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  • 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
  • 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
  • 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
  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy; Public Policy
  • Call for Practical Application Essays

    Call for Practical Application Essays Call for essays that provide practical applications of in-depth research papers that will be published in the upcoming edition of the NAAJ. Overview The ...

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    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Actuarial Profession
  • The Impact of AI Supported Underwriting

    The Impact of AI Supported Underwriting The document explores how AI-supported underwriting influences mortality slippage in accelerated underwriting and evaluates real-world applications, risks, ...

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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: Actuarial Profession; Technology & Applications