Description: The SOA Research Institute seeks proposals and essays on actuarial aspects of 401(k) plans, including similar plans like 403(b) and 457. Topics include investment impact, participant behavior, plan features, and AI's role. Submissions aim to enhance understanding and future research on retirement savings adequacy and system improvements.

Description: The Society of Actuaries (SOA) Research Institute’s Individual Annuity Experience Committee (IAEC) and LIMRA are soliciting surrender/lapse, withdrawal, living benefit utilization, annuitization, and premium deposit experience for fixed indexed annuities (FIAs) both with and without a guaranteed living benefit offering for contract year 2023 (from contract anniversaries in 2023 to contract anniversaries in 2024).

Description: Read about the 2019 Call for Essays: Actuarial Practice Innovation.

Description: This web page on Research Projects provides information about the research activity of the Society of Actuaries [SOA] Committee on Knowledge Extension Research [CKER]. There is a link to recent winners of the Edward A. Lew Award, including brief descriptions of the authors and their papers on actuarial modeling. There are also links to over 50 completed papers and other websites.

Description: Until recently, the placement of healthcare coverage risk in captives was rare, and those captives that carried healthcare risk were generally in Bermuda, Cayman or other traditional offshore captive domiciles. In recent years, more and more entities taking risk on healthcare costs have been exploring the value of placing portions of that risk into a captive insurer or reinsurer, including employers, insurers, and healthcare providers. The increased utilization of healthcare insurance/reinsurance captives (“healthcare captives”) has also expanded the breadth of captive domiciles, with many of these captives being formed in U.S. onshore domiciles. The purpose of this research is to examine the evolution of the use of healthcare captives for managing risk, how the landscape for healthcare captives is changing, captive structures utilized, and methodology for evaluating and selecting a jurisdiction. In addition to providing a resource to help healthcare insurers and other entities manage risk, the research can be used by policymakers to assess the impact of healthcare captives to existing insurance industry regulation and requirements

Description: The SOA develops and sponsors research projects and studies. We seek researchers, actuaries and other professionals to help work on projects.

Description: One of the many resources that the SOA offers for download are experience studies that focus on health topics.

Description: One of the many resources that the SOA offers for download are experience studies, such as individual life with a focus on persistency.

Description: One of the many resources that the SOA offers for download is research on individual life with a focus on valuation materials.

Description: One of the many resources that the SOA offers for download are experience studies, such as pension reports and mortality tables.