Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Reinsurance as a Capital Management Tool

    Reinsurance as a Capital Management Tool In an age of accelerating transformation—technological, financial, and regulatory —reinsurance continues to be an important component of capital ...

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    • Authors: Russell Menze, Brian O'Neill, David Weinsier
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Capital management - Finance & Investments
  • IAIS Capital Standards Update

    IAIS Capital Standards Update The International Association of Insurance Supervisors (IAIS) continues its development of the Insurance Capital Standard (ICS) with the introduction of ICS 1.0 in ...

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    • Authors: John Dieck, David Sherwood, Josh Windsor
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Capital management - ERM
  • Uncle Joes Plan to Retire

    Uncle Joes Plan to Retire This is a short story on the retirement income calculator. Assumptions;Financial planning;Retirement planning; 6747 2/22/2006 12:00:00 AM ...

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    • Authors: William Leslie
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Financial economics; Finance & Investments; Modeling & Statistical Methods>Simulation; Pensions & Retirement; Technology & Applications>Software
  • Use of Overlapping Generations Model in Modeling Demographic Change – Summary of the Literature Review

    Use of Overlapping Generations Model in Modeling Demographic Change – Summary of the Literature Review One component of this project is to model the impact of population structure on returns ...

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    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Economics>Macroeconomics
  • Session 047: Preparing Actuarial Memoranda in Support of the Health Annual Statement of Actuarial Opinion

    Session 047: Preparing Actuarial Memoranda in Support of the Health Annual Statement of Actuarial Opinion This session will describe best practices for the preparation of the actuarial memorandum ...

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    • Authors: Deana Bell, Annette James, Jacqueline Lee
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Health & Disability>Health care
  • Session 027: Public Health: Ignite!

    Session 027: Public Health: Ignite! Ignite-style presentations feature presenters who get 20 slides, which automatically advance every 15 seconds. The result is a fast and fun presentation which ...

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    • Authors: Kevin Dotson, John Mange, Leanne Metcalfe, Rebecca Owen, Marjorie Rosenberg, Shereen Sayre, Sara Teppema, Jim Toole, Joseph Wurzburger
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Health economics; Health & Disability>Health risks
  • Session 019: IFRS 17 Senior Leaders’ Panel on Strategic Opportunities

    Session 019: IFRS 17 Senior Leaders’ Panel on Strategic Opportunities IFRS 17 is a significant change that requires insurers to invest time and resources. The presenters will address wider ...

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    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Actuarial Profession>Management skills; Financial Reporting & Accounting; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea

    Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension plan's lifespan, after benefit accruals have ceased and the plan has reached fully funded status, ...

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    • Authors: Brett Dutton, Rene Martel, Hilja Viidemann
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Session 124: Private Pension Mortality Study

    Session 124: Private Pension Mortality Study This session will highlight the mortality experience of a large set of private pension plans in the United States for experience years 2010-2014.

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Session 129: Implications for Equity Based Annuities Under New U.S. Reporting Standards

    Session 129: Implications for Equity Based Annuities Under New U.S. Reporting Standards Statutory and GAAP financial reporting revisions motivate enhanced modeling and more comprehensive hedging ...

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    • Authors: Bryan Lindsley, Stephen Matthew Tizzoni FSA,MAAA, Robert E Winawer, Senol Ozturk
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting