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  • Managing Post-Retirement Risks - A Guide to Retirement Planning
    Managing Post-Retirement Risks - A Guide to Retirement Planning This document summarizes the many potential hazards individuals may face during retirement. It is designed to serve as a ...

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    • Authors: Society of Actuaries
    • Date: Oct 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues: Understanding and Managing the Risks of Retirement
    Key Findings and Issues: Understanding and Managing the Risks of Retirement 2007 Risks and Process of Retirement Survey Report - Understanding and Managing the Risks of Retirement Health risks; ...

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    • Authors: Society of Actuaries
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Focus on Family Types and Financial Well-Being – Planning Tips
    Focus on Family Types and Financial Well-Being – Planning Tips This study, produced by the MetLife Mature Market Institute in partnership with the Society of Actuaries, demonstrates that family ...

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    • Authors: Society of Actuaries, The Metlife Mature Market Institute
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Session 027: Managing Risk for Underfunded Pension Plan
    Session 027: Managing Risk for Underfunded Pension Plan Legislative changes and the economic environment have created a need for plan sponsors to understand and manage pension risk and ...

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    • Authors: Kathleen Brolly, Christopher Wittemann, Chad Keuneke
    • Date: Jan 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Risk management
  • Reinsurance News, August 2014, Issue 79
    Reinsurance News, August 2014, Issue 79 View the complete issue for the August 2014 Reinsurance News newsletter. defined benefit plans=DB plans;Pension finance;longevity risk;Pension plan assets; ...

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    • Authors: Society of Actuaries
    • Date: Aug 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development; Demography>Longevity; Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Forecasting; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension legislation and regulation; Public Policy; Reinsurance>Life reinsurance; Reinsurance>General reinsurance
  • Terminal Funding and Stable Value GICs
    Terminal Funding and Stable Value GICs The article is a summary of Session 9PD at the Society of Actuaries annual meeting in New Orleans in October 2001. Terminal funding the purchase of ...

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    • Authors: Victor Modugno
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Funding
  • Careers in the Pension Field: Thoughts on the Future of the Profession
    Careers in the Pension Field: Thoughts on the Future of the Profession There are reasons for the retirement actuary to be optimistic about the future of our practice. There are reasons to believe ...

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    • Authors: Andrew H Dalton
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Traditional careers; Pensions & Retirement
  • Substitute One Mis-impression
    Substitute One Mis-impression The authors take a deeper look at the long-standing motto of the Society of Actuaries, from John Ruskin, “The work of science is to substitute facts for appearances ...

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    • Authors: David Snell, Hezhong Ma
    • Date: Nov 2012
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession; Pensions & Retirement>Risk management
  • The Financial Reporter
    The Financial Reporter The September 2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate governance;accounting ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement A summary of learnings about multiemployer and public plans. Encouraging all retirement actuaries to become better educated on the various ...

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    • Authors: Mary H Stone
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Public sector plans