Description: View the Spring 2021 Group & Health Finance & Valuation, Segment C

Description: View the Fall 2020 Retirement Benefits—Design and Accounting, U.S. Exam Excel File.

Description: View the Fall 2020 Enterprise Risk Management – Group Help Excel File.

Description: Fall 2020 GIRR Model Solutions

Description: This is a supplemental Excel Workbook to the Select Period Mortality Survey report. The workbook contains additional analysis of the responses submitted for the select period mortality assumption survey. This project was sponsored by the SOA’s Product Development Section and the Committee on Life Insurance Research.

Description: Template examples for PBA Implementation Guide, which offers executives an underlying rationale for steps to support formation of an overall PBA strategy,

Description: The Society of Actuaries' Pension Section and Health Section Research teams commissioned Professor Thomas E. Getzen of Temple University to construct a resource model for the projection of long term healthcare cost trends. The motivation for creation of the model was driven by its potential usage as a resource for the estimation of reportable liabilities for retiree healthcare benefits as specified under FAS 106 and GASB 45 accounting statements. This model, programmed in Microsoft Excel [xlsx format], projects per-person expenditures and growth rates through 2099 using a set of equations and assumptions developed by Professor Getzen with assistance from the Society of Actuaries Project Oversight Group appointed to oversee the effort. The model includes baseline assumptions as well as flexibility for user–inputted alternative assumptions.

Description: A follow-up to the first Preferred Class Structure Report, which contains the additional analysis of areas identified while preparing the first report of preferred class structure data from statistical agent submissions.