Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Public Misperceptions About Retirement Security - Closing the Gaps
    Public Misperceptions About Retirement Security - Closing the Gaps To help the next generations to retire with financial security, financial services companies, employers, and financial advisors ...

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    • Authors: Eric Sondergeld, Mathew Greenwald
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2007 Risks and Process of Retirement Survey - Report of Findings
    2007 Risks and Process of Retirement Survey - Report of Findings This report presents the results of a telephone study among Americans aged 45 to 80. Inflation;Phased retirement 10/1/2007 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Age Wise Infographic Series – 5 Planning Your Retirement Trip
    Age Wise Infographic Series – 5 Planning Your Retirement Trip Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Have You Hired Any 65-Year-Olds Lately?
    Have You Hired Any 65-Year-Olds Lately? The editorial discusses the challenges and actuarial considerations of older workers remaining in the workforce longer than they have in the past. phased ...

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    • Authors: Society of Actuaries, James Ramenda
    • Date: Aug 2014
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Financial Perspectives on Aging and Retirement Across the Generations
    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity
    The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on ...

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    • Authors: Society of Actuaries
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • A Spending Plan for Retirement: Estimating Expenses
    A Spending Plan for Retirement: Estimating Expenses The Society of Actuaries and Financial Finesse have created a series of briefs focused on retirement literacy issues. Annuities;Retirement ...

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    • Authors: Gregory A Ward
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Spotlight On Retirement, Singapore
    Spotlight On Retirement, Singapore Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems. retirement planning; ...

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    • Authors: Saurav Biswas
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Global Perspectives; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • Living to 100 and Beyond: A Retirement Issue
    Living to 100 and Beyond: A Retirement Issue The author provides an overview of the symposium and highlights the material of particular interest to pension actuaries. From the Pension ...

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    • Authors: Steven Siegel
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Global Perspectives; Pensions & Retirement>Retirement risks
  • Increased Interest in International Plans
    Increased Interest in International Plans Recently, we have seen renewed interest in the international (or “offshore”) pension plan. An international plan typically provides benefits for ...

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    • Authors: Carl Hansen
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks