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KAI Brochure

Our firm provides actuarial consulting services in employee benefits, insurance product design, and portfolio risk analysis. We specialize in actuarial valuations of retirement plans and guarantee services of a Fellow of the Actuarial Society of the Philippines. We offer quick valuations as a free service and full analyses using appropriate standards and assumptions without shortcuts. We tailor our services to three tiers with increasing levels of analysis and projections.

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Erwin Dela Cruz
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439 views

KAI Brochure

Our firm provides actuarial consulting services in employee benefits, insurance product design, and portfolio risk analysis. We specialize in actuarial valuations of retirement plans and guarantee services of a Fellow of the Actuarial Society of the Philippines. We offer quick valuations as a free service and full analyses using appropriate standards and assumptions without shortcuts. We tailor our services to three tiers with increasing levels of analysis and projections.

Uploaded by

Erwin Dela Cruz
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Our Firm

We are an actuarial consulting firm providing


services in the areas of employee benefits;
insurance product design, studies and
valuations; and portfOlio and risk analysis.
We specialize in actuarial valuations of
retirement plans:
PAS 19 / PFRS for SMEs
Funding valuation
Service Guarantee
We guarantee that a Fellow of the Actuarial
Society of the Philippines (FASP) shall be
available for scheduled consultations.
Actuarial reports are of utmost quality and
reflective of the latest actuarial standards.
Quick Valuation
A quick valuation is offered as a value added
free service to our prospects and clients. We
believe that companies will benefit from a ball
park illustrative estimate of actuarial values.
To access this free service, visit us at
www.keyActuarial.com.
Full analysis without resorting to shortcuts
a) Discount rate reference and methodology
for PAS 19 are in line with the requirements of
Financial Reporting Standards Council as
expressed in the document Q&A 2008-01
(Revised).
Requirement to use zero-coupon bond
yields and not coupon-paying bond yields
as discount rate reference.
Single-weighted present value approach is
employed.
b) The critical assumption of turnover rate
table is based on your company's unique
experience.
Assuming no turnover rate or setting this to nil
means that all employees, even twenty year
olds, will surely reach retirement, say at age
60, barring death and disability. Such a
scenario is unlikely for most companies. Thus,
using turnover rates based on your
experience is critical.
c) Full use of projected unit credit method
without resorting to term cost shortcuts.
Pertinent actuarial results are broken down
into retirement, turnover, death and disability
causes.
Turnover
30%
Retirement
60%
Our conSUltants continue to expand horizons
beyond traditional actuarial science.
We take pride in our synergies with academe
and research.
customized services with
three tiers to choose from
We tailor-fit our services to the needs of our
clients. As such, we offer tiered services:
Tier 1: Standard valuation in the industry.
Tier 2: Tier 1 plus sensitivity analysis
Sensitivity analysis will help clients grasp the
impact of key actuarial assumptions on pertinent
actuarial figures.
Tier 3: Tier 2 plus projections of assets,
contributions, liabilities, costs until 100% funding
ratio is reached. For funding valuation only.
Projections will help clients plan their
contributions into the future and not only for one
year.

unlocking customized solutions
Key Actuarial Intelligence, Inc. Consulting
Actuarial | Employee Benefits | Risk







George S. Ongkeko, Jr.
FASP, ASA, FRM, CFA
President & Chief Actuary

George has over a decade of actuarial experience in the academe, insurance industry and employee benefits consulting. Extensive
consulting expertise was honed during his term as the Chief Actuary of FFMiravite. Prior to consulting, he applied his actuarial skill
set in the insurance industry with Insular Life and Manulife.

As an actuary, George has achieved the status of [1] Fellow of the Actuarial Society of the Philippines, and [2] Associate of the
Society of Actuaries (USA). Extending his expertise beyond the traditional actuarial science, he obtained the FRM (Financial Risk
Manager) designation and is currently a CFA charterholder as well.

As an academician, George has published actuarial papers and is a professional lecturer at the actuarial masters program at the
Institute of Mathematics, University of the Philippines Diliman.





www.KeyActuarial.com

[email protected]
[email protected]

+63 2 501 5876
+63 917 504 0408

405 F. Ortigas Street Mandaluyong City
KEY PERSONNEL
CONTACT US

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