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  • Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans

    Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans This session will demonstrate the advantages of approaches to duration matching and cash flow matching. Plan examples and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Barriers to Financial Advice for Non-Affluent Consumers

    Barriers to Financial Advice for Non-Affluent Consumers This report summarizes why it appears that appropriate financial advice is generally not available to the non-affluent segment of the ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Topics: Economics>Behavioral economics
  • American Federation of Musicians Pension Stats

    American Federation of Musicians Pension Stats Statistics about funded status for musicians' multiemployer pension plan 6442476288 05/04/2017 05:00:00 ...

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    • Authors: Society of Actuaries
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • Entertainment Industry Pension Funded Status Comparison

    Entertainment Industry Pension Funded Status Comparison Statistics about funded status of multiemployer pension plan. 6442479518 10/27/2017 05:00:00 ...

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    • Authors: Lisa Schilling
    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only

    Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only This report summarizes the results of a Delphi study to identify and debate possible new ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Underwriting - Life Insurance; Technology & Applications
  • Pandemic Model Tool Documentation

    Pandemic Model Tool Documentation Spreadsheet with documentation for exhibits to the May 2007 report: The Potential Impact of Pandemic Influenza on the U.S. Life insurance Industry Asset ...

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    • Authors: Jim Toole
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Demography>Mortality - Demography; Economics>Health economics; Finance & Investments>Economic value; Life Insurance>Claims - Life Insurance
  • Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences?

    Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences? This project aims to understand pension participants’ investment and withdrawal behaviors and provide ...

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    • Authors: Society of Actuaries, Ze Chen, Chengfeng Weng
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • 3B: Insurance Company Investment Risk Management – What Remains to be Addressed

    3B: Insurance Company Investment Risk Management – What Remains to be Addressed Investment risk management has become a core competency of insurance companies, and much has been discussed on this ...

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    • Authors: Tully Sun Cheng, Poojan Jitendra Shah, Liang Zhang, Robert McGinley
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Economics; Economics>Financial economics; Finance & Investments; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Taxes and Fees Introduced by the ACA

    Taxes and Fees Introduced by the ACA Taxes and Fees Introduced by the ACA Patient Protection and Affordable Care Act= PPACA=Affordable Care Act;Health care reform;Health insurance;Medical Loss ...

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    • Authors: Michael Gaal
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Health & Disability>Public financing - Health & Disability
  • Wall of Comments

    Wall of Comments A compilation of feedback from actuaries in the Health Section of the affects of the ACA. Patient Protection and Affordable Care Act= PPACA=Affordable Care Act;Health care ...

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    • Authors: Society of Actuaries
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Health risks; Health & Disability>Payment models; Health & Disability>Public financing - Health & Disability
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