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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  • Weakness in an Actuarial Process and Ideas for Improvement

    Weakness in an Actuarial Process and Ideas for Improvement The author points out ways to to identify potential weaknesses in an actuarial process and provides ideas to improve the process.

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    • Authors: Madeleine Zhang
    • Date: Nov 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Best practices
  • End to End Assumption Documentation Practices

    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development and Governance Group, an informal discussion group consisting of nearly 200 interested actuaries ...

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    • Authors: Alexander Zaidlin, Hua Li
    • Date: Mar 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data
  • How to Review an ORSA e-Book

    How to Review an ORSA e-Book This e-book contains topical essays that express the opinions and thoughts of a number of authors on the subject. It should be understood that the thoughts and ...

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    • Authors: Society of Actuaries
    • Date: Sep 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Ethical standards; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice
  • Small Talk

    Small Talk Metadata for entire issue Statutory Reserves;Principles-Based Reserves (PBR);Life Reserves;Annuity Reserves;Risk Measurement;Futurism;Strategic Risks;Demographics;professional ...

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    • Authors: Society of Actuaries
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
  • Equitable Discrimination and Long-Term Care Insurance

    Equitable Discrimination and Long-Term Care Insurance A dicussion of the Rate Classification Actuarial Standard of Practice, ASOP #12: its purpose, its scope, guidance, and examples.

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    • Authors: Bruce Stahl
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Ethical standards; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Health & Disability>Health risks
  • International Congress of Actuaries 2018 in Berlin— It’s Getting Closer

    International Congress of Actuaries 2018 in Berlin— It’s Getting Closer From 4 to 8 June 2018, the German Association of Actuaries, in conjunction with the IAA, will host the 31st International ...

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    • Authors: Micheal Steimetz
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Professional network leverage
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Qualifications; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice
  • The Financial Reporter

    The Financial Reporter The September 2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate governance;accounting ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • RBC C3 Phase II: Easier Said Than Done

    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted Life Risk-Based Capital Phase II Instructions, ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • Claim Reserve Model – How Actuaries Rely Upon the Claim Data They Receive

    Claim Reserve Model – How Actuaries Rely Upon the Claim Data They Receive Following up on recent articles on claim reserves and retrospective testing, this article examines some data quality and ...

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    • Authors: Bruce Stahl
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Long-term care - Experience Studies & Data; Long-term Care>Long-term care insurance; Modeling & Statistical Methods