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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  • Survey of Financial Perspectives and Retirement Planning for Solo-Agers

    Survey of Financial Perspectives and Retirement Planning for Solo-Agers This report explores the financial planning, support networks, health concerns, and use of technology among older adults ...

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Pensions & Retirement
  • 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
  • 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
  • Research Executive Committee 2023 Emerging Issues Research

    Research Executive Committee 2023 Emerging Issues Research The Research Executive Committee (REC) of the SOA Research Institute oversees the funding of the Emerging Issues Pool. This key source ...

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    • Authors: Society of Actuaries
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession
  • Health Care Cost Trends Request for Proposals – Recent Changes in Medical Service Composition and Trends

    Health Care Cost Trends Request for Proposals – Recent Changes in Medical Service Composition and Trends The Society of Actuaries (“SOA”) Research Institute is the research arm of the SOA, ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Health & Disability
  • industry-mortality-table-review

    Learn about the industrial practice for constructing the mortality table from 0 to 1 through journeys in Hong Kong and Singapore, including key takeaways. Hear speakers share their biggest ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Modeling & Statistical Methods