Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • A Portfolio Approach to Retirement Income Security
    A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...

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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"
    Designing and Communicating Retirement Plans for "Humans" This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs ...

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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