Description: The Society of Actuaries (“SOA”) Research Institute is the research arm of the SOA, providing objective, data-driven research that brings together tried and true practices and future-focused approaches to address societal challenges and business needs. The Institute provides trusted knowledge, extensive experience and new technologies to help effectively identify, predict and manage risks.

Description: Seeking proposals to study PBR implementation and its regulatory, operational, and financial impact across the life insurance and annuity industry.

Description: Seeking researchers to analyze long-term risk trends via survey data and develop engaging report formats for broad audiences.

Description: SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study.

Description: Examines complex structured assets used by life and annuity insurers, including structures, risks, performance in crises, and implications for capital and asset-liability management.

Description: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: The use of Risk Adjustment in Medicare Advantage (MA) has come under scrutiny due in part to a higher rate of increase of costs of its participating Health plans relative to traditional Medicare despite statutory requirements that reimbursement for these two programs must be actuarially equivalent.

Description: This report covers the latest emerging trends in U.S. population mortality. The SOA relied upon data furnished by the Centers for Disease Control and Prevention (CDC). Observations are based on the CDC’s recent release of 2021 mortality experience, along with prior mortality experience data from 1999 through 2020.

Description: The Mortality Improvement Life Working Group released a recommendation for a set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic table for AG-38 purposes.

Description: This suite of projects analyze four decades of U.S. mortality disparities across socioeconomic groups, providing data-driven insights using life tables and demographic techniques.