Description: The Society of Actuaries Smaller Insurance Company Section, the Financial Reporting Section, and the Committee on Life Insurance Research are pleased to make available new research investigating simplified methods for determining reserves under VM-20.

Description: This report provides a framework that actuaries can use to evaluate moderately adverse conditions.

Description: This report presents an analysis of the NAIC climate risk disclosures for reporting year 2021. The 2021 disclosures were the most recently available data at the time this analysis was conducted (in June and July of 2023).

Description: The SOA Research Institute seeks proposals and essays on actuarial aspects of 401(k) plans, including similar plans like 403(b) and 457. Topics include investment impact, participant behavior, plan features, and AI's role. Submissions aim to enhance understanding and future research on retirement savings adequacy and system improvements.

Description: This is a request for data contributions for a study on term conversion incidence and post-conversion mortality and lapse experience from 2009 to 2023. It outlines the purpose, scope, and process of the study, data submission requirements, study results, benefits to participants, and data access and ownership details.

Description: The SOA Research Institute’s Committee on Finance Research is pleased to make available a paper that specifies general considerations to guide the development of a methodology to attribute spread to different investment risks related to AG53.

Description: This report focuses on the risks of change in the insurance industry and adapting to the "New" New Normal. It includes survey results, analysis, and discussions on various risks affecting the industry in the current environment.

Description: 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 situations.

Description: The multi-risk scenario generator is an output of the Smaller Insurance Company Section’s sponsored Principle- Based Reserves Simplified Methods study performed by Mark Birdsall, Steve Strommen, and Brian Hartman. The scenario generator can be used for all material assumptions in an actuary’s cash flow projection software.