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  • GAAP Targeted Improvements—Illustrated Term Insurance Earnings

    GAAP Targeted Improvements—Illustrated Term Insurance Earnings Illustrates key differences, in earnings for a segment of term insurance, between current GAAP standards and GAAP targeted ...

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    • Authors: Steven Malerich
    • Date: Sep 2016
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life

  • Case Study - Impact of Tax Cuts and Jobs Act 2017

    Case Study - Impact of Tax Cuts and Jobs Act 2017 An overall analysis and attribution analysis of the impacts of the 2017 Tax Cuts and Jobs Act for certain life insurance contracts. Taxation; ...

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    • Authors: Christopher Zuiker, Dylan Strother
    • Date: Sep 2018
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance

  • “Land This Plane” – a Delphi Study about Long Term Care in the U.S.

    “Land This Plane” – a Delphi Study about Long Term Care in the U.S. Many Americans will need long term care in future years, yet only 10 percent of those 50 and over have LTC insurance, and ...

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    • Authors: Ben Wolzenski
    • Date: Dec 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care

  • Massachusetts Payment Reform from an Actuarial Perspective

    Massachusetts Payment Reform from an Actuarial Perspective The article is a case study of various actuarial concepts invovled in the design and implementtion of the AQC - a global budget provider ...

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    • Authors: Matthew Day, Jill Wilson
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Health Watch
    • Topics: Health & Disability>Payment models; Public Policy

  • 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

  • Perspectives from Anna:Responding to Challenges ....

    Perspectives from Anna:Responding to Challenges .... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks

  • Results of the 2015 Life Reinsurance Survey

    Results of the 2015 Life Reinsurance Survey This survey is an annual survey that captures individual and group life data from U.S. and Canadian life reinsurers. Life reinsurance;YRT reinsurance; ...

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    • Authors: Harindra Sebastian
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Reinsurance News
    • Topics: Reinsurance>Life reinsurance

  • From the Chair

    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 6/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Jun 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life

  • IRS Rules That Insurance Against Decline in Asset's Market Value is Not Insurance for Tax Purposes

    IRS Rules That Insurance Against Decline in Asset's Market Value is Not Insurance for Tax Purposes In TAM 201149021, the Internal Revenue Service (the “Service”) National Office has ruled ...

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    • Authors: Kevin Owens, Gregory Stephenson
    • Date: May 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting

  • Building, Retaining and Growing Diverse Teams

    Building, Retaining and Growing Diverse Teams The authors discuss best practices in building, retaining, and growing diverse actuarial teams and evidence that points to the benefits to companies ...

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    • Authors: Mitchell Stephenson, Linda Lankowski
    • Date: Nov 2016
    • Competency: Leadership>Thought leadership; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills
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