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  • Comparison Analysis Implications Report of Employer & Member Research

    Comparison Analysis Implications Report of Employer & Member Research The SOA concluded surveys that examined the actuarial profession from the perspectives of SOA members and employers.

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    • Authors: Society of Actuaries
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Actuarial Profession
  • The Insurance Market in the Era of Digital Transitions: Relationships Between Insurers, Big Tech, and Insurtechs

    The digital revolution has transformed the insurance sector, introducing new technologies and innovative players. Traditional insurers face challenges from Big Tech and insurtech startups, ...

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    • Date: Jan 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: General Insurance (Property & Casualty)
  • 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 practices, and guidance for applying ALM questions to real-world ...

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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
  • 2013 Risks and Process of Retirement Survey

    A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

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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
  • 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 valuation under AG38 and VM20 using insured population data.

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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
  • Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty

    Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the ...

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    • Authors: Yang Shen , Jian xi Su, Zhengming Li, Society of Actuaries
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Mental Illness and Its Impact on U.S. Mortality and Longevity

    Mental Illness and Its Impact on U.S. Mortality and Longevity This report examines the impact of the COVID-19 pandemic on mental illness and the impact of mental illness on mortality and ...

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    • Authors: Rebecca Sheppard, Patricia Matson
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography
  • Social, Physical and Cultural Determinants of Health: Their Incorporation into Actuarial Data and Workstreams

    Social, Physical and Cultural Determinants of Health: Their Incorporation into Actuarial Data and Workstreams This report provides actuaries and other professionals working with risk, data and ...

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    • Authors: Rebecca Owen, Sara Teppema, Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Health & Disability; Predictive Analytics
  • 2023 Credit Disability Study Report – An Update of the 2014 Study

    2023 Credit Disability Study Report – An Update of the 2014 Study This study was undertaken to ensure the ongoing adequacy of the modified 1985 CIDA table as specified in Valuation Manual Section ...

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    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Impact of COVID-19 on Future U.S. Mortality: Expert Opinion Survey 2

    Impact of COVID-19 on Future U.S. Mortality: Expert Opinion Survey 2 Summarizes the results of a follow-up survey of a panel of experts on COVID-19 to see how views on the disease’s impact on ...

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    • Date: Aug 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data