Description: This guide is a compilation of references providing an overview of the pension environment in Canada. It is designed to assist a non-pension practitioner or an actuary from outside of Canada who wants to learn about the Canadian Pension System.

Description: This literature guide concentrates on references that relate to U.S. annuities. Only a few sources pertain to Canadian annuities. Although similarities exist in product design between U.S. and Canadian annuities, regulation and taxation are different. This guide also focuses primarily on areas that are specific to the subject of annuities and touches upon related issues such as investments and pensions more lightly.

Description: This is intended to serve as a fundamental resource for a basic understanding of ERM, as well as a guide to further study of the subject. Members of the Casualty Actuarial Society have participated in the effort, as well.

Description: This is a stochastic model used to find the distribution of the discounted value of all future cash-flows.

Description: Review the syllabus for the Fall 2024 Life ALM and Modeling (ILALAM) Exam.

Description: Review the syllabus for the Fall 2024 Strategic Decision Making (CFESDM) Exam.

Description: Review the introductory study note for the Fall 2024 Design and Accounting (RETDAU) Exam – U.S..

Description: View the Spring 2018 Retirement – Design and Accounting, U.S. Exam Syllabi.

Description: View the Spring 2019 ERM Introductory Study.