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

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies
    Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies This article provides an overview and highlights of the recent paper Pension Risk Transfer: Evaluating Impact and ...

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    • Authors: Jason Gratson, Timothy Geddes, Ivana Curguz
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension risk transfer
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Aging and Retirement Consumer Focused Material
    Aging and Retirement Consumer Focused Material This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping ...

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    • Authors: Society of Actuaries
    • Date: Feb 2021
    • Topics: Pensions & Retirement
  • Why Glide Paths Should Evolve
    Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...

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    • Authors: Dimitry D Mindlin
    • Date: Jun 2022
    • Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
  • Late-in-Life Decisions Guide
    Late-in-Life Decisions Guide The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them ...

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    • Authors: Society of Actuaries
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • U.S. Public Pension Plan Mortality Assumptions
    U.S. Public Pension Plan Mortality Assumptions A comparison of recently used mortality assumptions among state-based and large-city public pension plans. public sector pension plans;Mortality ...

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    • Authors: Society of Actuaries
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Private sector plans
  • Contribution Analysis: U.S. Single Employer Pension Plan
    Contribution Analysis: U.S. Single Employer Pension Plan Updated longitudinal study of metrics for measuring contribution adequacy at paying down unfunded liabilities in corporate DB pension ...

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    • Authors: Society of Actuaries
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans
    American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans This article addresses how the ARPA has lessened the financial burden on sponsors of corporate ...

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    • Authors: Patrick Ring
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • DC Corner: For Such a Time as This
    DC Corner: For Such a Time as This First in a series of articles for Retirement Section News focusing on Defined Contribution issues By Robert J. Reiskytl Retirement Section News, June 2022 A few ...

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    • Authors: Robert J Reiskytl
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Don’t Miss the Living to 100 Research Symposium
    Don’t Miss the Living to 100 Research Symposium Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium Mortality modeling, Retirement ...

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    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Expanding Horizons
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Medicare; Social Insurance>Social Security