Description: This is an Excel spreadsheet, provided by the Society of Actuaries Pension Section, containing the interest rates and Consumer Price Index figures needed for calculating Canadian pension plan Transfer Values.

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. In addition to the report, numerical examples related to the application of credibility to company mortality and lapse data are provided in the four Excel files. This excel spreadsheet is a numerical example relating to the application of Credibility for mortality. Please see the SOA website research section for the complete report on Credibility Theory Practices.

Description: Download the 2013 Group Term Life Pivot Table – Individual Billed (revised Jan. 2014).

Description: This is an Excel spreadsheet, provided by the Society of Actuaries Pension Section, containing OBRA 87 Midterm Applicable Federal Interest Rates.

Description: This is an excel spreadsheet that lists the CSO tables for super preferred, preferred ultimate, and residual standard ultimate for both females and males, smokers and non-smokers.

Description: The Revenue Act of 1987 amended section 807d2B of the Internal Revenue Code. It established the interest rate used in the calculation of tax reserves to be the greater of the applicable federal interest rate or the prevailing maximum statutory valuation rate for the contract’s calendar year of issue. The amendment is effective for contracts issued in tax years beginning after December 31, 1987. This document shows all the applicable federal interest rates from 1998 - 2009.

Description: 2005-09 Individual Life Preferred Mortality Experience Study.