Description: August 2012 issue of (RL) Bond Market Watch

Description: The RL Asset Liability Watch for December 2012. A resource for Pension Section members.

Description: This overview study note for the Society of Actuaries Spring 2012 Financial Economic Theory and Engineering [FETE] exam is intended to provide candidates with an approach for organizing the course of reading for studying the various sections of the course.

Description: A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting.

Description: This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through a series of focus groups. The motivation for this effort was to gain insight into the attitudes, beliefs, and other factors that influence this age group’s savings and retirement planning. Along with findings from the report, additional context and perspectives on the broader implications of the report will be presented. These implications include its connection to other research sponsored by the Aging and Retirement Strategic Research Program and the current retirement landscape. The perspectives of different stakeholders will be considered.

Description: Lincoln Financial Group announced the beginning of a two-year data and analytics talent upskilling program with the Society of Actuaries, a global professional organization for actuaries. The SOA will facilitate training for Lincoln employees through a customized multi-phase educational program focusing on big data and predictive analytics.

Description: The article first tries to determine a consensus view of what social security should accomplish and then tries to measure how well the current level of benefits succeeds in meeting these goals. Assessing benefit adequacy is an essential element in putting the overall program on a sound financing footing.

Description: To inform and educate stakeholders for health plans and insurers on novel ways to optimize reinsurance structures to meet capital related goals and boost RBC and liquidity ratios. In lieu of traditional market-based financial instruments involving equity and/or debt, a quota share transaction can be used with potentially far more attractive terms and achieving essentially the same result.

Description: The Society of Actuaries (SOA) Board of Directors (Board) gathered in Pittsburgh October 23-24. The Board is continuing to work on strengthening the profession and the SOA and to prepare members and candidates for the future.