Description: 2017 Enterprise Risk Management Symposium

Description: The Future of Pension Plan Funding and Disclosure Monograph at the The Future of Pension Plan Funding and Disclosure Symposium held on July 14–15, 2005, Washington, DC

Description: This web page contains a link to a supplement to the RP–2000 Mortality Tables Report. This supplement provides tables with mortality rates adjusted by the blue collar, white collar, small amount, medium amount and large amount adjustment factors provided in the original report. Users of these tables should read the original report [a link is provided] to best understand the derivation and proper use of the collar, and amount, adjusted tables. If you have downloaded the RP–2000 Mortality Tables Report between August 2000 and May 2, 2001 you will need to download the additional pages. This pdf file [a link is provided] contains revised pages for the RP–2000 Mortality Tables Report dated July 2000. These revised and additional pages provide comparisons of annuities calculated using both the RP–2000 Combined Healthy table and the RP–2000 split Employee and Healthy Annuitant tables. The original pages only had values related to the Combined Healthy table.

Description: In January 1998, the NAIC Life and Health Actuarial [Technical] Task Force asked the Society of Actuaries to address disability reserving issues. As a result of this request, the Society created the Task Force to Recommend Statutory Morbidity Standards for Individual and Group Disability Benefits. The task force, in turn, established two subcommittees, one to deal with individual issues and one to deal with group issues. This report, from the Society of Actuaries [SOA] ‘Experience Studies – Individual Disability,’ contains the recommendations of the Individual Subcommittee to the NAIC for an interim update to the 1985 CIDA Table for Individual Disability Claim Reserves.

Description: This report, from the Society of Actuaries [SOA] ‘Experience Studies – Individual Annuities,’ examines the persistency of deferred annuities on a contract anniversary basis. The study was designed to analyze the surrender activity of deferred annuities by selected product, customer, and distribution characteristics. Another purpose of the analysis is to quantify, through modeling procedures, the relationship between surrender activity and variables associated with surrender. Quantifying this relationship is useful in product design, valuation, investment management, evaluation of market performance, and corporate planning.

Description: In 2005, the NAIC Life and Health Actuarial Task Force asked the actuarial professional bodies to develop mortality tables to better reflect actual mortality for reserving. The Preferred Mortality team made a presentation at the March 2008 LHATF meeting about the margins that should be used in developing the Valuation Tables. This paper and accompanying spreadsheet is intended to provide the information requested at that meeting.

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of a survey on foreign travel underwriting practices of reinsurance companies, prepared by the SOA Committee on Life Insurance Mortality and Underwriting Surveys - Foreign Travel [Reinsurance] Survey Subcommittee.

Description: This experience study, from the Society of Actuaries [SOA] ‘Experience Studies – Individual Life,’ was conducted by the SOA’s Committee on Life Insurance Company Expenses [CLICE]. CLICE has developed and conducted inter-company expense experience studies annually since 2001. This report documents the results of the Committee’s fifth expense study.

Description: Link to the Report of the Society of Actuaries Simplified Issue [SI] Survey Committee, which summarizes a survey on simplified issue SI products written in the U.S.

Description: This is a series of 11 issue briefs written in everyday language that tackle a variety of retirement decisions with practical considerations and advice. Topics include where to live in retirement, estate planning, finding trustworthy advice, asset allocation, health insurance during retirement, special risks for women and when to retire.