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

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  • 2022-arpa-multiemployer-relief-challenges
    The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide grants to some of the more troubled multiemployer plans. While this is a welcomed ...

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    • Authors: Society of Actuaries
    • Date: Dec 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Finance & Investments; Pensions & Retirement; Public Policy
  • 2022-impact-session-3i
    Discover an update on recent developments affecting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Topics: Pensions & Retirement; Public Policy
  • 2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
    Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership between actuarial and IT teams. This session will discuss common challenges encountered ...

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    • Authors: Society of Actuaries
    • Date: Oct 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy
  • The Actuary Vol. 22, No. 1 Employee Benefits - Needs For Change
    The Actuary Vol. 22, No. 1 Employee Benefits - Needs For Change This article is about the need for changes in employee benefits and retirement. According to the author we have lost sight of the ...

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    • Authors: Barnet N Berin, Robert D Paul
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement; Public Policy
  • 2022-value-annuities-global-longevity
    Investigate the concept of value annuities and the potential cost-effective differences when compared to traditional annuities by attending this webcast. Value annuities are an alternative ...

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    • Authors: William Price
    • Date: Jul 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
  • In the Beginning... A Column Devoted to Tax Basics
    In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • 2024-china-symposium
    Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • Session 088: Financial Perspectives on Aging and Retirement Across the Generations
    Session 088: Financial Perspectives on Aging and Retirement Across the Generations Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your ...

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    • Authors: Carol Bogosian, Mathew Greenwald
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
  • 2022-impact-session-4h
    Required Minimum Distributions are the minimum amounts that a retiree must withdraw from their qualified pensions. The Secure Act made major changes to the rules surrounding RMDs, updating the ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Topics: Annuities; Pensions & Retirement; Public Policy
  • Session 103: How Equitable is Your Actuarial Equivalence?
    Session 103: How Equitable is Your Actuarial Equivalence? A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment.

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    • Authors: Mitchell Serota, Lisa Schilling, Robert Izard
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy