Announcement: SOA congratulates the new ASAs and CERAs for May 2022.

Fall 2008 Retirement Benefits Design and Pricing (DP) Exam


Welcome to the Retirement Benefits DP Exam home page! Please review all of the information and links provided below.

Retirement Benefits DP is a written–answer examination offered in the fall of each year. Both a U.S. and Canadian version of the exam are administered, each of which has its own reading list.

The syllabus for this exam covers the basics of design and valuation for the full gamut of retirement plans found in the US and Canada. Specific topics include qualified defined benefit and defined contribution plans, retiree health plans, nonqualified plans, international plans, actuarial valuation methods and assumptions, regulation, plan investments, and professional standards of practice.

This exam is required for candidates seeking to complete the Retirement Benefits specialty track for Fellowship.

  • Registration Information
  • Online Registration (Currently Unavailable)
  • Application Form (Currently Unavailable)
  • List of Examination Centers  
  • Examination Center Locations (Currently Unavailable)
  • Refunds
  • Information on Special Centers
    • Exam DP–RU (U.S.)

Tentative Date: Thursday, October 29, 2009
Tentative Time): 8:30 a.m.–12:15 p.m.
(Includes read–through time)

    • Exam DP–RC (Canada)

Tentative Date: Thursday, October 29, 2009
Tentative Time:
8:30–11:45 a.m. and 1:30–4:45 p.m.
(Includes read–through time)

    • Deadlines

Registration: (Coming Soon)
Refund/Cancelation: (Coming Soon)

  • Fees (Currently Unavailable)  
  • Admission to Examination Center
  • Acknowledgement Letter
  • Approved Calculators
  • Food and Beverage in Exam Room
  • Signature on Exam Answer Sheets and Envelopes
  • Bilingual Examinations in Canada
  • Arrangements for Candidates with Disabilities
  • Frequently Asked Questions
  • Purpose of Learning Objectives/Outcomes
  • Study Methods
  • Suggestions for Taking Written–Answer Examinations
  • Use of the Case Study
  • Review Seminars and Workshops
    (Currently Unavailable)
  • Distributors of Textbooks and Study Manuals (Currently Unavailable)
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