Announcement: SOA releases June 2019 Exam STAM passing candidate numbers and congratulates the new FSAs for August 2019.

Communicating the Financial Health of Public Pension Plans

The Society of Actuaries’ Social Insurance and Public Finance Section is pleased to make available the results of a research project that has developed prototype reports intended to provide useful information to a variety of stakeholders on the financial health and prospects of state and municipal plans. The material includes prototype reports on two example state pension systems. The prototype reports include a narrative portion and a dashboard that provides quantitative indicators and a summary of the structure of benefits and actuarial assumptions. The material was authored by George (Sandy) Mackenzie.


Materials

Communicating the Financial Health of Public Pension Plans
Addendum to Communicating the Financial Health of Public Pension Plans Glossary of Terms


Questions

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.


Thank You


The SOA would like to thank the following individuals for their input on the project:

Sue Collins, Chair
Robert North
Robert Shapiro
Vince Granieri
Andrew Peterson, SOA Staff Fellow
Steven Siegel, SOA Research Actuary
Barbara Scott, SOA Research Administrator