Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: A Forum for Creative Visions of the Future
    2006 Re-Envisioning Retirement in the 21st Century Symposium: A Forum for Creative Visions ... consistently accomplished. Their proposal would feature direct payroll deductions into a low cost, diversified ...

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    • Authors: Steven Siegel
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • The Sale Process - Actuarial Considerations in Insurance Mergers and Acquisitions: an International Perspective
    The Sale Process - Actuarial Considerations in Insurance Mergers and Acquisitions: an International ... managed process, with the investment bankers taking care of legalities, timing and other details of the sale ...

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    • Authors: Jim Toole
    • Date: Jan 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments; Global Perspectives
  • Public Pension Plan Financing: The Devil’s in the Actuarial Details
    the use of POBs – while not necessarily the primary purpose of the bonds – carries with it yet another ... invitations were received for conferences with a primary focus of developing a better understanding of the ...

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    • Authors: David Kehler
    • Date: Jun 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Public sector plans
  • Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
    immediate annuities, investment products and health care products, in order to maximize a set of defined ... varying risk/return characterizations and health care products for the morbidity risk, there are three ...

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    • Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Finance & Investments>Investments; Long-term Care; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: William Leslie's Model Retirement Income Program
    ncome needs, including costs  related to health care, your target income is $60,000 per year through age 74 ...   The risks of high  healthcare costs including long‐term care are not explicitly described in  this Program,  ...

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    • Authors: William Leslie
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Risk management
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: New Retirement Plan Designs for the 21st Century
    2006 Re-Envisioning Retirement in the 21st Century Symposium: New Retirement Plan Designs for the ... .      To accommodate a more mobile workforce, direct DB plan to DB plan transfers  could be managed ...

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    • Authors: Beverly Orth, William R Hallmark
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Retirement risks
  • Revisiting Pension Actuarial Science: A Five-Part Series – Part 1, Fair Value of the Liability – The Contractual Benefit Obligation
    Obligation (CBO) for OPEBs While this paper’s primary focus is measuring the liabilities of public sector ... pensions. We must begin to include OPEBs in the primary discussions. Having said all that, this paper focuses ...

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    • Authors: James Rizzo, Krzysztof Ostaszewski, Piotr Krekora
    • Date: Jun 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Financial Analysis on Retirement Implications for Women
    poverty line. 3 1. Introduction The primary objective of this research is to study the financial ... indicator variable as previously defined. The primary use of the male mortality model is to determine ...

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    • Authors: Lijia Guo, Lorrie Hoffman
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Retirement risks
  • Mortality Measurement and Prediction Q&A
    Mortality Measurement and Prediction Q&A Transcript of the Q&A period from Session ... pretty strong cohort effects and people did not care about this much. So it’s definitely something to ...

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    • Authors: Society of Actuaries
    • Date: Jan 2008
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Experience Studies & Data>Mortality
  • Managing Retirement Assets Symposium: The Simple Analytics of a Pooled Annuity Fund
    the risks of longevity through "pooling" is the primary focus of this paper. The six different cohorts ... which clearly approximates equation (9). The primary difference between formulas (9) and (21) above ...

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    • Authors: Emiliano Valdez, John Piggott, Bettina Detzel
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Group plans - Annuities; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks