Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: In this paper, the authors assess the value of a GSA-type annuity within a retiree's portfolio.

Description: This is the first report in a series on the current state and future opportunity of the retirement market in China. This report, edition one of the series, summarizes the significant outcomes from the study. Also included in this edition is a retirement forecast outlining the drivers of change for China’s retirement market and the resulting opportunities.

Description: Process risk, estimation error, model uncertainty, trend risk and catastrophe risk are the five main components of longevity risk uncertainty. In the face of this daunting uncertainty, what should the actuarial practitioner do? This session focuses on assessing model uncertainty, process risk and estimation error in mortality modeling. Besides discussing the theory behind methods for performing the assessment, presenters provide attendees with practical examples using R to help them in applying the methodologies and concepts presented.

Description: Summary of a LTD Profitability and Market Survery discussing growth, profits and new developments. Issue No. 34.

Description: To analyze potential significant disruptors that could negatively affect a company’s financials.

Description: Recommendation for a set of improvement factors to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic table

Description: The SOA has collaborated with LIMRA, Reinsurance Group of America (RGA), and TAI on an ongoing effort to analyze the impact of COVID-19 on the individual life insurance industry’s mortality experience. The data collected for this study included 2.8 million deaths from life insurance policies covering the period January 1, 2015 to September 30, 2020.

Description: This research material provides an evaluation and synthesis of the methodologies and data samples used on characterizing health care fraud

Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.