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  • 2008 Individual Life and Annuity Expense Study – Summary Report

    2008 Individual Life and Annuity Expense Study – Summary Report Summary report for the eighth expense study conducted by the Society of Actuaries' Committee on Life Insurance Company Expenses ...

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    • Authors: Society of Actuaries
    • Date: Apr 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Pension Plan Turnover Database Construction

    Pension Plan Turnover Database Construction Employee termination and retirement rates affect the valuation of employee benefit plans and thus are of concern to actuaries. To provide timely ...

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    • Authors: Edward Frees
    • Date: Jul 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Predictive Analytics in Life and Annuity Reinsurance

    This report examines the adoption and challenges of predictive analytics in life and annuity reinsurance, including current practices, regulatory context, and advanced AI applications.

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    • Date: Jun 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Predictive Analytics; Reinsurance
  • 18th Annual Survey of Emerging Risks

    18th Annual Survey of Emerging Risks This survey tracks the relative rankings of risk managers about emerging risks across time. It is the 18th survey of emerging risks sponsored by the Casualty ...

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    • Date: Feb 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management
  • Mitigating Potential Unwanted Bias in Life and Annuity Insurance Products and Processes: A Collection of Essays

    Award-winning essays on addressing unwanted bias in life and annuity insurance processes.

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Life Insurance; Predictive Analytics
  • Climate, Weather, and Environmental Sources for Actuaries, 2022 Update

    Climate, Weather, and Environmental Sources for Actuaries, 2022 Update This report was developed by the CESRC as an update of one Rob Erhardt prepared in 2016 that compiled a collection of ...

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    • Authors: Robert J Erhardt, Timothy Cheng, Frank Grossman, Sam Gutterman
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Environment
  • Does Enterprise Risk Management Enhance Insurers’ Resilience? Empirical Evidence from the COVID-19 Pandemic Period

    This document is a research study conducted by Derrick FUNG Wing Hong, PhD, FSA, CERA, from The Hang Seng University of Hong Kong, sponsored by The Society of Actuaries Research Institute. It ...

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Financial Reporting & Accounting
  • 2003 to 2013 Individual Life Mortality Experience Presentations

    2003 to 2013 Individual Life Mortality Experience Presentations Several presentations that contain analyses on the SOA’s Individual Life Experience Committee’s 2003 to 2013 Individual Life ...

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    • Authors: Society of Actuaries
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Life Insurance
  • A Predictive Analytics Framework A Reusable Workflow For Experience Analysis

    A Predictive Analytics Framework A Reusable Workflow For Experience Analysis This report is a technical paper on a Predictive Analytics Framework and Reusable Workflow for Experience Analysis in ...

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    • Authors: Society of Actuaries
    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Modeling & Statistical Methods; Predictive Analytics
  • 2017 Commissioner’s Standard Ordinary (CSO) Tables

    2017 Commissioner’s Standard Ordinary (CSO) Tables Excel-based tables for 2017 CSO mortality rates. Life Insurance;Mortality Assumption;Statutory Reserves;Nonforfeiture Benefits 6442470865 9/9/ ...

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    • Authors: Society of Actuaries
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits