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  • 2023 GRET Recommendation

    2023 GRET Recommendation 2023 Generally Recognized Expense Table (GRET) recommendations. The SOA’s Committee on Life Insurance Company Expenses (CLICE) has submitted its recommendation for the ...

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    • Authors: Society of Actuaries
    • Date: Aug 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
  • Medicaid Managed Care Underwriting Margin Model

    Medicaid Managed Care Underwriting Margin Model Guidance and a model for actuaries to use when performing their professional services related to Medicaid (Title XIX) and Children’s Health ...

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    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Economics; Experience Studies & Data; Health & Disability; Modeling & Statistical Methods; Public Policy
  • U.S. Historical Population Mortality Rates 2000-2020

    U.S. Historical Population Mortality Rates 2000-2020 The Society of Actuaries (SOA) is pleased to present historical U.S. population mortality rates by gender and single year of age for calendar ...

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    • Date: Jul 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Experience Studies & Data; Health & Disability
  • Generative AI – A Roundtable Discussion – October 2023 Update

    Generative AI – A Roundtable Discussion – October 2023 Update On October 7, 2023, the SOA Research Institute assembled an industry expert panel to discuss current issues in GenAI. The group was ...

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    • Date: Nov 2023
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Predictive Analytics; Technology & Applications
  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025

    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 ...

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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

    2013 Risks and Process of Retirement Survey A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80. December 2013 Author Mathew Greenwald ...

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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
  • Resources for ALM Practitioners: What Questions Should You Ask?

    Resources for ALM Practitioners: What Questions Should You Ask? This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting
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