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

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  • Beneficiary Forms in an Era of Expanding Family Structure
    married or unmarried with or without children; parent/s age 40+ with very young children; and boo- merang  ... of the 20th century. In 1960, according to the U.S Census Bureau, the proportion of children younger ...

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    • Authors: Linda Koco
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Perspectives from Anna, Comments on 2020 Living to 100
    and implications for society of developments in mortality. They provide insight into areas of controversy ... retirement actuaries. life expectancy, demography, mortality trends, retirement 6/15/2020 12:00:00 AM ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Mortality - Demography; Demography>Longevity; Global Perspectives; Demography>Mortality improvement
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
    to this topic? BH: For several years, I was in Aon’s communication practice, leading our efforts around ... SOA and the U.S. retirement system? BH: We have a challenge in the U.S. as an individual’s retirement ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Perspectives From Anna: Important Issues Related to Retirment Security--Reports From Discussions
    post-retirement income, including a safe harbor for annuity purchase from a DC plan and a requirement to show ... retirement; • Helping small businesses offer 401(k)s and other retire- ment plans; 10 | SEPTEMBER 2019 ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Retirement Section News, April 2020, Issue 101
    Retirement Section has mem- bership representation in the U.S. and Canada (as well as some international membership ... challenge is that many of the Retirement Section’s U.S.-based actuaries (particularly those practicing in ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Retirement Consumption, Risk Perception and Planning Objectives in Canada: An Interview With Mary Hardy
    has been dubbed the “annuity puzzle.” The underlying premise of the annuity puzzle is that maximizing ... best way to determine, at least, whether the annuity puzzle assumptions are descriptive. So, we designed ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Perspectives from Anna: Evolution of Retirement and Risk Sharing Ideas
    benefits. My perspective primarily focuses on the U.S. INSURANCE COMPANY PRODUCTS AND RISK SHARING When ... While whole (or ordinary) life insurance and annuity contracts were long-term with long-term price ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • What is the ERISA Advisory Council? An Interview with Andrea Sellars and Julie Curtis
    Patrick Ring Retirement Section News, July 2021 Editor’s Note: Andrea Sellars, FSA, retired from Buck Consultants ... retirement plans. She currently serves on the SOA's Committee on Post-Retirement Needs and Risks, the Retirement Section ...

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    • Authors: Patrick Ring
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Pension legislation and regulation
  • American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans
    Ring Retirement Section News, September 2021 Editor’s Note: Zorast Wadia is a principal and consulting actuary ... normal cost component[2] that would make up a plan’s minimum cash contribution requirement. For a plan ...

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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
  • Interviewing Past Retirement Section Chairs
    Chairs By Faisal Siddiqi and Mathieu Laurendeau A s part of the 100th Anniversary issue of Retirement ... Crisis. Given the timing of actuarial valuations for U.S. qualified pension plans, many plan sponsors were ...

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    • Authors: Faisal Siddiqi
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement