Deposit Fund Subgroup presentation for reserving synthetic guaranteed investment contracts presented to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting.
(November 27, 2012)Life Reserves Work Group presentation on background of VM-20 Asset Default Methodology and Development Process to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting. (November 27, 2012)
Presentation to the 2012 NCOIL Annual Meeting on implications for states regarding their Affordable Care Act-related Medicaid expansion decisions. (November 26, 2012)
Slides discussing the latest activities of the FASB and IASB regarding their work on the Insurance Contracts Project. (November 01, 2012)
Long Term Care Practice Note Work Group slides from webinar discussing LTC rate stability.
(October 31, 2012)Slides providing an overview of the review and disclosure requirements of "unreasonable" rate increases under the Affordable Care Act (ACA) for the webinar, Understanding the ACA—Rate Filing Review and Disclosure. (October 12, 2012)
Flood Insurance Subcommittee presentation to the NAIC’s Center for Insurance Policy and Research Summit on flood insurance reform. (August 14, 2012)
Nonforfeiture Modernization Work Group presentation to the NAIC Life Actuarial Task Force regarding a general revision of the life and annuity standard nonforfeiture laws. (August 09, 2012)
Life Practice Council presentation to the NAIC Life Actuarial Task Force with recommendations for review, assessment and improvement of principle-based reserves. (August 09, 2012)
Life Experience Subcommittee presentation to the NAIC Life Actuarial Task Force with the Subcommittee's conclusions on the 2012 Individual Annuity Mortality Basic Tables following a recent exposure period. (August 09, 2012)
Federal Long-Term Care Task Force presentation to the 2012 NCOIL Summer Meeting on options to reform the long-term care system in the United States.
(July 18, 2012)
Senior Life Fellow Nancy Bennett’s presentation to the National Conference of Insurance Legislators (NCOIL) on modernizing insurance regulation. (July 12, 2012)
Health Practice Council webinar slides addressing the Supreme Court decision on the individual mandate and next steps in state and federal implementation of the Affordable Care Act (ACA). (July 11, 2012)
Life Practice Council presentation to the NAIC CDA Working Group regarding the solvency and risk management implications of contingent annuities. (June 27, 2012)
Medicare Steering Committee sample slide deck without speaker notes (updated 5/12) regarding a guide to Medicare's financial challenges and options for improvement. (May 22, 2012)
Life Financial Soundness Risk/Risk Management Committee presentation offering its findings of a simplified approach for mortality assumptions determination to LATF. (May 17, 2012)
C1 Work Group presentation regarding C1 RBC model construction and the development of basic C1 bond factors to the NAIC C1 Factor Review Subgroup.
(May 01, 2012)
Post NAIC update/PBA webinar concentrating on the principle-based reserving efforts of the NAIC’s Life Actuarial Task Force at the NAIC spring meeting in New Orleans. Presenters also reviewed other NAIC initiatives, including ORSA, Contingent Deferred Annuities, and Actuarial Guideline 38. (March 29, 2012)
Risk Classification Work Group webinar presentation based on the Academy’s Risk Classification Work Group's monograph, On Risk Classification, published in November 2011, which updates the 1980 Risk Classification Statement of Principles. (March 15, 2012)
Life Experience Subcommittee presentation providing a report of the joint SOA/Academy Project Oversight Group regarding new mortality tables.
(March 01, 2012)
Senior Life Fellow presentation regarding insurance modernization in the U.S. to the National Conference of Insurance Legislators (NCOIL). (February 24, 2012)
Health Practice Council webinar regarding Affordable Care Act (ACA) information every actuary should know. The webinar presentation provides background on the uninsured and pre-reform markets, key provisions of the ACA, and the current status of the ACA's implementation. (February 10, 2012)
Contingent Annuity Issues Work Group presentation to the NAIC Contingent Deferred Annuity (A) Subgroup comparing two different investment arrangements: typical contingent annuity design vs. self insurance. (January 19, 2012)
Contingent Annuity Work Group presentation to the NAIC's Contingent Deferred Annuity (A) Subgroup on contingent annuities, submitted to the NAIC on October 28, 2011. (December 22, 2011)
Pension Practice Council presentation for the Capitol Hill Briefing: Important New Research Findings Indicate a "Rising Tide" of Contributions Facing Defined Benefit Pensions. Presenters from the American Academy of Actuaries and Society of Actuaries discussed new research findings from the actuarial profession that illustrate pension funding challenges facing the private defined benefit system. Presenters also discussed important implications for plan sponsors, beneficiaries, and policymakers.
Other briefing resources:
Other briefing resources:
- Click here to view the report on the SOA website.
- Video of briefing: part 1, part 2, part 3, part 4
Academy/SOA Long-Term Disability Work Group update to the NAIC's Health Actuarial Task Force on the work group's progress regarding the creation of a valuation table for group long-term disability. (August 23, 2011)
Nonforfeiture Modernization Work Group's Nonforfeiture Improvement Report that makes certain recommendations with respect to life insurance and annuity nonforfeiture mandates and sets forth certain items for further discussion. (August 01, 2011)
Medicaid Work Group presentation regarding the Medicaid rate-setting process for Medicaid Managed Care programs. The presentation includes a discussion about base data sources, base data adjustments, risk adjustment, risk-sharing arrangements, and performance incentives. (July 21, 2011)
Extreme Events Committee presentation on actuarial rates in the context of the National Flood Insurance Program (NFIP) before the National Conference of Insurance Legislators. (July 17, 2011)
Co-chairperson of the Joint Academy/Society of Actuaries CLASS Act Task Force Steve Schoonveld presentation on the Community Living Assistance Supports and Services (CLASS) program before the National Conference of Insurance Legislators (NCOIL) Summer Meeting in Newport, RI. (July 16, 2011)
