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
  • 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
  • Statistical Methods for Imputing Race and Ethnicity

    This report provides insights into statistical methods for imputing race and ethnicity in the context of insurance industry disparities. It discusses various imputation techniques, performance ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Modeling & Statistical Methods; Social Insurance
  • Actuarial Impact of Mental Health Issues in Retirement - Essay Collection

    The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release three essays addressing the actuarial impact of mental health issues in ...

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    • Date: Mar 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Health & Disability
  • Fostering Innovation: A Guide for the Actuarial Profession

    Fostering Innovation: A Guide for the Actuarial Profession The Society of Actuaries (SOA) sought to investigate methodologies and characteristics associated with actuarial innovation, aiming to ...

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    • Authors: David Bahlinger, Elizabeth D’Amico , Christin Kuretich
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession