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Session 15: The Science Behind a Successful Retirement
Session 15: The Science Behind a Successful Retirement Through much of the Baby Boomer generation's working lifetime, retirement planning focused on asset accumulation. Strategies like ...- Authors: Nicholas Carbo, Joshua Chee, Douglas Robbins
- Date: May 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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Model Risk Management Case Studies: Common Pitfalls and Key Lessons
Model Risk Management Case Studies: Common Pitfalls and Key Lessons In this article, industry experts who have gone through the journey of establishing and executing a mature actuarial model risk ...- Authors: Katie Cantor, Joshua Chee, Roujie Chen
- Date: Feb 2021
- Competency: Professional Values; Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks
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Session 62: Buzz Group Health Hot Topics! Let’s Buzz!
Session 62: Buzz Group Health Hot Topics! Let’s Buzz! Attendees will discuss and share their experiences regarding current and anticipated challenges with respect to health reserves. Attendees ...- Authors: Society of Actuaries, Ashlee Borcan, Jack Keck, Joseph Wurzburger, Joshua Chee
- Date: Aug 2017
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting
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PBR Impacts to Annuities
PBR Impacts to Annuities There has been significant discussion of PBR for Life Insurance, but there has also been progress in development of PBR for annuities; including VM-21, VM-22, and future ...- Authors: Yuan Tao, Joshua Chee, Albert Zlogar
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting
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Modeling Function: To Centralize or Not To Centralize?
Modeling Function: To Centralize or Not To Centralize? In reaction to a spate of model conversion activity and rising acceptance of model risk management techniques, many companies have, or are ...- Authors: Joshua Chee, Sean Hayward, Michael Porcelli
- Date: Aug 2017
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Modeling & Statistical Methods>Asset modeling
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Centralizing model development: is it worth it?
Centralizing model development: is it worth it? This article will further discuss decentralized and centralized model development frameworks and provide tips and rationale for transitioning ...- Authors: Joshua Chee, Dean Kerr
- Date: Apr 2019
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Modeling Platform
- Topics: Actuarial Profession; Enterprise Risk Management