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  • DOL Fiduciary Regulation - Where are We Now?

    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation

  • New Research on Solvency Valuation Assumptions in the U.S. and Canada

    New Research on Solvency Valuation Assumptions in the U.S. and Canada The article is a summary of Society of Actuaries report entitled “Annuity Market Pricing Approaches” sponsored by the ...

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    • Authors: Victor Modugno
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities; Annuities>Group plans - Annuities; Annuities>Pricing - Annuities; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan termination

  • Modeler Q&A with David Yu

    Modeler Q&A with David Yu Modeling experience sharing by David Yu who leads the retirement product and asset model development team within Prudential Financial Modeling ...

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    • Authors: Hoi Kwan, Donghai Yu
    • Date: Nov 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Annuities>Group plans - Annuities; Finance & Investments>Asset liability management; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models

  • New Actuarial Research in Development

    New Actuarial Research in Development Overview of SOA research projects and experience studies in the works, from those in early development to those just released. Predictive modeling;Mortality ...

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    • Authors: R. Dale Hall
    • Date: Jan 2015
    • Competency: Communication>Written communication; Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Annuities>Group plans - Annuities

  • Dynamic Assumption-Setting for Variable and Non- Variable Annuities—Part 2

    Dynamic Assumption-Setting for Variable and Non- Variable Annuities—Part 2 Proposes an approach to develop dynamic assumptions for living benefits using a combination of available experience data ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities; Annuities>Equity-indexed annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Group plans - Annuities
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