

Research Insights, a Society of Actuaries Podcast
Research Insights
Research Insights, hosted by R. Dale Hall, FSA, MAAA, CERA, Managing Director of the SOA Research Institute and occasional guest hosts, highlights Society of Actuaries (SOA) Research Institute research. The podcasts include recently released research reports, research featured at SOA meetings, and other related items produced by SOA research.
Episodes
Mentioned books

Oct 26, 2023 • 17min
Race, Precept 1 & Professional Integrity: The Tale of Frederick L. Hoffman
Hello there Listeners! You guessed it—it’s time for another Society of Actuaries Research Institute Research Insights Podcast! We have a special guest today who just gave a presentation at our 2023 ImpACT Conference. Hear Jay Jaffe, President at Actuarial Enterprises, Ltd., talk about his presentation “Race, Precept 1 & Professional Integrity: The Tale of Frederick L. Hoffman” which is a case study on the use of race in U.S. mortality analysis and insurance rating.

Oct 23, 2023 • 14min
The Role of Insurers in Developing the Third Pillar of China’s Pension System
Good morning Listeners! We have another great Society of Actuaries Research Institute Research Insights Podcast episode today discussing the report “The Role of Insurers in Developing the Third Pillar of China’s Pension System.” Hear one of the authors of the report, Mengyi Xu, Assistant Professor at Purdue University, give valuable insights and recommendations that can optimize the participation of insurance companies, enhancing the long-term sustainability and effectiveness of China's pension system. Landing Page: https://www.soa.org/resources/research-reports/2023/insurers-developing-third-pillar/

Oct 19, 2023 • 18min
Research Insights Podcast Classic - Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age
Greetings Listeners! It’s time for our Research Insights Podcast Classic edition. October is National Retirement Security month, so we are republishing a very popular podcast named “Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age.” Listen to the authors talk about the research they conducted to create the Guide “Thinking Ahead Roadmap.” Sit back and enjoy this Society of Actuaries, Research Institute, Research Insights Podcast Classic edition! Report Landing Page: https://www.soa.org/resources/research-reports/2020/thinking-ahead/

Oct 9, 2023 • 31min
Informal Caregiving: Measuring the Cost and Reducing the Burden
Hello Society of Actuaries Research Institute, Research Insights Podcast Listeners! We have another great episode today discussing the Research Institute report “Informal Caregiving: Measuring the Cost and Reducing the Burden.” Hear Guest Host Steve Siegel, Senior Practice Research Actuary at the Research Institute and Guest Matthew Smith, Consulting Actuary with Milliman talk about informal caregiving and its impacts on employees, employers, and other stakeholders. Report Landing Page: https://www.soa.org/resources/research-reports/2023/informal-caregiving-reducing-burden/

Sep 27, 2023 • 26min
Megatrends Impacting the Future of Retirement Plans
Hey there Listeners—welcome back! We have another great episode today discussing the Society of Actuaries Research Institute report “Megatrends Impacting the Future of Retirement Plans.” Hear the conversation between guest Jared Weiner, Executive Vice President & Chief Strategy Officer at The Future Hunters and host Dale Hall, Managing Director of Research here at the Research Institute talk about megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans. Landing Page: https://www.soa.org/resources/research-reports/2023/megatrends-impacting-retirement/

Sep 25, 2023 • 17min
Catastrophic Cyber Risk: An Expert Panel Discussion Series
Welcome back Listeners! We have another great episode today focusing on Cyber Risk. Listen to the conversation between our guest Unal Tatar, Assistant Professor of Cybersecurity at the University of Albany talk about the report series “Catastrophic Cyber Risk: An Expert Panel Discussion Series” with Dale Hall, Managing Director of Research here at the Research Institute. Landing Page: https://www.soa.org/resources/research-reports/2023/cat-cyber-risk/

Sep 21, 2023 • 23min
Research Insights Podcast Classic - 2021 Student Research Case Study Challenge
Greetings Listeners! It’s time for our Research Insights Podcast Classic edition. September is back to school month, so we are republishing our 2021 Student Research Case Study Challenge podcast first published on June 28, 2021. Listen to the team members from the winning team from Indiana University: Alex Farrar, Eric Herbst, and Michael Mosley talk about how they overcame obstacles and challenges to become the winners. Sit back, listen, and enjoy this Research Insights Podcast Classic!

Sep 18, 2023 • 23min
Evolution of the SOA's Experience Studies and the importance of the work of Regulators.
Time to tune in to another great episode of the Society of Actuaries Research Institute Research Insights Podcast! Listen to the conversation between Fred Andersen, Chief Life Actuary at Minnesota Department of Commerce and Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute talk about the evolution of the SOA’s Experience Studies and the importance of the work of Regulators. Society of Actuaries Research Institute: https://www.soa.org/research/research-institute/

Sep 1, 2023 • 17min
SOA Research Institute Research Insights/InsuranceAUM.com joint podcast - Impact of Investment Market Conditions on Actuarial Assumptions for Modeling Insurers' Liabilities in Q4
Don’t miss our latest episode of the Research Insights Podcast straight to you from the Research Institute at the Society of Actuaries! Listen to guest Stewart Foley, Founder and Managing Partner at InsuranceAUM.com, and Dr. Andrew Aziz, Chief Strategy Officer & Head of Product at SS&C Algorithmics, discuss current trends in the insurance asset management industry with host Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute. InsuranceAUM.com landing page: https://insuranceaum.com/ SOA Research Institute: https://www.soa.org/research/research-institute/

Jul 13, 2023 • 17min
What Retirement Plan Features Do Employees Really Want?
Listen to Tim Geddes, FSA, EA, MAAA and Managing Director at Deloitte talk about the Society of Actuaries Research Institute report “What Retirement Plan Features Do Employees Really Want?” This report provides important observations for employers and other retirement stakeholders as they assess retirement plans. After listening to the podcast, check out the Choice Simulator Tool on the landing page link below. Podcast: Report landing page: https://www.soa.org/resources/research-reports/2023/ret-plan-features-emp-want/