Description: Chapter 7 of the Models for Retirement Policy Analysis. This chapter describes the Social Security Administration's system of assumptions and modeling techniques used to project the finances of the Federal Old Age and Survivors Insurance OASI and Disability Insurance DI trust funds.

Description: In this project the researchers explored the new opportunities provided by the ongoing revolution in information technology for studies of exceptional human longevity. Methodologies and interpretation of the results were presented.

Description: Report summarizing the results of the 2009 Policyholder Behavior in the Tail working group with respect to UL policies with Secondary Guarantees Survey.

Description: Identifying and submitting all appropriate ICD-9 diagnosis codes to CMS will result in a higher risk score for the member and increased payments to Medicare Advantage plans. Milliman's HCC prevalence study illustrates the significant variations in HCC prevalence rates by age/gender, geography, and population type and will assist plans in benchmarking the effectiveness of their own diagnosis code capture efforts.

Description: This article is an overview of preliminary research on HSAs and Account-Based Health Plans. The summary reviews enrollment, health status, premiums and account information. From Health Watch Newsletter, September 2006, Issue No. 53.

Description: Section Chair discusses Council plans for the year.

Description: Mr. Rallis will discuss trends in the market for risk transfer of defined benefit plans in the US. He will also address implications of increasing longevity.

Description: The Society of Actuaries' Pension Section and Health Section Research teams commissioned Professor Thomas E. Getzen of Temple University to construct a resource model for the projection of long term healthcare cost trends. The motivation for creation of the model was driven by its potential usage as a resource for the estimation of reportable liabilities for retiree healthcare benefits as specified under FAS 106 and GASB 45 accounting statements. This model, programmed in Microsoft Excel [xlsx format], projects per-person expenditures and growth rates through 2099 using a set of equations and assumptions developed by Professor Getzen with assistance from the Society of Actuaries Project Oversight Group appointed to oversee the effort. The model includes baseline assumptions as well as flexibility for user–inputted alternative assumptions.

Description: The Required Minimum Distribution RMD working group of the Taxation Section has completed research in determining the actuarial present value of additional benefits for computing RMD under deferred annuity contracts. This is Appendix G spreadsheet for the Determining the Actuarial Present Value of Certain Additional Benefits for a two tiered fixed annuity benefit Under Treas. Reg. Section 1.401a9–6, Q&A–12 research project. Please see the SOA website research section for the full report and other appendices spreadsheets.