Description: This article briefly summarizes the history of the Passive Foreign Investment Company (PFIC) tax regime. Then it provides a detailed description of the PFIC proposed regulations issued in July of 2019.

Description: The October/November 2013 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be moved to PBR. Oliver Wyman recently completed its 2019 PBR survey, with more than 40 participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five reinsurers. This article will expand on the key survey findings, including implementation trends, analysis to date, model robustness and common simplifications.

Description: This edition focuses on three reports from the Society of Actuaries Research Institute by Anna Rappaport, along with comments from various contributors and responses to these comments by Anna. The reports and accompanying discussions highlight key findings on the post-retirement period and post-retirement risks.

Description: A article summarizing the SOA 2024 Regional Symposium in Riyadh

Description: A preview of the details and content of the new Certificate in Climate Risk to be offered by the SOA beginning in early 2023.

Description: News release announcing the winners of the 2025 Student Research Case Study Challenge

Description: On February 15, 2022, the Association Forum Health Care Collaborative, a collection of metropolitan Chicago based Healthcare associations, held its winter event. This virtual gathering featured two sessions titled: “Healthcare Policy Perspective” and “Megatrends and Tipping Points that will Define Success in the "New Normal".

Description: This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, risks, and recommendations.

Description: This report captures expert insights from a March 2025 roundtable on how generative AI is shaping actuarial work and insurance industry practices.