Communicating Defined Benefit Risk


David G. Pitts, FSA, MAAA, Independent Actuarial Services, Susan Mangiero, PhD, Fiduciary Leadership, LLC


The Society of Actuaries Retirement Section is pleased to make available material that addresses the challenges in communicating pension risk to stakeholders. The project was a multi-phase effort, including a literature search and expert interviews.


Defined Benefit Risk – Phase 1: Literature Search Report

Defined Benefit Risk – Phase 1: Literature Search Results

Defined Benefit Risk – Phase 2: Expert Interviews


The SOA Retirement Section would like to thank the Project Oversight Group for their guidance and input on this project:

Deborah Tully, Chair
Jim Anderson
David Cantor
Eric Keener
Adam Kehler
Kacy Krelling
Grace Lattyak
Julian Robinson
Steve Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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