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

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  • Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans
    Shocks, Unexpected Expenses and Financial Experiences of Older Americans Explores SOA and other research ... shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans
    Shocks, Unexpected Expenses and Financial Experiences of Older Americans Explores SOA and other research ... shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna Thinking about the Future of Retirement and of Employer Support for Retirement
    Thinking about the Future of Retirement and of Employer Support for Retirement Builds on the 2014 Pension ... content to focus on alternative views for the future of the pension system. Retirement plans;Retirement ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2015
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • The Future of Retirement in China - Research Brief
    The Future of Retirement in China - Research Brief The results of new research on the current state ... state and future opportunity of the retirement market in China. financial planning;longevity;retirement planning ...

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    • Authors: Lauren Finnie
    • Date: Aug 2017
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Retiree medical; Pensions & Retirement>Retirement risks
  • Measuring Success to Improve Long-Term Economic Security when DC Plans are Primary
    Measuring Success to Improve Long-Term Economic Security when DC Plans are Primary This essay ... Improve Long-Term Economic Security when DC Plans are Primary This essay focuses on elements of success in ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession; Pensions & Retirement>Retirement risks
  • Have You Hired Any 65-Year-Olds Lately?
    65-Year-Olds Lately? The editorial discusses the challenges and actuarial considerations of older workers remaining ... remaining in the workforce longer than they have in the past. phased retirement;retirement income;retirement ...

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    • Authors: Society of Actuaries, James Ramenda
    • Date: Aug 2014
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Implications of Longer Life Spans: What Does This All Mean to Us?
    Implications of Longer Life Spans: What Does This All Mean to Us? Transcript of General Session 1:Implications ... 1:Implications of Longer Life Spans: What Does This All Mean to Us? Mortality modeling;Predictive modeling; ...

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    • Authors: Society of Actuaries
    • Date: Jan 2008
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Demography>Longevity; Long-term Care; Pensions & Retirement>Retirement risks; Social Insurance
  • Time to Ditch the Three-Legged Stool Analogy for Retirement
    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all ... income, and then all other expenses from the liquidation of the endowment. Financial planning;Retirement ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management