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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  • Databases Useful for Retirement Analysis
    1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ... 1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ...

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    • Authors: Society of Actuaries
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Retirement Section News, August 2020, Issue 104
    coverage to Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century Solution: ... medical coverage (retiree medical) and long-term care (LTC) costs—regardless of residential or custodial ...

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    • Authors: Society of Actuaries
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Defined Benefit Risk - Phase 2: Expert Inverviews
    Topic Comments Risk Perspective The bank’s primary financial risks include liquidity and credit. We ... in their eyes. Additionally, there is a lack of direct accountability based on our fragmented governance ...

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    • Authors: David Pitts
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Understanding the Impact of Low Interest Rate Environment on Retirement Security in the United States
    retirement security of Americans profoundly through direct impacts on investment returns and through impacts ... by income group. Interest rates do not play a direct role in the calculation of Social Security benefits ...

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    • Authors: Yimeng Yin, Donald Boyd
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 55th ARC Session: Findings from the 2019 Retirement Risks Survey
    a long stay in a nursing home or a long  period of nursing care at home The value of your savings and  investm ... You might not have enough money to pay for  adequate health care 48% 57% 65% 77% 73% 65% 59% 53% 53% 44% ...

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    • Authors: Society of Actuaries
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Digest of Discussion at Concurrent Sessions
    to attempt to estimate optimum sizes of its two primary sources of earnings--net worth and premium revenue ... produce desired profit margins and will have a direct im- pact on GAAP earnings. 2. Changes ih the ...

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    • Authors: George Alexander, John C Antliff, Robert M Astley, Paul M Bailey, Barry L Blazer, Bob J Bolin, Application Administrator, Joseph R Brzezinski, Daniel Case, Stanley R Freilich, Norman E Hill, Richard Humphrys, Michael B Hutchison, James D Lamb, John Pennisten, Thomas K Pennington, Joe B Pharr, Anna M Rappaport, Richard S Raskin, Frank D Repp, Walter Rugland, C David Silletto, Maurice O Simmons, Robert C Tookey, David A Wright, Martin L Zeffert, Charles Barry H. Watson, Jack M Elkin, Richard B Sieben
    • Date: Jan 1974
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Competencies; Life Insurance; Pensions & Retirement
  • Primer on Retirement Income Strategy Design and Evaluation
    ................................... 39 4.3.2 Primary Metric for an Income Floor Objective ......... ... .................................. 40 4.3.3. Primary Metrics for an Income Target Objective .......

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    • Authors: William Lim, Adam Butt, Geoff Warren, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Small Plan Issues
    professional society of over 3,000 members whose primary purpose is the education of actuaries and consultants ... the ten people on the work group really had any direct experience with smaller businesses. Some were representatives ...

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    • Authors: Gerald Dominic Facciani, Robert D Lebenson, William Wilson
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation
  • Current Developments In Retirement Plans
    Expenditures figure into these deficits? Medical care, income replacement, and other employee benefits ... there are the Direct Expenditures. Social Security and Medicare represent the direct transfer of government ...

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    • Authors: Daniel C Rudin, Jack Schechter, Yale D Tauber, Richard C Watson
    • Date: Jan 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Informal Discussion Transcript Session 1C: Impact of Aging
    attorney, very well known in health and long-term care policy, has distinguished service with the federal ... Republicans will be able to repeal the ACA [Affordable Care Act], but they won’t make it effective until after ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy; Social Insurance