Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Professional Ethics
    change to reflect the current thinking that the primary criterion for an actuarial assumption is that it ... requires you to do your job with integrity, skill, and care. That gets back to just checking things like this ...

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    • Authors: Mary Hardiman Adams, James Murphy
    • Date: Oct 1993
    • Competency: Professional Values>Ethical standards
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Ethics; Pensions & Retirement
  • Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings
    advantages that we discuss throughout this paper). The primary drawback of lump sum distributions is the risk ... retirement brings – including inflation, health care costs, home care expenses, investment risk, maintaining lifestyle ...

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    • Authors: Robert Brown, Bruce Jones, Mary Hardy, Bonnie-Jeanne MacDonald, TODD RICHARD MORRISON
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Financial Well-Being of American Retirees
    and housing wealth are factored in. When health care costs are considered, the share of households at ... about 10 to 20 percent on health care, depending on age. Although health care spending accounts for smaller ...

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    • Authors: Steven Feinschreiber, James Laiosa
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement
  • October 2019 Mortality Improvement Scale MP-2019
    actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...

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    • Authors: Society of Actuaries
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Pensions & Retirement
  • Classification of Risk Sharing in Pension Plans
    prefunded through investments in risky assets, the primary risk that funding contributions or retirement ... competitive environment, being the only or the primary employer for many occupations (firefighter, teacher ...

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    • Authors: Douglas Chandler
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Funded Severance Pay Plans
    is most commonly clone in one of two ways. (i) Direct Combination: Here the severance and retirement ... terminated employee. Perhaps Dr. Stanley would care to comment on this problem. I should be interested ...

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    • Authors: Howard H Hennington, Robert J Myers, J Perham Stanley, Dorrance C. Bronson
    • Date: Jun 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement
  • Mergers and Acquisitions
    want to be concerned about, which is easily taken care of, is the alternative forms of benefits under section ... plan, even though it might not have any actual direct cost effect on the buyer. It may have an indirect ...

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    • Authors: Joseph Strazemski, Elizabeth King, Carl M Lerner
    • Date: Apr 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Can Annuity Purchase Intentions be Influenced - Summary
    age would you expect Bill to retire from his primary career, assuming he is a typical American employee ... presented in Appendix A. Survey questions of primary interest (in each condition) pertained to annuity ...

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    • Authors: Society of Actuaries
    • Date: Aug 2010
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Annuities>Individual annuities; Pensions & Retirement
  • Current Topics
    are being done in the most efficient way. The primary function of the Society Pension Committee is in ... The second is to tie the interest rate to the primary rate of a specified bank or a group of banks. If ...

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    • Authors: Preston C Bassett, Donald S Grubbs, Susan J Kilrain
    • Date: May 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Pioneer: Claude Lamoureux—Tops In Pension Plans
    Pioneer: Claude Lamoureux—Tops In Pension Plans Interview focusing on Claude Lamoureux and his ... As the saying goes, "If you cannot sell, you must care." When you are an owner of corporations, you have ...

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    • Authors: Sam Phillips
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Pensions & Retirement