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  • employees-ret-plan

    Explore the use of conjoint analysis to understand what employees say they want and/or need in a retirement plan in newly released research material sponsored by the SOA’s Retirement Section.

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    • Authors: Lee Gold, Timothy Geddes, Anna M Rappaport
    • Date: Apr 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • prod-design-customer-needs-risks

    ReMark's Global Consumer Study delivers 10 key insights to empower customers. Insurers can design products that meet customers' needs and enhance client experiences and add significant value ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Health & Disability; Health & Disability>Health insurance; Life Insurance; Technology & Applications
  • 2023-health-virtual-s04b

    "Examine the impact of traditional deductibles on health care equity and the need for innovative plan designs. You will learn about the limitations of consumer-driven health care costs broadly ...

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    • Date: Jan 2024
    • Competency: Strategic Insight and Integration
    • Topics: Economics; Health & Disability
  • role-social-determinants

    CMS has pioneered innovative strategies for Medicare and Medicaid to address Social Determinants of Health (SDOH). Employers can learn from these models to implement similar approaches for their ...

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    • Authors: Leticia Harris, Shelley Joan Moss, Sara Teppema
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Actuarial Profession; Demography; Health & Disability
  • peos-actuarial-perspective

    Join us in this webinar where we explore the intricate relationship between Professional Employer Organizations (PEOs) and insurance, diving into the art of risk management within this industry.

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    • Authors: Thomas R Huber, Wendy Kwan, Kim Dorani
    • Date: May 2024
    • Competency: Communication; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Health & Disability
  • aligning-retirement-workforce

    Retirement, analytics, workforce management ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Enterprise Risk Management; Pensions & Retirement
  • informal-caregiving

    Explore the findings from the research paper recently released by Milliman and the SOA, highlighting the growing need for support of informal/family caregivers. We will discuss both quantitative ...

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    • Authors: Christin Kuretich, Matthew Smith
    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration
    • Topics: Actuarial Profession; Health & Disability; Life Insurance; Long-term Care; Public Policy; Social Insurance
  • 2022-us-post-level-term-lap

    Learn more about the predictive modeling that was applied to industry data for the lapse and mortality experience in the post-level term period. Novel approaches were taken to model the shock ...

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    • Authors: Davy Moore, Michael Niemerg
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Life Insurance; Modeling & Statistical Methods; Predictive Analytics; Technology & Applications
  • 2022-investment-strategy-cons

    As the Federal Reserve's recent interest rate hikes increase potential asset yields, an expected rate increase to products offered by insurance companies of all sizes, including annuities, can ...

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    • Authors: Marc Altschull
    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Finance & Investments
  • 2023-secure-2

    This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.

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    • Authors: Alison R Peak, Ryan Kiefer, Stefanie Porta
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Public Policy