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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  • U.S. Historical Population Mortality Rates 2000-2020

    U.S. Historical Population Mortality Rates 2000-2020 The Society of Actuaries (SOA) is pleased to present historical U.S. population mortality rates by gender and single year of age for calendar ...

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    • Date: Jul 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Experience Studies & Data; Health & Disability
  • Unhealthy Longevity in the United States

    Unhealthy Longevity in the United States The SOA Research Institute’s Mortality and Longevity Strategic Research Program is pleased to make available a research report that quantifies differences ...

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    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • U.S. Individual Life Mortality Quintile Analysis

    U.S. Individual Life Mortality Quintile Analysis This study quantifies the range of intercompany variability in mortality. Mean actual-to-expected (A/E) ratios based on amount were calculated in ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • The Impact of Diagnosis on Individual DI Recovery and Mortality Rates from 2006 through 2014 – Phase 1

    The Impact of Diagnosis on Individual DI Recovery and Mortality Rates from 2006 through 2014 – Phase 1 This report is a study. It discusses the objectives, scope, methodology, and limitations of ...

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    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Experience Studies & Data; Health & Disability
  • 2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study

    2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute ...

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    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
  • 2023-2024 Fixed-Rate Deferred Surrender Data Request

    2023-2024 Fixed-Rate Deferred Surrender Data Request This is a request for surrender experience data for fixed-rate deferred annuities for the years 2023-2024 from the SOA Research Institute and ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
  • 2024-actuarial-professionalism-technologies

    How do Professionalism and the Actuarial Standards of Practice apply as the way we work and tools we use continue to change? Business is conducted via social media and messaging and Generative AI ...

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    • Authors: Ka Hei Choi, Scott Chow, Yi Yi Huang
    • Date: Aug 2024
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Experience Studies & Data; Technology & Applications
  • Session 5: The Construction Process of C-ROSS Phase II in China

    Session 5: The Construction Process of C-ROSS Phase II in China In September 2017, the China Insurance Regulatory Commission (CIRC) issued the “C-ROSS Phase II project construction plan”, planned ...

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    • Authors: Jiachun Wang
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Experience Studies & Data; Public Policy; Technology & Applications
  • U.S. Multiemployer Pension Plan Stress Metrics

    U.S. Multiemployer Pension Plan Stress Metrics An analysis of financial stress experienced by multiemployer pension plans across the period from 1999 to 2015, using plan metrics calculated from ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Experience Studies & Data
  • US Population Mortality Observations - Updated with 2018 Experience

    US Population Mortality Observations - Updated with 2018 Experience This report covers the latest emerging trends in U.S. population mortality. The SOA relied upon data furnished by the Centers ...

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data