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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  • Flexible Work and Phased Retirement: Practical Issues for Employers
    Flexible Work and Phased Retirement: Practical Issues for Employers An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts ...

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    • Authors: Anna M Rappaport
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Inflation and Retirement - Thoughts
    Inflation and Retirement - Thoughts The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the ...

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    • Authors: Sam Gutterman
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Right-Sizing Inflation Concerns Among Pre-Retirees
    Right-Sizing Inflation Concerns Among Pre-Retirees The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays ...

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    • Authors: Colin Jarrett
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Retirement Security and Blended Families
    Retirement Security and Blended Families Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • Planning for Inflation in Retirement
    Planning for Inflation in Retirement The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the ...

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    • Authors: Kenneth Steiner
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • It Takes a Village to Help People Working in Retirement
    It Takes a Village to Help People Working in Retirement An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working ...

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    • Authors: Linda Koco
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • A Framework for Multilayered Post-Retirement Financial Planning
    A Framework for Multilayered Post-Retirement Financial Planning This paper outlines a framework for formulating one’s post-retirement planning strategy. Financial Planning;Retirement Planning ...

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    • Authors: Joonghee Huh
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Retirement risks
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design