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  • Governance of Principle-Based Reserves

    Governance of Principle-Based Reserves Overview of regulations and best practices for governance of PBR valuation processes, including standards, oversight, controls and review related to the PBR ...

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    • Authors: Robert Leach
    • Date: Sep 2023
    • Competency: Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Public Policy; Public Policy

  • What Would You Do? Responses to “Are Reserves Too High?”

    A compilation of reader responses is presented to a real life situation involving a business decision. This issue’s case study involved a recently promoted chief actuary receiving pressure to make ...

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    • Authors: John West Hadley
    • Date: Aug 2025
    • Competency: Communication; Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; 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
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