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

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  • Interviews with Anna Rappaport and Tim Driver
    Interviews with Anna Rappaport and Tim Driver An Interview with John Cutler and An Enhanced Social Security Annuity Retirement ages;Phased retirement;Retirement policy;Defined benefit ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Retirement Section News, Issue 96,October 2018
    Retirement Section News, Issue 96,October 2018 Read the October 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Chairperson’s Corner
    Chairperson’s Corner Hear from the Chairperson on themes in the October Retirement Section News published by the Retirement Section. Pension policy;Retirement plans;Retirement planning 6442484934 ...

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    • Authors: Randall Dziubek
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • An Interview with John Cutler and An Enhanced Social Security Annuity
    An Interview with John Cutler and An Enhanced Social Security Annuity Discusses help those who do not have enough quarters of work to qualify for Social Security. Pension policy;Retirement plans; ...

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    • Authors: John Cutler
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Written Statement On Mandated Disclosure for Retirement Plan
    Written Statement On Mandated Disclosure for Retirement Plan A reprint of testimony Carol Bogosian made to the ERISA Advisory Council providing guidance on employee disclosures based on SOA post ...

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    • Authors: Carol Bogosian
    • Date: Feb 2018
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
  • Aging and Retirement Strategic Research Program Launching This Year
    Aging and Retirement Strategic Research Program Launching This Year Discusses the Strategic Research Program Initiative Task Force Pension policy;Retirement plans;Retirement planning 6442484941 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Retirement Section News, Issue 94, February 2018
    Retirement Section News, Issue 94, February 2018 Read the February 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium
    Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium Interview highlighting FINRA research and key points raised with regard to robo-advisors and spending down of ...

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    • Authors: Gary Mottola
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • DB Pension, 401(K), or Cash Balance? The Case of CalSTRS
    DB Pension, 401(K), or Cash Balance? The Case of CalSTRS Recent studies have suggested that teachers would be better off with DC or Cash Balance plans than with DB. Detailed data from CalSTRS ...

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    • Authors: William B Fornia, Nari Rhee
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy