Description: The purpose of this project was to create a tool that would allow actuaries to derive an understanding of the evidence for medical technologies that are provided through health plans.

Description: The Society of Actuaries (“SOA”) Health Section engaged Milliman, Inc. to conduct a study of group long-term disability (“LTD”) benefit offsets, which Milliman first performed for the SOA in 2008 and reported in July 2009. As with the earlier study, the 2012 Study investigates the percentages of LTD claimants who are receiving disability benefits from sources that offset their LTD benefits, the level of these offset benefits relative to pre-disability earned income and how they are affected by the duration of disablement, age at disablement, gender, industry, state of residence and medical conditions causing the disability. In addition, the 2012 Study investigates the distribution of Social Security approval dates by duration of disablement.

Description: This report aims to help actuaries and other interested parties to define the relative differences in managing risks between the insurance and banking industries. This report guides actuaries and others about change risk management practices to prevent future financial failures. The paper seeks to examine what factors account for the differences in the United States, compared with Canada about the underlying causes and effects of the most recent crisis with financial institutions.

Description: In summary, the goal of this report is to foster better industry-wide education, training and practice that decreases the future range and scope of what leading risk management professionals will henceforth label as being unpredictable as events now commonly thought to be so.

Description: The material contained herein does not represent an official position, statement, or endorsement on behalf of the Society of Actuaries or its members, nor should the material be construed to do so. This work is the product of a research effort commissioned by the Society of Actuaries to add to the library of resource tools and further knowledge in this area.

Description: This paper evaluates a number of hybrid pension plans, including hybrid plans used to provide social security benefits in some countries. The paper provides an overview of types of hybrid plans provided around the world.

Description: The study demonstrates that both the autoregressive integrated moving average (ARIMA) and autoregressive integrated moving average with exogenous variables (ARIMAX) methodologies have the ability to produce accurate four-quarter forecasts.

Description: Pension Risk Transfer - Evaluating Impact and Barriers for De-Risking Strategies

Description: For actuaries, the greatest barrier to advancement into the highest levels of insurance and consulting organizations is the lack of strong leadership and management skills. Studies show that while professionals typically take on management responsibilities within 10 years after starting their careers, they may not receive any formal training for 5-10 years after that. This puts them at a great disadvantage in managing their teams, in the short run, and becoming high-level leaders, in the long run.

Description: This video summarizes findings from a 2025 SOA Research Institute survey of 750 Taiwanese consumers on retirement readiness, focusing on income sources and financial awareness among an aging population. It is presented by Dale Hall, Managing Director at the Society of Actuaries Research Institute.