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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams 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
  • Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach
    Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach Excellent big picture view for planning a social insurance system with pay-as-you-go, required self-funded, and voluntary ...

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    • Authors: Michael Cohen
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Actuarial Profession>Best practices; Annuities; Demography; Economics>Macroeconomics; Finance & Investments; Global Perspectives; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector 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
  • Don't Forget the Role of Families in Lifetime Security
    Don't Forget the Role of Families in Lifetime Security This article focuses on the family as part of the lifetime security safety net. It looks at several issues, research and ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Mortality in Social Security Actuarial Projections
    Mortality in Social Security Actuarial Projections Highlights from the Social Security & Mortality panel at the 2017 Living to 100 Symposium - actuaries responsible for projections in the ...

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    • Authors: Sam Gutterman
    • Date: Aug 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: In The Public Interest
    • Topics: Demography>Longevity; Experience Studies & Data>Mortality
  • Update to The “Living Longer” Article By Sam Gutterman
    Update to The “Living Longer” Article By Sam Gutterman Mortality rates 6442459291 2/1/2015 12:00:00 AM ...
    • Authors: Sam Gutterman
    • Date: Feb 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Mortality - Demography; Experience Studies & Data>Mortality; Social Insurance>Social Security
  • Exploring New Actuarial Ideas and Applications through Research
    Exploring New Actuarial Ideas and Applications through Research Society of Actuaries research efforts currently in development Predictive modeling;Data mining=Big data;Analytics and informatics ...

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    • Authors: R. Dale Hall
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Demography>Longevity; Technology & Applications>Analytics and informatics
  • Reinsurance Challenges And Opportunities Of The Future
    Reinsurance Challenges And Opportunities Of The Future The article is based on a range of industry insights, and provides readers with a broad overview of the emerging markets, industry trends, ...

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    • Authors: Marianne Lehnis
    • Date: Nov 2017
    • Competency: Leadership>Change management; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Demography>Population data; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance
  • Living to 100 Symposium a Big Success!
    Living to 100 Symposium a Big Success! By Tom EdwaldsTom Edwalds provides a Summary of a sampling of papers and talks presented at the 2014 Living to 100 Symposium. ; By Tom Edwalds The fifth ...
    • Authors: Thomas Edwalds
    • Date: Apr 2014
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Expanding Horizons
    • Topics: Demography>Longevity