Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Fighting Procrastination for Financial Wellness
    Reserve System, “Report on the Economic Well-Being of U.S. Households in 2015,” May 2016, https://www.federalreserve ... New Lessons From Behavioral Finance, eds. Olivia S. Mitchell and Stephen P. Utkus (Oxford: Oxford University ...

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    • Authors: Tianyang Wang
    • Date: Apr 2017
    • Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
    • Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
  • A Smart Way to Develop Retirement Income Strategies
    any IRA or 401(k) plan without purchasing an annuity, something many retirees are reluctant to do and ... premium immediate annuity, guaranteed lifetime withdrawal benefit or fixed index annuity. Another possibility ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
  • The Entitlement Paradox
    different types of “Prisoners Dilemma”. See table below: 1 Evolutionary Dynamics: Exploring the Equations ... devious ant and exploit others naiveté. see table 2 Fast growth often leads to a general consensus ...

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    • Authors: Russell Sears
    • Date: Jun 2013
    • Competency: Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Enterprise Risk, Enterprise Risk Reward
    Enterprise Risk, Enterprise Risk Reward Here are a few topics to be discussed in this ... measured in degrees but in whole orders of magnitude. S&P and Moody’s underestimated the default risk associated ...

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    • Authors: Dennis Barry
    • Date: Jun 2013
    • Competency: Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... fully retire or if a part-time job or extra year(s) in their current job are necessary. For those close ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management