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  • Resilience and Adaptation Case Studies

    Resilience and Adaptation Case Studies This is a Request for Proposals document issued by the SOA Research Institute, focusing on developing a framework for actuaries to bridge the gap between ...

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    • Date: Mar 2026
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management

  • Resources for ALM Practitioners: What Questions Should You Ask?

    Resources for ALM Practitioners: What Questions Should You Ask? This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025

    Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025 This report details the 2025 HMI and FMI scale recommendations for individual life insurance mortality ...

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Modeling & Statistical Methods; Public Policy

  • 2013 Risks and Process of Retirement Survey

    2013 Risks and Process of Retirement Survey A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80. December 2013 Author Mathew Greenwald ...

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy

  • 2023 GRET Recommendation

    2023 GRET Recommendation 2023 Generally Recognized Expense Table (GRET) recommendations. The SOA’s Committee on Life Insurance Company Expenses (CLICE) has submitted its recommendation for the ...

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    • Authors: Society of Actuaries
    • Date: Aug 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
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