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  • Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences?
    Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences? This project aims to understand pension participants’ investment and withdrawal behaviors and provide ...

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    • Authors: Society of Actuaries, Ze Chen, Chengfeng Weng
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • Managing the Impact of Long-Term Care Fast Facts
    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts
    Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts Fact sheet about the Employer Withdrawal Activity Overview: U.S. Multiemployer Pension Plans report. pension liabilities, ...

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    • Authors: Society of Actuaries
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Canadian Pensions
    Canadian Pensions This guide is a compilation of references providing an overview of the pension environment in Canada. It is designed to assist a non-pension practitioner or an actuary from ...

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    • Authors: Society of Actuaries
    • Date: Dec 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement
  • American Federation of Musicians Pension Stats
    American Federation of Musicians Pension Stats Statistics about funded status for musicians' multiemployer pension plan 6442476288 5/4/2017 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • SOA Pension Section Research Summary
    SOA Pension Section Research Summary This paper summarizes third millennium pension research available on the Society of Actuaries Website. The research is organized by categories. In some cases ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Assumptions and methods
  • Summary Report: Back Testing of Investment Performance by Asset Class
    Summary Report: Back Testing of Investment Performance by Asset Class This paper provides a summary of the report, Back Testing of Investment Performance by Asset Class. Pension plan assets; ...

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    • Authors: Society of Actuaries
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management
  • Databases Useful for Retirement Analysis
    Databases Useful for Retirement Analysis Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of ...

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    • Authors: Society of Actuaries
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Retirement Plan Preferences Survey
    Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Key Findings and Issues-Longevity
    Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks