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  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”

    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Highlights of “Challenging the Status Quo” Seminar

    Highlights of “Challenging the Status Quo” Seminar A summary of the recent SOA Product Development Section webinar, Challenging the Status Quo: Emerging LTC Product Designs. Summarizes ...

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    • Authors: Patrick MacLyman, Noah Gorman
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Long-term care innovation; Long-term Care>Long-term care pricing; Long-term Care>Rates - Long-term Care
  • Evaluating the Implementation and Industry Impact of Principle-Based Reserves - Request for Proposals

    Evaluating the Implementation and Industry Impact of Principle-Based Reserves - Request for Proposals Seeking proposals to study PBR implementation and its regulatory, operational, and financial ...

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    • Date: Jul 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Life Insurance
  • 2015-2024 Deferred Annuity Mortality Study Data Request

    2015-2024 Deferred Annuity Mortality Study Data Request SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study. SOA Research ...

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Pensions & Retirement
  • Thinking About Transformation? Time to Choose a Path

    Thinking About Transformation? Time to Choose a Path Emerging technologies like GenAI will be more disruptive than past technological developments, such as spreadsheets, low-code data and ...

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    • Authors: Matthew Wininger, Matthew Kevin Heaphy, Winston Hall, Romina Egan
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession; Technology & Applications>Artificial intelligence & machine learning
  • Enhancing the Value of Critical Illness Insurance

    Enhancing the Value of Critical Illness Insurance Critical illness insurance is a popular supplemental health insurance product in the U.S. market. This article discusses how carriers have ...

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    • Authors: Ashlee Borcan
    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Health & Disability>Critical illness insurance
  • Accumulated Annuity Design

    Accumulated Annuity Design A paper demonstrating how to obviate the need for market timing strategies in variable annuity products by judicious use of product design. The paper presents the ...

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    • Authors: Lloyd A Foster
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities
  • Product Matters! Looks Back

    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • The Advice Challenge

    Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the ...

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    • Authors: Mark Shemtob
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks