Description: How might retirement income strategies be designed, and their suitability assessed, when retirees may differ substantially in their objectives, preferences and personal circumstances? This webcast provides a wide-ranging overview of the key elements involved in formulating retirement strategies, drawing on the “Primer on Retirement Income Strategy Design and Evaluation” that was recently released by the SOA. It will cover three types of income objective – income floor, income target and income optimization – and how they imply different retirement strategies along with a different set of metrics to evaluate outcomes. It will also touch on: key member attributes to account for; the nature of income risk; approaches to investing and drawing down on available assets to generate income; and how stochastic modelling can support the analysis. This webcast should deliver something of interest for all attendees, regardless of prior familiarity with strategies for retirement.

Description: The SOA is seeking proposals to study how recent U.S. obesity trends—especially the use of anti-obesity medications—may impact future mortality across demographics for actuarial applications

Description: Impact of Family Structure on Aspects of Retirement

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: 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: This report examines the impact of the COVID-19 pandemic on mental illness and the impact of mental illness on mortality and longevity in the U.S.

Description: The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.

Description: LIMRA, Reinsurance Group of America (RGA), the Society of Actuaries (SOA) Research Institute, and TAI have collaborated on an ongoing effort to analyze the impact of COVID-19 on the individual life insurance industry’s mortality experience and share the emerging results with the insurance industry and the public.

Description: Studying for the Fundamentals of Actuarial Mathematics (FAM) Exam includes reviewing the syllabus and other supplemental materials.

Description: 2023 Generally Recognized Expense Table (GRET) recommendations.