Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Perspective on the Diverse Risks Project
    Perspective on the Diverse Risks Project Article suggests future steps with regard to this project and ... and provides information on where to get the essays. Defined contribution plans;Payout annuities;Long-term ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • A Portfolio Approach to Retirement Income Security
    advisors should construct diversified portfolios of retirement income, allocating among various retirement ... This essay discusses the pros and cons of various retirement income generators and the issues with constructing ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Designing and Communicating Retirement Plans for "Humans"
    that the transition from DB to DC plans won't be complete until plan sponsors offer programs of retirement ... retirement income in their DC plans. The essay discusses the relevant actuarial and behavioral issues.

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation