Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

Pension Risk Transfer

Pension Risk Transfer-Evaluating Impact and Barriers for De-Risking Strategies

The Society of Actuaries is pleased to make available a research report discussing pension risk transfer including key de-risking measures, alternatives, and triggers that impact pension risk transfer strategies.  The report was authored by a team from Deloitte Consulting LLP: Timothy Geddes, Bradley Howard, Anthony Conforti, and Allison Steinmetz.


Report

Pension Risk Transfer-Evaluating the Impact and Barriers for De-Risking Strategies


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's Committee on Finance Research and Pension Section Research Committee would like to thank the following individuals for their input and review:
Gavin Benjamin  
Michael Economos
Edson Edwards
Kim Gordon
Cindy Levering
Robert Reitano
Tom Toale
Steve Siegel, Research Actuary
Barbara Scott, Research Administrator