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

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  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Optimizing Retirement Income Solutions in DC Retirement Plan Brief
    Optimizing Retirement Income Solutions in DC Retirement Plan Brief A brief summary of the four phase project on retirement income strategies, from development to implementing. Defined ...

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    • Authors: Society of Actuaries, Steven Vernon, Joseph Tomlinson, Wade D Pfau
    • Date: Nov 2016
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

    View Description

    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017