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  • PBR Considerations and Benefits for Smaller Insurance Companies
    After years of discussion and debate, PrinciplesBased Reserving (PBR) is finally a reality. Small insurance ... electing for the company-wide exemption or adopting the PBR methods. This article discusses the benefits ...

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    • Authors: Alixandra Balestra, Calvin Y K Yeung, Jeffery Stroller
    • Date: Nov 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Restoring the Indifference Ideal: If It’s Not Adjusting for “Risk,” It’s Not “Risk Adjustment”
    Restoring the Indifference Ideal: If It’s Not Adjusting for “Risk,” It’s Not “Risk Adjustment” ACA risk ... risk adjustment is intended to "bridge the gap" between allowed rates and actuarial rates. If risk adjustment ...

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    • Authors: Greg Fann
    • Date: Jun 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Health Watch
    • Topics: Experience Studies & Data; Health & Disability>Health care
  • Post Pandemic Mortality by Generation
    Background Although the COVID-19 pandemic emergency is declared over, uncertainty remains around the direct and ... and indirect effects of COVID-19 on future U.S. population mortality. During the pandemic there has been ...

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    • Date: May 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Letter from the Editor
    Letter from the Editor Brief discussion on recent published experience studies and RFPs. By Scott D ... out the SOA Research Institute page, you are missing a lot. There are two recent additions to the site ...

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    • Authors: Scott Haglund
    • Date: Dec 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Experience Studies & Data
  • Harnessing BI Tools for In-force Metrics and KPIs
    delves into the transformative realm of Business Intelligence (BI) tools. We explore the fundamental ... fundamental functionality and structure of these tools, and through case studies illustrate how they offer valuable ...

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    • Date: Jan 2024
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data; Technology & Applications>Business intelligence
  • Mortality Improvement Scale MP-2020
    Improvement Scale MP-2020 The Retirement Plans Experience Committee of the Society of Actuaries (RPEC) is pleased ... update to the RPEC_2014 model and its corresponding mortality improvement scales. This new version of the model ...

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    • Authors: Society of Actuaries
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Fitting UK and US Mortality Projection Models to Each Other's Data
    models – the latest version of the CMI Mortality Projections Model and the latest version of MIM-2021 ... were applied to data for England & Wales and the US, and the results were compared. mortality projection ...

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    • Authors: Jon Palin
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Pensions & Retirement
  • A Powerful Partnership
    A Powerful Partnership The partnership between the SOA Research Institute and LIMRA created Experience ... Experience Studies Pro, a new, in-depth program of research and analysis. Experience Studies, product development ...

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    • Authors: Society of Actuaries
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data