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

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  • Employers Should Consider a Single Plan Document
    Employers Should Consider a Single Plan Document An “eligible combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary deferrals funded by ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • PPA and 2007 Pension Funding: What in the World Are We Waiting For?
    PPA and 2007 Pension Funding: What in the World Are We Waiting For? Article from Pension Section News, May 2007, No. 64, discusses the Pension Protection Act PPA and the related misconceptions.

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    • Authors: Brian C Donohue
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • Summary of Non-Routine Business by Board and Executive Committee, Four Months to October 31st
    Summary of Non-Routine Business by Board and Executive Committee, Four Months to October 31st Summary of the non-routine business transacted at meetings of the Executive Committee of the Society ...

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    • Authors: Myles Gray
    • Date: Dec 1980
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Professional associations; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans
  • Salary Scales
    Salary Scales This paper surveys the actuarial techniques connected with salary scale mathematics for the valuation of defined benefit pension plans. Followed by several discussion ...

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    • Authors: Kenneth Altman, Samuel Eckler, Ralph E Edwards, Raymond B Krieger, Robert J Myers, Walter Riese, Conrad Siegel, John B Stearns, Geoffrey N Calvert, William F Marples
    • Date: Apr 1962
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Experience Studies & Data; Modeling & Statistical Methods; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Public sector plans
  • American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans
    American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans This article addresses how the ARPA has lessened the financial burden on sponsors of corporate ...

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    • Authors: Patrick Ring
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • Impact of Mortality Change on U.S. Single Employer Pension Plan Funding
    Impact of Mortality Change on U.S. Single Employer Pension Plan Funding Study of the impact of IRS proposed mortality tables on private sector pension plan costs, including liabilities, ...

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    • Authors: Lisa Schilling, John Wiese
    • Date: Apr 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>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • Increased Interest in International Plans
    Increased Interest in International Plans Recently, we have seen renewed interest in the international (or “offshore”) pension plan. An international plan typically provides benefits for ...

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    • Authors: Carl Hansen
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020
    DB Pension Plans: 10 Considerations in Light of the Coronavirus Crisis of 2020 10 Considerations for DB Pension Plans in Light of the Coronavirus Crisis of 2020. The article discusses the ...

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    • Authors: Zorast Wadia
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension accounting; Pensions & Retirement>Pension risk transfer