Description: Web page introducing a study sponsored by the SOA Health Section of nine papers that look at frequently used methodologies of measuring outcomes of health intervention programs.

Description: Z-factor analysis under a principles-based approach for U.S. life insurance products. Under PBA, the Z-Factor is a measure of margin in excess of the best estimate assumptions embedded in the statutory reserves of a life insurance product or block of business. Specifically, our assignment was to explore the applicability of the Z-Factor calculation when considering the risk margins and minimum required capital under PBA.

Description: 2009-2023 Term Conversion Incidence and Post-Conversion Mortality & Lapse Experience Study

Description: The purpose of this paper is to examine the underlying issues of replacement rates for the benefit of retirement security stakeholders, particularly public policy makers, pension plan sponsors, advisors, financial product providers, and individuals planning for retirement. Additionally, guidance is provided on building replacement rate measures. From the Society of Actuaries - 2011.

Description: The Society of Actuaries’ Pension Section is pleased to make available an update to the research report exhibiting assumptions and methods used to prepare actuarial valuations for retirement plans in the U.S. and Canada. The report was authored by Timothy Leier of TRL Consulting, LLC.

Description: This research report examines the potential implications of the risk mitigation programs – risk adjustment, reinsurance, and risk corridors – established under The Patient Protection and Affordable Care Act.

Description: When SOA members retire, they may have questions about Continuing Professional Development (CPD) or certification. Find answers to common questions here.

Description: Learn how to obtain Enrolled Actuary (EA) Credit for professional development opportunities.

Description: Navigate complexities of retirement financing considering longevity's impact. Use these tools to help differentiate longevity from life expectancy and avoid outliving financial resources.

Description: This is the website page for the Economic Scenario Generators. The American Academy of Actuaries and the Society of Actuaries have joined resources to manage the economic scenario generators used in regulatory reserve and capital calculations. Please refer to this website for access to the Excel Workbook tool that is the generator as well as the description of the development of the generator and the directions for using the generator.