Description: The Society of Actuaries (SOA) commissioned Milliman to develop this report to provide health care stakeholders—patients, payers, policymakers and actuaries—with a comprehensive description of DPC as well as an objective actuarial evaluation of certain claims made about the DPC model of care.

Description: This article series highlights the growing impact of climate change on health, property, and financial institutions, emphasizing the need for actuaries and risk analysts to evaluate and adapt their practices to manage evolving climate-related risks.

Description: In May, 2001, the Casualty Actuarial Society (CAS) and the Society of Actuaries (SOA) jointly issued a request for proposals on the research topic “Modeling of Economic Series Coordinated with Interest Rate Scenarios.” The objectives of this request were to develop a research relationship with selected persons to investigate this topic; produce a literature review of work previously done in the area of economic scenario modeling; determine appropriate data sources and methodologies to enhance economic modeling efforts relevant to the actuarial profession; and produce a working model of economic series, coordinated with interest rates, that could be made public and used by actuaries via the CAS / SOA websites to project future economic scenarios. Categories of economic series to be modeled included interest rates, equity price levels, inflation rates, unemployment rates, and real estate price levels.

Description: The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries and LIMRA. It contains information on mortality tables development, data collection, annuity comparisons, and application of tables for public pension plans.

Description: This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, risks, and recommendations.

Description: Decentralized insurance alternatives is a rapidly expanding sector of Decentralized Finance (DeFi), an emerging and growing financial ecosystem powered by blockchain technologies. The purpose of this report is to review and discuss the business models and operating designs of decentralized insurance alternatives, which may have significant implications for traditional insurance businesses, as well as the actuarial profession.

Description: Over a short span of two weeks, the financial system has observed the collapse of two mid-sized U.S. commercial banks, California-based Silicon Valley Bank (“SVB”) and New York-based Signature Bank, and a takeover of troubled Credit Suisse by a rival in Europe. Other banks that serve a similar demographic as SVB, such as First Republic Bank and PacWest Bancorp, have also experienced an elevated level of customer deposit withdrawals while their stock prices plummeted. The U.S. Federal Deposit Insurance Corporation (FDIC) quickly stepped in and guaranteed all deposits from the failed banks to prevent a broader crisis in the banking system. The current turmoil in the financial system is a stark reminder of the importance of effective risk management and regulation.

Description: The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers can use when considering advice options for a company retirement plan. The guide includes information about the nature and timing of decisions, ongoing decisions after retirement, and advice considerations. The guide is intended to be unbiased toward any particular approach or organization’s product. This guide does not provide advice for specific situations and should not be construed as doing so. It is an information tool for considerations related to advice. The guide is not intended to provide legal guidance or recommendations.

Description: This paper investigates the implications of using the Basel II motivated Advanced Measurement Approaches as a method to assess operational risk capital charges for banks and insurance companies with regard to U.S. regulations. The AMA developed in the paper uses actuarial loss models complemented by the extreme value theory to determine the empirical probability distribution function of the aggregated capital charges in the context of various classes of copulas. From Actuarial Research Clearing House, 2006.

Description: The Society of Actuaries (SOA) has partnered with LIMRA and the American Council of Life Insurers (ACLI) to conduct a series of ‘sprint’ surveys on the COVID-19 pandemic and its potential impacts on the insurance industry. Because market conditions greatly impact the value of insurance companies’ assets and liabilities, one of these “sprint” surveys focused on best practices around asset and liability management (ALM). The survey was directed at actuaries, investment managers, and risk managers directly involved in assessing the impact of recent events on ALM. Responses to the survey were collected between August 17-31, 2020. Twenty-six companies responded to the survey.