Description: This is a spreadsheet showing the appendices to the report on intercompany mortality experience by amount of insurance under standard individually underwritten issues. This study includes policy years 2005-07. Please see the SOA website experience studies for the full report and other related data tables.

Description: Excel spreadsheet example of GAAP calculations for an immediate annuity showing benefit reserves, DAC, and Unearned Revenue Liability [URL] from the 2010 U.S. GAAP & IFRS conference in New York.

Description: The Health Section Research Team is pleased to make available the following research study and Excel model that provide a framework for estimating the financial impact of health plan provider network risk. The research was conducted by the Denver office of Milliman, Inc. The Excel workbook allows the user to assess cost implications of aspects of network risk under various assumptions. The assumptions in the workbook can be altered by the user and be applied to test a range of scenarios.

Description: Excel spreadsheet showing immediate annuity example of GAAP benefit reserves and Unearned Revenue Liability calculation from the U.S. GAAP & IFRS: Today and Tomorrow conference in New York in September of 2010.

Description: The Society of Actuaries Group Annuity Experience Committee has completed this report which presents the 2001-2002 calendar-year experience of retired individuals in the United States who are covered under group pension contracts. For the first time, the committee has presented the results in pivot table format. This is that pivot table of the 2001–02 Group Annuity Experience Report. Please see the SOA website experience studies for the full report.

Description: The Society of Actuaries Group Annuity Experience Committee has completed this report which presents the 2001-2002 calendar-year experience of retired individuals in the United States who are covered under group pension contracts. For the first time, the committee has presented the results in pivot table format. This is that pivot table of the 2001–02 Group Annuity Experience Report. Please see the SOA website experience studies for the full report.

Description: This is a spreadsheet showing the appendices to the report on intercompany mortality experience by amount of insurance under standard individually underwritten issues. This study includes policy years 2005-07. Please see the SOA website experience studies for the full report and other related data tables.

Description: The Society of Actuaries Group Annuity Experience Committee has completed this report, which presents the 2003 through 2006 calendar year experience of retired individuals in the United States who are covered under group pension contracts. The committee has also presented the results in pivot table format to allow readers to easily customize their analyses to suit their individual purposes. This is that table which is call 2001-2006 Group Annuity Pivot Table. Please see the SOA website experience studies for the full report.

Description: This is an Excel workbook, provided by the Society of Actuaries Pension Section, containing consumer price index data obtained from the U.S. Department of Labor Bureau of Labor Statistics. Separate tabs include figures for the CPI-U, the Medical Care Consumer Price Index, etc.

Description: The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in determing the actuarial present value of additional benefits for computing the RMD under a deferred annuity contract. This is the Appendix I spreadsheet for determining the Actuarial Present Value of an annuitization bonus. Please see the SOA website research for the full report and other associated spreadsheets.