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  • Health Care Cost Trends Request for Proposals – Recent Changes in Medical Service Composition and Trends

    Health Care Cost Trends Request for Proposals – Recent Changes in Medical Service Composition and Trends The Society of Actuaries (“SOA”) Research Institute is the research arm of the SOA, ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Health & Disability

  • Survey of Financial Perspectives and Retirement Planning for Solo-Agers

    Survey of Financial Perspectives and Retirement Planning for Solo-Agers This report explores the financial planning, support networks, health concerns, and use of technology among older adults ...

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Pensions & Retirement

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025

    This report details the 2025 HMI and FMI scale recommendations for individual life insurance mortality valuation under AG38 and VM20 using insured population data.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Modeling & Statistical Methods; Public Policy

  • 2013 Risks and Process of Retirement Survey

    A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy
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