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  • Keeping Retirement Plans Secure in an Insecure World

    The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with ...

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    • Authors: Eric Sondergeld, Alison Salka
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 - 2022

    Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 - 2022 The Mortality Improvement subgroup of the American Academy of Actuaries’ Work Group and the Society of ...

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    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Experience Studies & Data; Life Insurance; Modeling & Statistical Methods

  • AI Risk Management Frameworks: An Expert Panel Discussion

    The SOA’s Artificial Intelligence Working Group explored the role of AI in actuarial practice, focusing on risk management, regulatory compliance, and ethical considerations. The discussion ...

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    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Enterprise Risk Management; Technology & Applications

  • Climate-Induced Migration Patterns and Property Insurance

    This report examines the influence of climate-induced migration on U.S. state-level population shifts and property insurance market responses, including rate setting, regulation, and insurer ...

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    • Authors: Chia-Chun Chiang , Greg Niehaus
    • Date: Jun 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Public Policy; Environment

  • Retirement Risk Survey Series

    The document is a report summarizing key findings from the 2024 Retirement Risk Survey conducted by the Society of Actuaries Research Institute and Deloitte Consulting LLP. It focuses on the ...

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    • Date: Jul 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Pensions & Retirement; Social Insurance

  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2018 Survey Results

    Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2018 Survey Results Results of the PBITT Working Group annual Variable Annuity Survey.

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    • Authors: Society of Actuaries
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities

  • Ethical Use of Artificial Intelligence for Actuaries

    Ethical Use of Artificial Intelligence for Actuaries The scope of this paper is to provide a technical overview of the tools and disciplines currently in AI as well as the forces at work that ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Actuarial Profession; Technology & Applications

  • Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP

    Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP This report examines the mortality of Canadian pensioners subdivided by pension level, using data from the Canada ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Demography>Mortality - Demography; Pensions & Retirement

  • Population Mortality Observations - Preview of 2017 Experience

    Population Mortality Observations - Preview of 2017 Experience This report reviews estimates of 2017 U.S. population mortality experience from the National Center for Health Statistics’ National ...

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    • Authors: Society of Actuaries
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Mortality - Demography; Demography>Population data; Experience Studies & Data>Mortality

  • Annuity Market Pricing Approaches

    Annuity Market Pricing Approaches This report compares the CIA pricing method for estimating group annuity closeout pricing to methods used in the US. assumptions;model validation;group annuity ...

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    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
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