Description: A collection of essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers, and other stakeholders.

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: Provides a listing of the various papers, with links to the complete paper, discussant comments and some abstracts, for the topics covered for the Housing in Retirement Monograph.

Description: 2017 Enterprise Risk Management Symposium

Description: This paper explores areas where fuzzy logic models may be applied to improve risk assessment and risk decision-making. It discusses the methodology, framework and process of using fuzzy logic systems for risk management. With the help of practical examples, it is hoped that it will encourage wise application of fuzzy logic models to risk modeling.

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.

Description: The PBITT working group issued a survey that gathered the range of assumptions actuaries use in pricing, reserving, and risk management of UL with Secondary Guarantees. The result of the survey can be accessed using the link to the right.

Description: Research project that reviewed and inventoried the range of quality and efficiency measures currently available.

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.