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 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: 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: 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: This report contains the ongoing reporting of mortality experience under standard, fully underwritten life insurance policies for study years 2008–09.

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 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: 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: Pension Protection Act (PPA) Index, developed and provided by Ryan Labs (RL) Asset Management