Dan Bailey interviews Dave Dillion who recently presented at the 2014 SOA Annual Meeting on ACA Health Rate Review. For those who could not attend his presentation, this episode will provide you with highlights from Dave’s session.  

Direct download: Health_DaveDillion.mp3
Category:Health -- posted at: 10:58am CDT

Dan Bailey interviews Jim O’Connor who recently presented at the 2014 SOA Annual Meeting on ACA Implementation and Strategies in 2017 and Beyond. For those who could not attend his presentation, this episode will provide you with highlights from Jim's session.  

Direct download: Health_JimOConnor.mp3
Category:Health -- posted at: 10:55am CDT

Trustees from the Social Security Administration and the Center for Medicare and Medicaid Services produce annual reports updating the status of the Social Security and Medicare programs.  This podcasts provides some insights from the 2014 reports to changes in the status of each program.

 

 

Direct download: SS_and_Medicare_Tim_Marnell.mp3
Category:Pension -- posted at: 9:34am CDT

Listen in as Dan Theodore reads “IRS Approves the Annuity Treatment for Term Certain Variable Payout”, which was featured in the October 2014, Taxing Times written by John T. Adney.  

Direct download: AnnTreatmentForTermCertVarPayout_Oct2014.mp3
Category:Taxation -- posted at: 3:34pm CDT

Listen in as Dan Theodore reads “Revenue Ruling 2014-15:  The Requirement Risk Distribution, The Law of Unintended Consequences and New Questions to Consider in Funding Retiree Health Benefits” which was featured in the October 2014, Taxing Times written by Terrance F. Richardson and Mark S. Smith.

Direct download: RevRul2014-15_TT_Oct1014.mp3
Category:Taxation -- posted at: 3:32pm CDT

Listen in as Dan Theodore reads “Chairman Camp’s Tax Reform Discussion Draft:  What Does It Mean to the Life Insurance Industry” written by Brion Graber and Peter Winslow.  This article was featured in the October 2014, Taxing Times Supplement.

Direct download: ChaimanDraftTaxReform_Oct2014Supp_64.mp3
Category:Taxation -- posted at: 3:30pm CDT

In part 2 of this podcast, Dr. Mark McClellan continues to share his insights and explain the transformative role of ACOs and how they are helping to re-shape the finance and delivery of health care, not only in the US, but internationally as well.  He addresses the need for different care approaches for different populations, the future of health insurance, and the role health actuaries can play going forward.

Direct download: Mark_McClellan_Podcast2.mp3
Category:Health -- posted at: 1:55pm CDT

In part 1 of this 2-part discussion, economist and physician, Dr. Mark McClellan, is interviewed by Daniel Bailey about the changes in the US system for the delivery and finance of health care.  Dr. McClellan is Senior Fellow at Brookings and Director of their Initiative on Innovation and Value in Health Care Reform.  He previously served as Administrator of CMS and Commissioner of the FDA.  In this interview, he focuses on the changes in care delivery and how they affect quality and affordability.  In particular, Dr. McClellan describes the effect of ACOs, their recent results and expected future.  This podcast is a follow-up to Dr. McClellan's keynote address at the SOA Health Meeting in June 2014.

Direct download: Mark_McClellan_Podcast.mp3
Category:Health -- posted at: 1:53pm CDT

Last January, the Tax Court decided Rent-A-Center, Inc. and Affiliated Subsidiaries v. Commissioner, involving a captive insurance arrangement that was challenged by the Internal Revenue Service (IRS). The Tax Court found that a parental agreement between a captive and its parent could be present in a valid insurance arrangement for federal income tax purposes.

Direct download: RentACenter_from_Taxing_Times.mp3
Category:Taxation -- posted at: 9:43am CDT

Dan Bailey interviews Mary Van der Heijde who recently presented at the 2014 SOA Health Meeting on Rate Review 101. For those who could not attend her presentation, this episode will provide you with highlights from Mary’s session. 

Direct download: Health_Section_Rate_Filings_for_the_Affordable_Care_Act.mp3
Category:Health -- posted at: 9:56am CDT