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  • The Impact of Climate Change Risk on Retirement

    This document explores how climate change impacts retirement planning, investments, housing, and health across policy and economic dimensions through essays and funded research.

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    • Date: Oct 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy; Public Policy
  • Medicaid Managed Care Underwriting Margin Model

    Medicaid Managed Care Underwriting Margin Model Guidance and a model for actuaries to use when performing their professional services related to Medicaid (Title XIX) and Children’s Health ...

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    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Economics; Experience Studies & Data; Health & Disability; Modeling & Statistical Methods; Public Policy
  • 2022-deal-no-deal-prof-nonnegotiable

    Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other professions as an actuary when you attend this webcast. Cross-functional positions can cause ...

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    • Authors: Michael Prendes, Nickolas Ortner
    • Date: Jul 2023
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Health & Disability; Life Insurance; Public Policy; FinTech & InsurTech
  • 2022-biologic-drugs

    Develop a better understanding of specialty drug trends and their increasing healthcare costs for more than the past decade by attending this webcast. With the introduction of price competition, ...

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    • Authors: Tony Pistilli, Greg Warren
    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Health & Disability; Public Policy
  • 2024-medicaid-managed-care-boot-camp

    The instructors in this boot camp session will highlight the SOA's work on an updated Medicaid underwriting margin model. This research project includes an excel model, a set of instructions and ...

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    • Authors: Mardo Atoyan, Thomas Donlon, Grant Porter
    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Economics; Health & Disability; Modeling & Statistical Methods; Public Policy; Social Insurance
  • Session 5: The Construction Process of C-ROSS Phase II in China

    Session 5: The Construction Process of C-ROSS Phase II in China In September 2017, the China Insurance Regulatory Commission (CIRC) issued the “C-ROSS Phase II project construction plan”, planned ...

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    • Authors: Jiachun Wang
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Experience Studies & Data; Public Policy; Technology & Applications
  • integrate-care-acute-ltc-needs

    Attendees will see how care coordination and navigation may improve outcomes when integrating across acute and long-term care needs within Medicare and Long-Term Care Insurance products.

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    • Authors: Maureen Lillis, Rhett Wieland, Anne Winter, Steven Schoonveld
    • Date: Oct 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Health & Disability; Long-term Care; Public Policy; Social Insurance
  • reinsurance-asia-hot-topics

    Explore various aspects of the Asian reinsurance market in this webcast. Learn about the landscape within the market as speakers cover key topics like product perspectives, structured solutions ...

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    • Authors: Yiru (Eve) Sun, Pierre Vende, Yan Sun, Reid Shalvoy
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Finance & Investments; Global Perspectives; Life Insurance; Public Policy; Reinsurance
  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy; Public Policy