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
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • SECURE Act 2019- A world of opportunities for annuity carriers
    SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans