Description: The Committee on Life Insurance Company Expenses is currently seeking life insurance company data submissions to the 2008 Individual Life and Annuity Expense Study. This is the data submission form for Universal Life Products. Please see the SOA website experience studies for teh completed study.

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: 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: Academy’s Interest Rate Generator (AIRG) Version 7.1.201604

Description: This worksheet helps you determine if the presentation is meeting the session objectives and goals. It is to be used during the development phase.

Description: This worksheet provides tips for setting the session goals.

Description: Explains the methods for determining rates based on experience, such as mortality and claim utilization rates.

Description: Download the papers from the Society of Actuaries 50th Anniversary monograph.

Description: All files of 2008 Living to 100 Monographs.