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Archive Fall 2017: Design and Accounting Exam (U.S.)

Syllabus

Updates

Feb. 17, 2017

The  case study is now available.

Jan. 20, 2017

Candidates may also use the 16 Edition of Morneau Shepell Handbook of Canadian Pension & Benefit Plans (Chapters 1, 2, 6, 16 (background only), 30, 13 p. 407-413)

Dec. 12, 2016

Study Note DA-151-17: “The Real Deal: 2015 Retirement Income Adequacy at Large Companies” has been dropped from the Spring/Fall 2017 syllabus.