership formed to hold and manage bank-owned life insurance contracts. The article follows up another article from the same authors in the May 2012 issue of Taxing Times regarding an earlier ruling on a similar structure.

Description: Column discussing the efforts of the SOA’s Education Department. From The Actuary Magazine, April/May 2010 Vol 7 Issue 2

Description: In this article, the incoming president of the SOA discusses why it is important for SOA members to attest their CPD and he describes the simple process.

Description: The traditional informal care of/by family has faced increasing geographic and economic challenges from changing family households and sources of family income. Financial planning and risk protection tools provide important resource in the changing retirement landscape toward optimal family support and crisis management, that is, with less duress and financial burden to affected family caregivers. Ultimately, maintaining family values and close communications through evolving family structures are key to a healthy society and economic welfare of the people.

Description: This article is about how times are changing and we must adapt and keep up as individuals, professionals, and companies

Description: This article provides a summary of the Actuarial Standards Board work and hearing evaluating whether a new ASOP is needed for public sector pension plans.