Description: Updated longitudinal study of metrics for measuring contribution adequacy at paying down unfunded liabilities in corporate DB pension plans in the U.S.

Description: View the archived syllabus/syllabi and updates for the Fall 2023 Design and Accounting (RETDAU) Exam – U.S.

Description: U.S. bond markets have undergone dramatic changes due to the 2008 Global Financial Crisis (GFC) and the COVID-19 pandemic. In taking a retrospective view, we can see that bond markets, viewed through the lens of major bond indices, have been evolving for quite some time. Within this paper, TD Asset Management Inc. (TDAM) will explore underlying changes that have occurred within the U.S. Corporate Bond Index, a sub-component of the larger U.S. investment grade bond market, over the past decade. We will highlight key structural changes that have occurred within bond markets and why they are noteworthy

Description: This page presents updates for the U.S. Retirement CSP exam.

Description: Design and Accounting Exam

Description: The Society of Actuaries' Retirement Plans Experience Committee (RPEC) has released the final report of the Pri-2012 Private Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of private retirement plans in the United States.

Description: Multiemployer pension plans in the U.S. cover workers of two or more employers that have formally agreed with a union to create the plan. Multiemployer plans are covered by the Employee Retirement Income Security Act (ERISA) under a very different set of rules than single employer (corporate) plans.

Description: This report, from the Society of Actuaries [SOA] ‘Experience Studies – Individual Annuities,’ and prepared by the Payout Annuity Mortality Study Working Group of the Individual Annuity Experience Committee of the SOA, is an experience study of individual payout annuities, covering calendar years 2000 through 2004. The intent of this study is to provide recent annuitant mortality experience which can be compared to the Annuity 2000 Mortality Table, and provide a basis for a possible revision to that table. The study includes immediate annuities, annuitizations, and life settlement options of life insurance and annuity death claims. The report includes two Excel workbooks.

Description: View the Archive Spring 2017: Group and Health Core Exam U.S.

Description: View the Archive Spring 2020: Life Finance and Management Exam (U.S.).