Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Federated Learning for Insurance Companies

    This report discusses the use of federated learning in the insurance industry and explores the benefits and challenges of this approach.

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: General Insurance (Property & Casualty); Technology & Applications; FinTech & InsurTech
  • Behavioral Economics and Individual Discounting Observed Behaviors in Deferred Retirement Option Plans

    Behavioral Economics and Individual Discounting Observed Behaviors in Deferred Retirement Option Plans Learn more about improving the modelling of individual decisions. This paper explains the ...

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    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics; Economics>Behavioral economics
  • Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3

    Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3 The Society of Actuaries (SOA) Research Institute revisits COVID-19's impact on future U.S.

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    • Authors: Society of Actuaries, Ronora Stryker
    • Date: Feb 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Demography; Health & Disability
  • Socioeconomic and Demographic Covariate Data for Mortality Research - A Curated Dataset with Consistent, Multi-Source Integration

    This report provides a validated, structured dataset of demographic and socioeconomic variables to support mortality heterogeneity research across geographies and population groups.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Social Insurance
  • Incorporating Climate Change into Actuarial Practice: SOA Article Series

    This article series highlights the growing impact of climate change on health, property, and financial institutions, emphasizing the need for actuaries and risk analysts to evaluate and adapt ...

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    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Finance & Investments
  • 2009-2023 Term Conversion Incidence and Post-Conversion Mortality and Lapse Experience Study Data Request

    2009-2023 Term Conversion Incidence and Post-Conversion Mortality and Lapse Experience Study Data Request This is a request for data contributions for a study on term conversion incidence and ...

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    • Date: Jul 2024
    • Competency: Communication
    • Topics: Actuarial Profession; Experience Studies & Data; Financial Reporting & Accounting
  • Pub-2016 Public Retirement Plans Mortality Tables

    The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries and LIMRA.

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    • Date: May 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Finance & Investments; Pensions & Retirement
  • Artificial Intelligence in Investment and Retirement

    This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, risks, and recommendations.

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Predictive Analytics; Technology & Applications
  • Survey of Emerging Risks - India Market Key Findings

    Discover the latest insights on emerging risks in the Indian market with our comprehensive survey report. Uncover key findings on financial volatility, disruptive technology, and climate change, ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Global Perspectives; Technology & Applications
  • Generative AI – A Roundtable Peer Discussion

    This report captures expert insights from a March 2025 roundtable on how generative AI is shaping actuarial work and insurance industry practices.

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    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Technology & Applications; FinTech & InsurTech