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  • Medicaid Managed Care Organizations: Considerations in Calculating Margin in Rate Setting

    Medicaid Managed Care Organizations: Considerations in Calculating Margin in Rate Setting This SOA report describes the components of margin for calculating capitation rates in a Medicaid context ...

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    • Authors: Society of Actuaries
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability>Health care
  • The Financial Impact of Student Debt on Working and Retired Americans

    The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential ...

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    • Authors: Society of Actuaries
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Interactions of Health Care Rating Factors with Race, Ethnicity and Socioeconomic Factors

    Interactions of Health Care Rating Factors with Race, Ethnicity and Socioeconomic Factors A study of whether tobacco, area and industry rating in one state may be reflecting unintended factors ...

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    • Authors: Society of Actuaries
    • Date: Jul 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability
  • Climate Risk Analysis for Life and Health Insurance Companies

    Climate Risk Analysis for Life and Health Insurance Companies On March 31, 2022, the SOA Research Institute assembled an expert panel to discuss key considerations related to climate risk ...

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    • Authors: Didier Serre
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Environment
  • 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
  • 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
  • AI Risk Management Frameworks: An Expert Panel Discussion

    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 ...

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

    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 ...

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

    Modeling and Forecasting Premature Cardiovascular Mortality This project models and forecasts premature cardiovascular mortality, with a focus on two main risk factors - obesity status and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Health & Disability; Modeling & Statistical Methods
  • 2020 Excess Deaths in the U.S. General Population by Age and Sex (Updated May 2021)

    2020 Excess Deaths in the U.S. General Population by Age and Sex (Updated May 2021) This document describes an effort to measure the deaths in the US population relative to pre-pandemic ...

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    • Authors: Society of Actuaries
    • Date: Feb 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance