Description: In this, the second step, Sibson engaged the vendor and actuarial communities to solicit input on the actuarial model for determining the impact of various environmental, lifestyle and behavioral risk factors. The goal was to understand the extent to which actuaries currently use models around wellness, refine the above conceptual model, and better understand the potential uses of, and value to, the actuarial and vendor communities that would use such a model. We sought to understand the potential applications and sources of data for the actuarial model. We gathered input on how the model would best suit the professional needs and help shape the future role of the actuary. Lastly, we gathered feedback on the above conceptual model.

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: Using the Delphi method, this study explores the opinions of various Long-Term Care experts and stakeholders on a wide range of LTC financing issues and potential solutions.

Description: This research report analyzes the risk associated with the use of models through the potential for model error.

Description: 2015 Risks and Process of Retirement Survey – Key Findings and Issues

Description: This paper discusses some key challenges of embedding guarantees in DC plans, including setting an appropriate guarantee level, designing effective cost funding and risk management strategies, and fair treatment of plan participants with different investment strategies.

Description: This report presents a framework that could be used by employers and employees to assess defined contribution retirement plan benefits.

Description: The SOA’s Committee on Life Insurance Company Expenses (CLICE) has submitted its recommendation for the 2017 Generally Recognized Expense Table (GRET)

Description: This white paper discusses the select research conducted by behavioral economists and other researchers on the increased individual involvement in planning for retirement within the context of a workplace retirement plan.