Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: The SOA Investment Section is holding a three-part Environmental, Social & Governance (ESG) Investment Considerations Webcast Series in September and October, which will cover the challenges and implementation. This series is suited for actuaries, consultants, plan sponsors and asset managers that work with insurance companies or pension funds and want to learn more about the latest in ESG. The increasing focus on climate change and recent social movements witnessed globally brought many institutional investors to further think about and perhaps reevaluate, the way they integrate ESG factors into their investment decisions. This new reality raises many questions: what's next for ESG in the institutional space? What will be the challenges? How will institutional investors go beyond the basics? What are current and future ESG needs and who will meet them? This will be the first of three educational sessions aimed at taking the conversation on ESG integration to the next level. During this webcast, you will hear from a panel of various types of asset owners who will share their perspectives, challenges and learnings in the journey to implementing their ESG views, including in the context of a pandemic. The discussion will start broadly, and narrow down to some of the most pressing topics today with the focus on climate change resilience and adaptation of assets.

Description: This e-course describes social insurance programs, their operation and the current issues they are facing.

Description: Summary of the papers presented at the symposium

Description: This is an EA1 study note will present some common examples of converting benefits for normal, early and late retirement. It will also analyze how changes in a plan's actuarial equivalence assumption can affect the magnitude of the converted benefits.

Description: Cast study for Spring 2009 Retirement Benefits, U.S.

Description: View the Income Optimization Objective Model.

Description: Fact sheet about the April 2019 Single Employer Contribution Analysis Update.

Description: Essay submission on impact of COVID-19 on retirement.

Description: An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.