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
  • Medicaid Managed Care Underwriting Margin Model

    The is a comprehensive report on the development of an Underwriting Margin Model for Medicaid Managed Care programs, published by the Society of Actuaries. It includes disclosures, methodology, ...

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    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Health & Disability; Pensions & Retirement
  • Searching for Simplicity: Using Behavioral Science to make Life Insurance Product Information Simple and Effective

    This is a research paper titled "Searching for Simplicity: Using Behavioral Science to make Life Insurance Product Information Simple and Effective" published by the Society of Actuaries ...

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Technology & Applications
  • 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
  • Maternal Mortality in the United States: A Literature Review

    The document is a literature review on maternal mortality in the United States, focusing on trends, disparities, measurement issues, data quality, and monitoring systems. It also discusses how ...

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    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability; Public Policy; 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
  • 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