Description: The SOA Research Institute’s Aging and Retirement Strategic Research Program and Canadian Institute of Actuaries are pleased to make available the first of two reports that look at Benefit at Risk (BaR) in lifetime pension pools.

Description: This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute and LIMRA for the years 2021-2022. It includes detailed analyses on withdrawals, surrender rates, contract values, distribution channels, and more.

Description: Updated longitudinal study of metrics for measuring contribution adequacy at paying down unfunded liabilities in corporate DB pension plans in the U.S.

Description: This study explores whether public pension plans have contributed enough to reduce unfunded liabilities, absent other influences such as investment returns.

Description: This research report introduces Delta Boosting as a new member of the boosting family.

Description: This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM practices, and guidance for applying ALM questions to real-world situations.

Description: This report investigates how mental health diagnoses and social determinants influence life insurance underwriting and mortality risk.

Description: The digital revolution has transformed the insurance sector, introducing new technologies and innovative players. Traditional insurers face challenges from Big Tech and insurtech startups, prompting them to adapt or innovate. This study presents a framework to analyze market dynamics and potential partnerships, helping insurers identify competitive advantages and future paths in a digital era.

Description: A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

Description: Broaden your understanding of how long-term care (LTC) is provided and brainstorm with other actuaries on ways to help society fund future LTC solutions. How we fund and provide LTC for our loved ones has changed over time and will evolve still by the time we retire. In this session we will explore the variety of ways that we fund LTC services: out of pocket and with informal care, Medicaid, lifeplan communities (Continuing Care Retirement Communities and and the Continuing Care at Home model), private LTC insurance and more. You will leave the session appreciating that providing long-term care is a key feature of our aging society and understand the variety of ways that we fund LTC today and may in the future.