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  • Group Long Term Disability Experience Study – Self-Audit Guidelines

    Group Long Term Disability Experience Study – Self-Audit Guidelines Information to help participating companies prepare a complete and precise submission for the experience study. Group health ...

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    • Authors: Application Administrator
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Disability
  • 2008 Pension Plan Data Request

    2008 Pension Plan Data Request In 2008, the Society of Actuaries Retirement Plans Experience Committee undertook a new pension plan mortality study. The ultimate goal of the study was to update ...

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    • Authors: Application Administrator
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality
  • Guaranteed Issue/Simplified Issue Data Request

    Guaranteed Issue/Simplified Issue Data Request Attached zip file contains the three 3 data request documents: the data format which covers guaranteed issue, simplified issue, and pre-need ...

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    • Authors: Society of Actuaries
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Climate Risk and Investments

    Climate Risk and Investments This article series highlights the growing impact of climate change on health, property, and financial institutions, emphasizing the need for actuaries and risk ...

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    • Authors: Society of Actuaries
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Finance & Investments
  • 1984-2007 Long-Term Care Intercompany Report Appendices

    1984-2007 Long-Term Care Intercompany Report Appendices This is the sixth Intercompany Study of Long–Term Care Insurance. This report combines and analyzes data received from 35 insurers that ...

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    • Authors: Long-Term-Care Experience Committee
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Long-term care - Experience Studies & Data
  • Reinsurers and the SOA International Experience Study IES

    Reinsurers and the SOA International Experience Study IES This article lists participating companies and countries with the International Experience Study and describes the process of adding ...

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    • Authors: William R Horbatt
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality; Reinsurance>Life reinsurance
  • 2005 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities

    2005 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities Results of the 2005 inter-company study of expenses for individual life and annuity business conducted by the ...

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    • Authors: Steven Siegel
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Pub-2016 Public Retirement Plans Mortality Tables

    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 ...

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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

    Artificial Intelligence in Investment and Retirement This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, ...

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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
  • Quarterly Global Warming Report

    Quarterly Global Warming Report The document is a quarterly global warming report by the Society of Actuaries Research Institute, providing statistical summaries of global warming trends using ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Environment; Global Perspectives
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