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  • Potential Membership Shifts for Medicare Prescription Drug Plans

    Potential Membership Shifts for Medicare Prescription Drug Plans Changes in CMS requirements for 2011 Medicare Part D plans aimed at reducing confusion surrounding the PDP selection process by ...

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    • Authors: Shelly Brandel
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Public Policy; Social Insurance>Medicare

  • Commercial Health Care: What’s Next?

    Commercial Health Care: What’s Next? This article contains a condensed summary and excerpts from a recent white paper regarding the Individual Mandate. health care reform;health economics;health ...

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    • Authors: David Dillon
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Public Policy; Public Policy

  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS

    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy

  • Diverse Risks 2016 Call for Essays

    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security

  • Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value

    Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value The article compares the return characteristics, return, volatility, and correlation, to that of other ...

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    • Authors: Paul Donahue
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments

  • A Refreshed Look at Assumption Development

    A Refreshed Look at Assumption Development Hot topics and emerging trends in assumption development in US life insurance companies Assumptions;Audits;Predictive modeling;PBR;Product development ...

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    • Authors: Min Mercer, Michael Kwan Yu Chan
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: Product Matters!
    • Topics: Enterprise Risk Management>Governance; Experience Studies & Data; Financial Reporting & Accounting>Statutory accounting; Predictive Analytics

  • My Expectations of Appointed Actuaries for Smaller Life Insurance Companies

    My Expectations of Appointed Actuaries for Smaller Life Insurance Companies Written from a regulatory perspective, the article covers the purpose of regulation and some regulatory expectations.

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    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting

  • NewsDirect Iss 67

    NewsDirect Iss 67 The September 2013 issue of the SOA Marketing and Distribution Section’s newsletter, NewsDirect 67 4294999322 Society of Actuaries ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Professional Values>Practice expertise; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional development

  • What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective

    What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective What makes a rate excessive, inadequate or unfairly discriminatory under state law? By Michael McKenney The ...
    • Authors: MICHAEL PATRICK MCKENNEY
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; Public Policy

  • Letter from the Editors

    Letter from the Editors The editors of Health Watch have made health care reform the focus of the Sepctember 2009 issue, and provide an introduction to the issue's contents. Health care ...

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    • Authors: Grady Catterall, Mary Kindel Van der Heijde
    • Date: Sep 2009
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Economics>Health economics; Health & Disability>Health care quality; Public Policy; Social Insurance>Medicare
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