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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  • Modeling Assumptions

    Modeling Assumptions This article focuses on one fundamental modeling assumption — the choice of a benchmark rate or risk-free rate. The author looks at this bond market assumption as a case ...

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    • Authors: Catherine Ehrlich
    • Date: Feb 2001
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Risks & Rewards
    • Topics: Economics>Financial markets; Modeling & Statistical Methods
  • BE KIND TO YOUR RETIREMENT DECUMULATION PLAN — GIVE IT A BENCHMARK

    BE KIND TO YOUR RETIREMENT DECUMULATION PLAN — GIVE IT A BENCHMARK Proposes a benchmark consisting of TIPs and deferred income annuities for retirement asset allocation decisions. ;; Inflation; ...

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    • Authors: Daniel Cassidy, Michael Peskin, Laurence Siegel
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • SOA Research in Progress: Interest Rate Swaps Exposed

    SOA Research in Progress: Interest Rate Swaps Exposed Abstract of Research Project on Interest Rate Risk ;; Asset modeling; Financial economics; Interest rate modeling 4294992246 9/18/2012 12:00 ...

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    • Authors: Paul Ferrara
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Risks & Rewards
    • Topics: Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Simulation
  • More Techniques For Better Attributions

    More Techniques For Better Attributions By necessity, attributions of financial processes require approximations. Tools used for approximations include Aumann-Shapley, time step, step-through, ...

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    • Authors: Mark Evans
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Risks & Rewards
    • Topics: Modeling & Statistical Methods>Estimation methods
  • Principle-Based Approach – Still A Work in Process

    Principle-Based Approach – Still A Work in Process This 2008 article discusses the current status of the statutory principle-based approach PBA to reserves and capital, including risk based ...

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    • Authors: Norman E Hill
    • Date: Jun 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Researching Benefit Plans An Interview with Julie Stich

    Researching Benefit Plans An Interview with Julie Stich An interview with the director of research at International Foundation of Employee Benefit Plans hybrid pension plans;retirement plans;DB ...

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    • Authors: Society of Actuaries
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design
  • In Good Company

    In Good Company Ruminations on changing skill sets and professions, with a focus on actuaries and data scientists Alternative careers;Data mining=Big data;Predictive modeling 6442465262 12/1/2015 ...

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    • Authors: Brian Holland
    • Date: Dec 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Actuarial Profession>Professional development
  • Annuity/LTCI Combinations: More to Come

    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity products. Marketing and distribution;Product development; 10559 10/1/2009 12:00:00 AM ...

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    • Authors: Carl Friedrich, Susan Saip
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Long-term Care>Long-term care insurance
  • Monetizing Tax Refunds

    Monetizing Tax Refunds discussion of an insurance product which ensures the payment of an anticipated tax refund, in order to allow the taxpayer to borrow against that refund to meet liquidity ...

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    • Authors: Roy H Reynolds
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Economics>Financial economics
  • Longevity Insurance: Defining your own defined benefit

    Longevity Insurance: Defining your own defined benefit Introduction to longevity insurance, including product design and a market overview Longevity;retirement income;individual annuities;fixed ...

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    • Authors: Harrison Weaver
    • Date: Jun 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Individual annuities; Demography>Longevity