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  • Behavioral Science Report

    Behavioral Science Report Situated at the intersection of psychology, neuroscience, sociology, and economics, behavioral economics (BE) centers on applying an honest understanding of human ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Life Insurance

  • Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future

    Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future How does retirement preparedness in ...

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    • Authors: Andrew Larocque, Patricia Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Can There Be More Than One Fair Value?

    Can There Be More Than One Fair Value? This article compares and contrasts existing and near future differences in fair value requirements between US GAAP and IFRS. The focus of this article is ...

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    • Authors: Albert Li, Patricia Matson, Hui Shan
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]

  • The Financial Reporter

    The Financial Reporter Full version of The Financial Reporter, Issue No. 64, March 2006. 25622 3/1/2006 12:00:00 AM ...

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    • Authors: Richard H Browne, Michael F Davlin, John Morris, Raymond Ted Schlude, Donald W Wilson, Donald Solow, Darin Zimmerman, Patricia Matson
    • Date: Mar 2006
    • Publication Name: The Financial Reporter

  • Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1

    Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1 This study is intended to educate insurance professionals on historical insurer impairments and insolvencies and possible ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management

  • SFAS 157 Adoption Impacts

    SFAS 157 Adoption Impacts Discusses the content of the Statement of Financial Accounting Standards 157, Fair Value Measurements and implementation challenges. Market value of liabilities;Risk ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]

  • Solvency II – What Does It Mean to U.S. Companies?

    Solvency II – What Does It Mean to U.S. Companies? Overview of Solvency II regulations in the EU and potential impacts on U.S.-domiciled companies. Enterprise risk management=ERM;Risk-based ...

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    • Authors: William Hines, Patricia Matson, Application Administrator
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Public Policy

  • Solvency II and U.S. Equivalence

    Solvency II and U.S. Equivalence This article discusses the impact of increasing activity with respect to Solvency II in the United States. Risk-based capital=RBC;Solvency II; 26231 8/1/2011 12: ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management

  • The Stepping Stone Newsletter, July 2004, Issue No. 15

    The Stepping Stone Newsletter, July 2004, Issue No. 15 Full version of The Stepping Stone Newsletter, July 2004, Issue No. 15. 26352 7/1/2004 12:00:00 AM ...

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    • Authors: David S Duncan, Marcel M Gingras, John West Hadley, Daniel L Shinnick, David Miller, Sim Segal, Sudha Shenoy, Frank Grossman, Bob Morand, Patricia Matson, Timothy James Pratt, Lisa Bull, James A Blair
    • Date: Jul 2004
    • Publication Name: The Stepping Stone

  • RBC C3 Phase II: Easier Said Than Done

    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted Life Risk-Based Capital Phase II Instructions, ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
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