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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  • Lessons Learned by a Life Actuary Who Wandered Away and Came Back Again

    Lessons Learned by a Life Actuary Who Wandered Away and Came Back Again The guest editorial details some valuable lessons during the author’s career as an employee benefits (mostly retirement) ...

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    • Authors: Christine Hofbeck
    • Date: Apr 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Entrepreneurism; Technology & Applications>Analytics and informatics
  • A Look into ERM: We Must Legitimatize Uncertainty

    A Look into ERM: We Must Legitimatize Uncertainty Companies need to learn to plan for uncertainty by taking into consideration downturns, not just an environment of moderation and occasional ...

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    • Authors: David Ingram
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Pensions & Retirement>Risk management
  • Demutualization: Filling the “GAAP” in Accounting

    Demutualization: Filling the “GAAP” in Accounting Demutualization: Filling the “GAAP” in Accounting by Darryl G. Wagner and Patricia E. Matson from The Financial Reporter, February 2000, Issue ...

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    • Authors: Darryl Wagner, Patricia Matson
    • Date: Feb 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX A review of Actuarial Guideline AXXX Life reserves;Universal life; 9133 9/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • The AAA’s Actuarial Opinion and Memorandum (AOM) Discussion Group

    The AAA’s Actuarial Opinion and Memorandum (AOM) Discussion Group Article describing the purpose of the Academy’s Actuarial Opinion and Memorandum (AOM) Discussion Group. American Academy of ...

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    • Authors: Francis de Regnaucourt
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice
  • IFRS 17 Risk Adjustment Confidence Level Disclosure

    IFRS 17 Risk Adjustment Confidence Level Disclosure Calculating the risk adjustment confidence level disclosure required by IFRS 17 if the risk adjustment itself is calculated using a cost of ...

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    • Authors: Leonard Reback
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Economic capital
  • Considerations for Indexed Universal Life under PBR

    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • How Primary Care, America’s Best- Kept Secret, Can Reduce Health Care Costs for Self-Funded Employers

    How Primary Care, America’s Best- Kept Secret, Can Reduce Health Care Costs for Self-Funded Employers This article is directed to the payors—especially self-funded employers and TPAs—that seek to ...

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    • Authors: Ernest Clevenger
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care
  • Health Section Issues New IBNR Study

    Health Section Issues New IBNR Study Summary of the health section council’s research project to assess the accuracy of commonly used IBNR estimation methods over a wide range of scenarios.

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    • Authors: Steven Siegel, Cabe Chadick
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Health & Disability>Health care; Modeling & Statistical Methods>Modeling efficiency
  • Letter from the Editors

    Letter from the Editors The editors preview the articles in the February 2010 issue of Health Watch. Global markets;Health reserves;Solvency II; 9532 2/1/2010 12:00:00 AM ...

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    • Authors: Grady Catterall, Mary Kindel Van der Heijde
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Professional associations; Global Perspectives; Modeling & Statistical Methods