Announcement: SOA congratulates the new FSAs for June 2024.

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  • Minutes of the Regional Spring Meeting of the Society of Actuaries
    Minutes of the Regional Spring Meeting of the Society of Actuaries These are the minutes ... cuss topics of special interest as follows: Individual Life Insurance, with Mr. Charles W. Jacoby presiding; ...

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    • Authors: Society of Actuaries
    • Date: May 1962
    • Competency: Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations
  • Minutes of the Regional Meeting of the Society of Actuaries
    Minutes of the Regional Meeting of the Society of Actuaries These are the business meeting ... Kirkpatrick presided jointly over a discussion on Individual Underwriting, while Mr. Arthur G. Weaver and ...

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    • Authors: Society of Actuaries
    • Date: Nov 1964
    • Competency: Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations
  • 2017 Risks and Process of Retirement: Financial Wellness
    2015). ■ The 2017 survey sampled views of individual pre-retirees and retirees between ages 45 and ... sponsors of financial wellness programs and on individual solutions. The 14 essays in this collection ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Minutes of the Annual Meeting of the Society of Actuaries
    Minutes of the Annual Meeting of the Society of Actuaries These are the business meeting minutes ... Patterson presided over the discus- sion on Individual Life Insurance and Annuities, while Mr. Henry ...

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    • Authors: Society of Actuaries
    • Date: Oct 1963
    • Competency: Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations
  • Minutes of the Regional Spring Meeting of the Society of Actuaries
    Minutes of the Regional Spring Meeting of the Society of Actuaries These are the minutes of ... Samuel P. Adams presiding over the session on Individual Life Insurance and Mr. William V. Hauke presiding ...

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    • Authors: Society of Actuaries
    • Date: Jun 1962
    • Competency: Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations
  • Minutes of the Later Regional Meeting of the Society of Actuaries
    Minutes of the Later Regional Meeting of the Society of Actuaries These are the business meeting ... Stanley L. Eisner presiding at the session on Individual Life and Health Insurance, and Mr. William G ...

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    • Authors: Society of Actuaries
    • Date: Jun 1963
    • Competency: Professional Values
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Professional associations
  • Post-Retirement Experiences of Individuals 85+ Years Old
    may or may not reflect the experience of any individual company. The study is for informational purposes ... over-$50K-asset male, Baltimore The IRAs [individual retirement accounts] are a required minimum withdrawal ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • research-2014-retire-survey-findings
    default options and plans that work without individual action continue to be very important.8 Perspective ... Siegel with input from the oversight group. Individual perspectives were written by some oversight group ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    portions of the report were written by Ruth Helman. Individual perspectives were written by some oversight ... this is an online tool that is designed to help individual households project their own longevity. It was ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    2017 Risks and Process of Retirement: Housing in Retirement The SOA is pleased to make available ... the long term. ■■ Housing in Retirement Round Table—September 2010— This provides a transcript of an ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks