Description: Notice of Intent to Submit Data to 2010 Individual Life and Annuity Expense Study.

Description: Employee termination and retirement rates affect the valuation of employee benefit plans and thus are of concern to actuaries. To provide timely experience for the profession, the Society of Actuaries Pension Plan Turnover and Retirement Rates Committee organized a data collection effort. Thirty-two contributors provided almost 1.8 million life years of pension plan turnover data for years 1994-2000. This report documents the data assembly and verification procedures used in collecting the data.

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

Description: This report was developed by the CESRC as an update of one Rob Erhardt prepared in 2016 that compiled a collection of sources that deal with what scientists know and what actuaries could do. Sources have been chosen with practicing actuaries and the public in mind. In the original report, nearly all governmental sources come from the United States. In the update an attempt was made to include sources from actuarial bodies and regulators worldwide. Please let us know if you have a source we did not include as it is anticipated that the SOA will continue to update a list of sources for these topics in the future.

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

Description: 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 Actuarial Society (CAS), Society of Actuaries (SOA) and Canadian Institute of Actuaries (CIA), administered by the Joint Risk Management Section.

Description: 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 investigates the impact of COVID-19 on insurers and the relationship between Enterprise Risk Management (ERM) sophistication and insurers' resilience.

Description: Several presentations that contain analyses on the SOA’s Individual Life Experience Committee’s 2003 to 2013 Individual Life Mortality Experience Data are available below. The final 2003 to 2013 Individual Life Mortality Experience Report and data will be published later this year.

Description: This report is a technical paper on a Predictive Analytics Framework and Reusable Workflow for Experience Analysis in actuarial studies. It covers data analysis, machine learning models, methodologies, and model interpretation techniques.