Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • 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
  • Chairperson talks about the activities of the section.
    Chairperson talks about the activities of the section. Chairperson talks about the activities of the section. prediction;forecast;assumptions;standards of practice 6442457424 8/1/2014 12:00:00 AM ...

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    • Authors: Society of Actuaries, Barry Franklin
    • Date: Aug 2014
    • Competency: Professional Values
    • Publication Name: Risk Management
    • Topics: Actuarial Profession>Standards of practice; Modeling & Statistical Methods>Forecasting; Pensions & Retirement>Assumptions and methods
  • research-2014-retire-survey-findings
    research-2014-retire-survey-findings This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • A View from the SOA's Staff Fellow for Retirement
    A View from the SOA's Staff Fellow for Retirement This article provides a summary of the Actuarial Standards Board work and hearing evaluating whether a new ASOP is needed for public ...

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    • Authors: Andrew Peterson
    • Date: Sep 2015
    • Competency: Professional Values
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Public sector plans
  • Session 192: Ethics for the Retirement Actuary
    Session 192: Ethics for the Retirement Actuary Experienced actuaries will discuss various ethical problems faced by retirement actuaries in everyday practice. Actuaries practicing in other ...

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    • Authors: Marcus Robertson, Scott McManus, John Deinum
    • Date: Mar 2020
    • Competency: Professional Values
    • Topics: Actuarial Profession; Actuarial Profession>Ethics; Pensions & Retirement; Pensions & Retirement>Corporate plans
  • The Art of the Expert Witness
    The Art of the Expert Witness From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 Discussion of expert witness testimony, the process involved in ...

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    • Authors: Michael Conefry, Colin Southcote-Want
    • Date: May 2000
    • Competency: Communication>Active listening; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Professional Values; Professional Values>Ethical standards; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; Pensions & Retirement
  • Post Retirement Experiences of Individuals over 85 Years Old
    Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/7/2016 ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    Post-Retirement Experiences of Individuals Retired for 15 Years or More Post-Retirement Experiences of Individuals Retired for 15 Years or More Retirement planning;Retirement Income;Financial ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
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