Welcome to the Retirement Plan investment and Risk Management Exam home page! Please review all of the information and links provided below.
Retirement Plan investment and Risk Management is a two-hour written-answer exam that is offered in the spring and fall of each year. It is a requirement of the Retirement Benefits Track. However, the Enterprise Risk Management (ERM) Exam may be substituted for this exam.
Learn more about changes coming to this track.
Recognized by the Canadian Institute of Actuaries.
Recommended order for FSA track requirements
Timing of Syllabus Publication
Announcement: All SOA Exams Moving to CBT Beginning Fall 2020
Syllabus and Study Materials
Rules and Regulations
Important Dates and Fees
- Retirement Plan Investment and Risk Management Exam
- Spring 2020 Date: Thursday, July 16, 2020
Time: 2:00 - 4:15 p.m.
(Includes read–through time)
Spring 2020 Registration Deadline: Short Registration Window from Tuesday, May 19, 2020 to Tuesday, May 26, 2020 (Registration closes at midnight U.S. Central Time.)
- Fall 2020 Date: Friday, October 30, 2020
Fall 2020 Registration Deadline: Monday, September 28, 2020
(Registration closes at midnight U.S. Central Time.)
Exam Day Information