Description: As part of an upcoming Society of Actuaries (SOA) research release to model health care costs in 2020 and 2021, a set of “Return Stages” were created in order to define the various level of activities being observed, as well as to contemplate the ways these stages may progress as various cities, counties and states release their own phasing processes for returning their jurisdictions to normal.

Description: This report summarizes observations about current issues being discussed with clients to address immediate concerns as well as broader considerations about defined benefit plans. Its primary purpose is to assist defined benefit plan actuaries and plan sponsors with these issues and to stimulate further thinking and inform readers on how COVID-19 may reshape retirement in the future.

Description: The Society of Actuaries is pleased to make available a research report that investigates defined benefit retirement plan de-risking activities for U.S.-based companies and the relative impact of various implemented strategies.

Description: Retirement market study of Mexico in English

Description: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: Underwriting has continually evolved throughout the history of insurance. Technology advancements over time have opened, and will continue to open, new underwriting possibilities from both process automation and content standpoints.

Description: This report highlights major weather stories that unfolded across the month of December 2019

Description: The Society of Actuaries and LIMRA have sponsored a Variable Annuity Guaranteed Living Benefit Utilization Study. This study is an annual update of earlier investigations conducted since 2006.

Description: The Society of Actuaries released research in 2007 that develops a model for a U.S. individual life insurance company to consider its potential liability exposure as a result of a pandemic. Sponsored by the Mortality and Longevity Strategic Research Program Steering Committee, this paper updates several model assumptions including mortality in light of COVID-19.