Description: This report is prepared to provide a comprehensive overview of the professional financial advice industry including the strengths and weaknesses of currently available approaches to providing (and receiving) financial advice, particularly as part of an employer-sponsored employee benefit. Financial advice is broadly defined to include traditional methods as well as alternative methods to providing personalized guidance. This report is also designed to provide guidance for retirement plan sponsors in making decisions regarding the role, scope, and delivery models of financial advice to plan participants. As appropriate, the report differentiates between investment advice, which includes investment management and asset accumulation decisions, and retirement advice, which includes retirement preparation, security, and planning decisions, and is built upon a thorough understanding of an individual’s personal values and goals. Rather than provide an actionable list for plan sponsors to implement, this report is designed to raise awareness of the issues that are worth considering.

Description: The objective of this report is to provide benchmarking information that will help companies address the needs of internal stakeholders in cost-effectively conducting and implementing an ORSA process. In order to obtain this benchmarking information, a cross-disciplinary survey was conducted to find out what insurance companies understand and expect from an ORSA, the effort required to complete an ORSA, and the benefits from doing so. This survey was undertaken on a global basis, with participants that included life, property and casualty (P&C), often referred to as "non-life" or "general" insurers in territories such as Europe, and health insurance companies in North America (the United States and Canada), Europe, and Asia.

Description: This is a nested stochastic modeling survey for insurance companies research report that was sponsored by the Financial Reporting and Modeling Sections and Committee on Life Insurance Research. Stochastic modeling is commonly used by financial reporting actuaries whenever financial reporting procedures such as reserving and capital requirement calculation, are performed under various economic scenarios, which are stochastically determined

Description: Analysis of U.S. multiemployer pension plan system contributions and their funding progress over 2009-2013.

Description: This SOA report provides an overview and analysis of the mortality models, theories and trends contained in the papers presented at the past four international Living to 100 symposia.

Description: Results of the PBITT Working Group annual VA survey.

Description: A research paper that outlines a seamless method of deriving assumptions for modern reserving and solvency capital requirements from a company’s own data.

Description: First of two research papers introduces and explores results of two metrics of financial stress among U.S. multiemployer pension plans.

Description: The SOA released a report titled Massachusetts Health Insurance Reform, which looks at the impact on insurance markets, pricing and profitability.

Description: This paper provides an overview of deductible ratemaking , and the pros and cons of various approaches under different parametric models are compared.