Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • A Portfolio Approach to Retirement Income Security
    planner who can help them with these decisions. Table 1 shows how various RIGs meet common retirement ... their unique goals and circumstances. Note that Table 1 is intended to illustrate broad concepts about ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Perspectives from Anna:Getting Better Results in a DC Plan
    Perspectives from Anna:Getting Better Results in a DC Plan Article focuses on a number ... customized for individual participants. There are often significant cost advantages for an individual to remain ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design