ASP Exam II Readings

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D. Group Insurance and Employee Benefit Plans 

  • Insurance Code (Republic Act 10607), Chapter III-Title 9, Section 234
  • Actuarial Society of the Philippines, Guidelines for Actuarial Practice in Group Term Life Insurance (Adopted 2000)
  • Cabading, Maricar, et al, Private Retirement Plans in the Philippines, Actuarial Society of the Philippines, 2005 Download
  • Philippine Accounting Standards No. 19 – Revised (Effective January 2013)
  • Actuarial Society of the Philippines, ASP Guidance Note Clarifying Guidelines on Defined Benefit Pension Valuation Standards in accordance with PAS19 (Adopted Nov 2, 2016) Download 2
  • Actuarial Society of the Philippines, Standards of Practice for the Valuation of Retirement Plans (Adopted November 18, 2005) [in Download 2 Link above]
  • Insurance Commission, Circular Letter No. 23-2013, Guidelines for the Approval of Personal Equity Retirement (PERA) Investment Products Link
  • Rules and Regulations Implementing The Personal Equity and Retirement Account (PERA) Act of 2008 (Approved on October 21, 2009) [in Download 2 Link above]
  • Herrera, Henry Joseph. PERA Opportunities for the Life Insurance Industry, June 2010  [in Download 2 Link above]