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

Description: This report is the fifth in a series of studies conducted jointly by LIMRA and the SOA Long-Term Care Experience Committee. The report presents results for industry long-term care insurance (LTCI) persistency. Persistency is examined based on eighteen participating companies reporting lapse, mortality, and total termination activity for calendar years 2000 through 2016. The report and a supplemental Tableau database with several dashboard views can be accessed in the Materials section.

Description: 1991-1995 individual life experience studies' table.

Description: The purpose of the study was to provide quantitative information illustrating the impact of reflecting mortality improvement using a 'Generational Approach' in the actuarial valuations of defined benefit pension plans.

Description: This report examines the adoption and challenges of predictive analytics in life and annuity reinsurance, including current practices, regulatory context, and advanced AI applications.

Description: Award-winning essays on addressing unwanted bias in life and annuity insurance processes.

Description: This report was developed by the CESRC as an update of one Rob Erhardt prepared in 2016 that compiled a collection of sources that deal with what scientists know and what actuaries could do. Sources have been chosen with practicing actuaries and the public in mind. In the original report, nearly all governmental sources come from the United States. In the update an attempt was made to include sources from actuarial bodies and regulators worldwide. Please let us know if you have a source we did not include as it is anticipated that the SOA will continue to update a list of sources for these topics in the future.

Description: Report to give actuaries practical information and guidance on LTD claim credibility for case level pricing and underwriting. Stage 2 of the GLTD Credibility Study, this analysis was expanded using the industry data gathered during Stage 1.

Description: The Society of Actuaries Individual Disability Experience Committee has completed their study of claim termination experience for the period 2006-2014 comparing trends to the 2013 IDI Valuation Table (2013 IDIVT) base termination rates. Included is the report, pivot table, and data file.

Description: The SOA conducted a study of uninsured pension plan mortality in response to The Retirement Protection Act of 1994 and to ensure that the Treasury Department would have current and thorough information available when it considers updating the mandatory mortality table to be used when when calculating Current Liabilities for pension plans. The purpose of this report is to provide actuaries with all of the significant findings of the study along with a full explanation of when and how these should be used in reviewing or setting mortality rates for specific plans.