Description: This document is a Request for Proposal (RFP) issued by the SOA Research Institute, seeking researchers to assess the impact of artificial intelligence on the insurance and healthcare industries in Asia, with specific research objectives, proposal requirements, selection process, submission guidelines, and appendix providing cost estimates.

Description: There will be inflection points in the value of an instrument when interest rates change. These inflection points could materially impact the approximation of value change using ALM metrics. In this part of the seven-part series, I will highlight: • How to identify the inflection points; • the range of rate changes where ALM metrics may be relied upon i.e., the “validity” range, outside of which recalculation of the ALM metrics is required and the potential that one needs to rebalance the portfolio; • a technique to improve on the approximation of value change beyond the validity range; and • a technique to convert non-linear change on the yield curve to be used with duration and convexity.

Description: This article provides a summary of the research paper and Excel-based tool that can be found on the SOA’s website at Regulatory Capital Adequacy for Life Insurance Companies: A Comparison of Four Jurisdictions | SOA.

Description: This article takes a look at how defined benefit (DB) pension plan financials ended the third quarter of 2023 on a solid footing, improving the capacity to take meaningful de-risking actions; as DB plans look to de-risk at reasonable costs, they may find it beneficial to consider a broad range of investment options; and completing a core bond allocation with private credit and income-oriented alternative strategies can help achieve important savings over other frequently pursued de-risking approaches, without materially increasing the funded status volatility or downside risk

Description: A paper demonstrating how to obviate the need for market timing strategies in variable annuity products by judicious use of product design. The paper presents the premise behind the product design, provides numerical examples, then explores possible extensions of the concept to produce more sophisticated variable annuity plans based on guarantees of investment outcomes.

Description: Join us as we summarize the impacts of recent studies from 2022, which update individual disability incidence rates and analyze the impact of the COVID-19 pandemic. Also, we will look at expectations for the disability insurance market. By attending this session, attendees will: - Identify the impact of recent experience adjustments to incidence rates. - Understand the impact of the COVID-19 pandemic on disability coverage. - Discover emerging issues likely to influence disability coverage in upcoming years.

Description: This report focuses on disparities in retirement savings based on race and ethnicity. It includes a thorough review of the literature on the extent of racial disparities in retirement savings and possible causes for and correlates of these disparities.

Description: A news release announcing the winners of the 2024 Student Research Case Study Challenge.

Description: Review the syllabus for the Fall 2024 Retirement Plan Investment and Risk Management (RETRPIRM) Exam.

Description: View an archive of the Spring 2024 FSA Syllabi, including updates that were made.