Over the years I have written a number of articles appearing in actuarial publications, including the following:

  • I believe the first article I ever published, shortly after I become an FSA, was “Will Your Unpaid Loss Reserves Stand Up to IRS Scrutiny” in the December 2000 edition of the SOA’s Health Section News.  This short article discussed two then-recent tax cases, Utah Medical and Minnesota Lawyers.
  • The April 2001 edition of Health Section News had a much longer article of mine, “Actuarial and Underwriting Implications of the Final Health Privacy Rule.”  Unfortunately the “final” rule was not in fact final, and was reopened for additional public comment shortly before the publication went to print.  As such some of the aspects of my article’s regulatory analysis don’t pertain to the rule as ultimately adopted in 2002.  I thought at the time that I would go back and write a revised version of the article to reflect the final-final rule, but alas I never did…
  • In the January 2002 edition of Health Section News, I wrote a short “NAIC Health Update” article that was intended to be the first of an ongoing series.   A second article appeared in the June 2002 edition, and a third article in the October 2002 edition, but I didn’t continue the series after that.
  • By 2007 the SOA had renamed Health Section News to Health Watch.  I wrote a very lengthy article, “IASB Phase II Insurance Contracts Project:  Implications for U.S. Health Insurers,” in the September 2007 edition of Health Watch.
  • The principal actuarial textbook for U.S. health actuaries is Group Insurance, originally edited by the now-retired Bill Bluhm and with individual chapters written by many different individuals.  In the mid-2000s I was invited by Bill to overhaul the chapter on “Risk-Based Capital Formulas”, originally written in the 1990s by Robert Cumming, for the 5th edition published in 2007.  The 7th edition was published in 2016, and I see that both Cumming and I are still listed as co-authors of that chapter, although a 3rd co-author I don’t know (Constance Peterson) has now been added and presumably was the one who updated this chapter for the new edition.
  • My favorite article appeared in the July 2008 edition of a short-lived SOA publication called the Actuarial Practice Forum.  Unfortunately “Margins in Medical Claim Liabilities Under Future Accounting Models” is obsolete in light of subsequent developments in the accounting literature, but intellectually I’m very proud of that paper.
  • I wrote a very short article called “SEC Objects to Prospective Unlocking of LTC Reserves” for the September 2008 edition of another SOA publication, The Financial Reporter.
  • The July/August 2013 edition of Contingencies, the American Academy of Actuaries’ magazine, included my article “Marginal Federal Income Tax Rates Under 2013 Law:  A Case Study”.
  • In the fall of 2014, I had a brainstorm:  the Society of Actuaries should commemorate the 5th anniversary of the enactment of the Affordable Care Act with a series of articles memorializing the many technical debates that actuaries and regulators had in the course of implementing the statute.  This seed led by August 2015 to the publication of a terrific compilation of articles called The ACA@5:  An Actuarial Retrospective.   I wrote the ACA@5 article “The ACA’s Medical Loss Ratio Provisions:  Looking Back” which, next to the Actuarial Practice Forum article noted above, is the piece of writing of which I’m next most proud in my career.  I also co-wrote the ACA@5 article “Taxes and Fees Introduced by the ACA” with Mike Gaal; he wrote the portion on the “Cadillac tax” while I wrote portions on the health insurer fee and transitional reinsurance contributions.
  • In March 2017, the SOA’s flagship magazine The Actuary published my article “Explaining Health Policy to your Facebook Friends” as an online-only article.  Unlike most things I’ve written, this article was aimed at a more general audience.