Description: Investigate from many angles the variety of potential impacts of increasing inflation on actuarial products and services in the insurance and retirement industries.

Description: The SOA Research Institute Health Care Cost Trends Strategic Research Program and Health Section Council Committees are seeking researchers to compare the intended effects of the ACA and its amendments since the implementation of each provision.

Description: The goal of this paper is to further the discussion about the design and implementation of retirement income solutions in DC plans, to encourage plan sponsors to better meet the retirement security needs of millions of workers who do not participate in defined benefit plans. This paper provides alternatives and does not recommend specific solutions. The intended audience for this paper is policymakers and government regulators and those individuals and organizations who actively participate in discussing these topics with decision-makers at the government, financial institutions, and plan sponsors. These individuals and organizations are encouraged to use the material in this paper to help inform their discussions. Another potential audience includes DC plan sponsors who may want to proceed with implementing programs of retirement income before guidance is promulgated.

Description: This web page contains links to the results of a literature search that explores pre-retirement influences on attitudes and decisions regarding retirement. The research study, conducted by Linda Smith Brothers, reviews sixty papers written since 1990, and summarizes their important points under seven topic areas. The seven topics addressed are: retirement trends, influences on the retirement decision, participation decisions, effects of employer–sponsored pension plans, effects of health, effects of stock, and effects of pension plans on employee attitudes and behaviors. An Excel workbook contains detailed reviews of the sources that were searched in the course of the study.

Description: Summary of a survey conducted by Milliman of 28life insurers on the impact of AG49 and AG49-A on their Indexed Universal Life products.

Description: This report provides an exploration of the potential impact of Artificial Intelligence (AI) on medical malpractice claims, with a focus on one specialty (radiology) and one state (New York). The discussions in this report are targeted to actuaries who are interested in developing a method to quantify the potential impact of AI to their own medical malpractice portfolio or to their own work.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release the results of a study focused on the financial perspectives of aging and retirement of Americans across five generations, including Millennials, Gen X, Early Boomers, Late Boomers and the Silent Generation.

Description: This session will kick off the key National Association of Insurance Commissioners (NAIC) activities, with a primary focus on updates to principle-based reserve valuations and appointed actuary topics. The presenters will provide insights into the current set of activities and initiatives being considered by the NAIC Life Actuarial Task Force (LATF) and Life Risk-Based Capital Working Group, as well as activities being undertaken by American Academy of Actuaries committees and work groups.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention.

Description: The SOA Research Institute Aging and Retirement Strategic Research Program and Retirement Section are pleased to make available a research report that examines megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.