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  • Retirement Risk Survey Series

    The document is a report summarizing key findings from the 2024 Retirement Risk Survey conducted by the Society of Actuaries Research Institute and Deloitte Consulting LLP. It focuses on the ...

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    • Date: Jul 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • Societal Purpose Call for Essays on Non-Profit Financial Management

    Societal Purpose Call for Essays on Non-Profit Financial Management Call for essays on how actuaries can apply their financial skills to support non-profit financial management and promote ...

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    • Date: Jun 2025
    • Competency: Communication; Professional Values; Relationship Management; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Public Policy; Social Insurance
  • The Role of Illiquid Investments in Pension Plans

    The Role of Illiquid Investments in Pension Plans Research the impact of illiquid investments on pension plan funding, design, and risk management strategies. Background and Purpose Pension plans ...

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    • Date: Sep 2025
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Pensions & Retirement
  • The Impact of Family Structure on Aspects of Retirement - Essay Collection

    The document is a call for essays on the Impact of Family Structure on Aspects of Retirement, issued by the Society of Actuaries to explore how diverse family structures influence retirement ...

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    • Date: Jun 2025
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • The Impact of Climate Change Risk on Retirement

    This document explores how climate change impacts retirement planning, investments, housing, and health across policy and economic dimensions through essays and funded research.

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    • Date: Oct 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy
  • The Impact of Artificial Intelligence on Retirement Professionals and Retirees: 2nd Round Collection of Essays

    This collection presents three essays analyzing the multifaceted impacts of AI and LLMs on retirees and retirement professionals, blending quantitative, philosophical, and forward-looking ...

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    • Date: Aug 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Public Policy; Technology & Applications
  • 2009-2023 Term Conversion Incidence and Post-Conversion Mortality and Lapse Experience Study Data Request

    2009-2023 Term Conversion Incidence and Post-Conversion Mortality and Lapse Experience Study Data Request This is a request for data contributions for a study on term conversion incidence and ...

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    • Date: Jul 2024
    • Competency: Communication
    • Topics: Actuarial Profession; Experience Studies & Data; Financial Reporting & Accounting
  • SOA Research Institute 19th Annual Emerging Risk Survey

    SOA Research Institute 19th Annual Emerging Risk Survey Seeking researchers to analyze long-term risk trends via survey data and develop engaging report formats for broad audiences. Background ...

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    • Date: Sep 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management
  • Resources for ALM Practitioners: What Questions Should You Ask?

    This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM practices, and guidance for applying ALM questions to real-world ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting