Description: The Society of Actuaries’ Social Insurance and Public Finance Section is pleased to make available the results of a research project that has developed prototype reports intended to provide useful information to a variety of stakeholders on the financial health and prospects of state and municipal plans. The material includes prototype reports on two example state pension systems. The prototype reports include a narrative portion and a dashboard that provides quantitative indicators and a summary of the structure of benefits and actuarial assumptions. The material was authored by George (Sandy) Mackenzie.

Description: Web page for posting this study on the financial reporting effect of the international accounting proposals on U.S contracts.

Description: This paper is intended to be a resource for actuaries and other professionals interested in learning more about longevity risk. It summarizes the results of the literature review by discussing observed trends and outlook on mortality, development of retirement markets, ways to mitigate risk, summary of products with risk exposure and quantification and management of the risk.

Description: This web site provides an introduction to a report that examines approaches to operational risk management and considerations for establishing formal operational risk programs. A link is provided to the report which is entitled 'A New Approach for Managing Operational Risk.'

Description: This report identifies and reviews relevant literature with respect to the valuation of private placement debt [PPD] and real estate, develops a case study examining the effectiveness of an actuarial valuation methods for PPD, and proposes guidelines regarding the valuation of illiquid assets.

Description: 2009 Risks and Process of Retirement Survey Report of Findings

Description: A web page introducing a research report exploring functional and cognitive trends among assisted living facility residents.

Description: The Committee on Finance Research is pleased to make available a research report summarizing the results of a survey exploring market risk practices at insurance companies.

Description: View the Archive Spring 2017: Retirement Plan Investment and Risk Management Exam.

Description: View the Fall 2020 Archive Syllabi: Retirement Plan Investment and Risk Management Exam.