Article Index

Presentations
May 26, 2011: Impact of the “Patient Protection and Affordable Care Act” on Captives, a presentation delivered by Bill Thompson at the USA Risk Group Conference, May 24-25, 2011.

Using Captives for Employee Benefits, by Bill Thompson, Posted Spring 2005.

TRIA -- Accessing Coverage for Captives, by Joel Chansky, March 20, 2003.


Articles
January 2011: Healthcare Reform - Potential Opportunities for Captives

From the Summer 2002 Benefits Perspectives Newsletter: A Captivating Proposal for Employee Benefits

Captive Insurance Companies and Employee Benefits, first printed in the Captive Insurance Annual Review 2002, sponsored by Aon Insurance Managers and International Risk Management Group (March 2002)

Employee Benefits in Captives - $50 Million of Savings?
(November 9, 2000)

Moving from Self-Insurance to a Captive: How Much is the Potential Tax Benefit Worth?
(August 9, 1999)

Using a Bank Captive Subsidiary To Reinsure Mortgage Insurance
(March 23, 1998)


Forecast
Fall 2001 -- Topics include:
* The Sky's the Limit: Recent Trends in Asbestos Liabilities
* Insurance Company Solvency: What if My Insurer Can't Pay My Claims?

Summer 2000 (7/26/00 - Two Pages!)
* Sleeping With The Enemy: Issues Surrounding Financial Services Reform
* Price Increases, Coverage Changes, and ARF: Preparing For the Hard Insurance Market


PERSPECTIVES NEWSLETTERS


Health Perspectives
Fall 2004: Reflecting Volatility of Liabilities in Financial Statements, Survey Results, HIPAA news, and more.


Benefits Perspectives

October 2011: Considerations in Choosing a Target Date Fund. Also in this issue Outsourcing for Mid-Sized Organizations.

Winter 10-11: Tracking Compensation - Getting it Right; Health Exchanges - What are They About? Planning for Healthcare Reform - Should your Plan Continue?

Fall 2010: Medicare Disadvantage Plans; Updating the Active vs. Passive Debate; Diversification Rules for ESOPs and 401K plans with Employer Securities

Spring 2010: Financial Implications of Health Reform; Employer's Guide to 2010 Roth IRA Conversions; and Rethinking Investment Policy.

Winter 09-10: The Transparency of Target Date Model Portfolios; The DB and NDCP Funding Conundrum; and, Considering a Healthcare Dependent Eligibility Audit?

Fall 2009: Is Your Wellness Program Cost Effective? Also in this issue: Demystifying the 130/30 Portfolio; and Making Retiree Health Care Coverage More Economical.

Summer 2009: Economic Crisis: What can Defined Contribution (DC) Plan Sponsors Do Now?

Spring 2009: The Art and Science of Delivering Bad News.

Summer/Fall 2008: Alternative Risk Financing Emerges for Group Health Plans.

Spring 2008: Are your nonqualified deferred compensation plans 409A-OK?

Winter 07-08: Easing Into LDI (Liability-Driven Investing): Segment Matching and Surplus Management. Also included are articles on health benefits and international pension accounting.

Fall 2007: Prescription Drug Benefit Design: The Building Blocks and their Impact on Cost

Spring 2007: Cash Balancing Your Company's Retirement Income Plan

Fall 2006: Medicare Part D for Plan Sponsors: Where Have We Been, What Have We Learned, and Where Do We Go From Here?

August 2006: Pension Protection Act of 2006 Signed Into Law. Learn what this means for Retirement Plan Sponsors.

Winter 2005-2006: Noncalendar Year Plans: Navigating Medicare Part D and Offshore Pension Plans.

Fall 2005: IRS Guidance on Deferred Compensation Presents a Mixed Bag.

Summer 2005: Before cashing out, plan sponsors must consider automatic rollover roulette.

Spring 2005: Fiduciary Responsibilities for Stock-Based Retirement Plans.

Winter 2004-2005: Taking Stock of Option Expensing, Costs for Defined Contribution Plans and Obstacles Thwarting Improved Treatment for Depression

Fall 2004: Patient Safety First; The Retirement Equity Act: Still Crazy After All These Years; and Group Long-Term Care Coverage

Summer 2004: Designing Effective Consumer-Driven Health Plans

Spring 2004: Battling Obesity: Employers Managing an Emerging Issue

Winter 2003-04: Preventive Medicine for Health and Welfare Plans

Fall 2003: How Fit is Your Funding Policy?

Summer 2003: Health Benefits by Association

Spring 2003: Web-Based Employee Benefits Applications

Winter 2002-2003: Gauging Your Company's BeneFitness

Fall 2002: Ten Questions to Ask About Your Disability Plan

Summer 2002: A Captivating Proposal for Employee Benefits and Catching Up On Retirement

Spring 2002: Is it Time to Give Employees a Choice on Retirement Plan Design?

Winter 2001: Okay, You're Getting Ready to Retire...Now What? Assessing Retirement Income Needs

Fall 2001: Long-Term Care Insurance for Federal Employees: Program Implications for Other Employers

Summer 2001: New Requirements for Health Plan SPDs

Spring 2001: "Defined Contribution" Health Plans: The Shape of Things to Come?

Winter 2000: Retirement Benefits Planning in Corporate Mergers and Acquisitions


P&C Perspectives

January 2012: Restaurant Workers' Comp: Affected by Recessionary Dynamics, right? Not so Fast.

November 2011: Swiss Asbestos Cases Highlight Tail Risk. Health Costs May Spike Across Europe Well After Bans.

June 2011: Lawyers Professional Liability Update. Insurers are weathering the soft market, but an increased frequency may create challenges.

Fall 2010, Part 1: When will the reserve release cupboard run bare?

Fall 2010, Part 2: FASB Changes Affecting Healthcare Companies

Summer 2010: Estimating the Impact of Claim Inflation on Self-Insured Liabilities

Fall 2009, Part 5: December issue -- Credit Risk Perspectives: Assessing the Credit Markets

Fall 2009, Part 4, November issue: Impact of the Economic Crisis on the HECM Program

Fall 2009, Part 1: Inside the Runoff Market

Fall 2009, Part 2: Breaking it Down: How to understand the impact of Obama's mortgage policies on portfolio values. (As seen in Mortgage Servicing News, September 2009)

Fall 2009, Part 3: Newfound complexities in captive mortgage reinsurance financial reporting. (First published in the October 1, 2009 issue of Risk & Insurance.)

May 2009: Mandatory Climate Change Reporting for Insurers.

April 2009: The untold story of loss reserves and future paid losses of lender captive mortgage reinsurers. First printed in Risk & Insurance.

April 2009: The impact of new Medicare legislation on liability claim settlements

January 2009: The Actuary and the Board of Directors

November 2008: Actuaries --The key to success for third-party administrators?

March 2008: Internal Revenue Service: 2007 Election to use company payment patterns to discount loss reserves.

Winter 2007: How to finance your own terrorism risk: Captives and the Terrorism Risk Insurance Act

Fall 2006: Liability CAT Bond: You Won't See This on Animal Planet

Fall 2004: Developments Related to Statements of Actuarial Opinion on Loss Reserves, and Assessing Environmental Liabilities Under CERCLA

Spring 2004: Managing for the Long Term

Summer 2003 Developments on Med Mal Tort Reform and Avoiding Year-End Reserve Surprises

Dec. 2002 Special Report: Overview of the Terrorism Risk Insurance Act of 2002

Fall 2002: How Will the Rating Agencies Respond? and A Captive Solution to the Med-Mal Crisis

Spring 2002: An Overview of Mold-Related Litigation Against Insurers; 2001 -- The Year in Review

Summer 2001: Codification of P&C Statutory Accounting; Recent Trends in Asbestos Liabilities; Press Release

Spring 2001: Employee Benefits in Captives: $50M of Savings?

Fall 2000: Overcoming Rating Agency Concerns

Spring 2000: Trends in the P&C Marketplace