Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Financial Life Planning at Work
    Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ... Scott M. Spann and Cynthia Meyer While the extent of the looming retirement crisis is debatable, most ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Retirement is about More than Money
    Retirement is about More than Money This interview provides information ... on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement ...

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks