Description: This is an Excel 2003 spreadsheet that accompanies the research report entitled 'The Effect of Deflation or High Inflation on the Insurance Industry.' It models scholastically the effects of inflation and deflation.

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: The Required Minimum Distribution [RMD] working group of the Taxation Section has completed research in determining the actuarial present value of additional benefits for computing RMD under deferred annuity contracts. This is Appendix H spreadsheet for persistency bonus calculations for this research project. Please see teh SOA website research section for the complete report and excel spreadsheets for other appendices.

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.

Description: The Required Minimum Distribution [RMD] working group of the Taxation Section has completed research in determing the actuarial present value of additional benefits for computing RMD under deferred annuity contracts. This Appendix E spreadsheet is for the Guaranteed Minimum Withdrawal Benefit [GMWB] calculation. See the SOA website research section for the complete report and excel spreadsheet for the other appendices.

Description: The Required Minimum Distribution RMD working group of the Taxation Section has completed research in determining the actuarial present value of additional benefits for computing RMD under deferred annuity contracts. This is Appendix G spreadsheet for the Determining the Actuarial Present Value of Certain Additional Benefits for a two tiered fixed annuity benefit Under Treas. Reg. Section 1.401a9–6, Q&A–12 research project. Please see the SOA website research section for the full report and other appendices spreadsheets.

Description: The Required Minimum Distribution RMD working group of the Taxation Section has completed research in determining the actuarial present value of additional benefits for computing RMD under deferrred annuity contracts. This is Appendix B Example 2 spreadsheet for GMDB for this research project. Please see the SOA website research section for the full report and excel spreadsheet for the other appendices.

Description: Recognizing an opportunity to help serve its members in this age of increased financial oversight, the Health Section of the Society of Actuaries commissioned a series of guides on the use of statistical techniques specifically geared for the work of health actuaries. The first guide in the series titled, 'Statistical Methods for Health Actuaries - IBNR Estimates: An Introduction,' is about the calculation of incurred but not reported [IBNR] health claims reserves. In particular, the guide focuses on the development of confidence intervals around IBNR estimates. This is an Excel workbook created to demonstrate the techniques discussed in the guide.

Description: Authored by a MIB Solutions team of Tom Rhodes, Stuart Klugman, Marianne Purushotham and Stacy Gill, the report summarizes the results of a study on the application and adoption of credibility theory within the life insurance and annuity industry. This excel spreadsheet is a numerical example relating to the application of Credibility for lapses. Please see the SOA website research section for the complete research report on Credibility Theory Practices.

Description: The American Academy of Actuaries and the Society of Actuaries have joined resources to maintain this Economic Scenario Generators Excel Workbook tool for use in regulatory reserve and capital calculations. Please see the SOA website research pages for further information on this tool and how to use it.