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

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  • Managing the Impact of Long-Term Care Fast Facts
    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Products, Tools, and Strategies that Address Retirement Risks
    Products, Tools, and Strategies that Address Retirement Risks Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • The Future of Retirement in China Fast Facts
    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Relationship of Marital Status to Financial Priorities of Five Generations of Americans
    Relationship of Marital Status to Financial Priorities of Five Generations of Americans This study extends provides insights into how married and partnered couples in five generations compare and ...

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    • Authors: Mathew Greenwald
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna: Evolution of Retirement and Risk Sharing Ideas
    Perspectives from Anna: Evolution of Retirement and Risk Sharing Ideas Provides perspective on how risk has been shared in a variety of retirement and insurance arrangements, and suggestions some ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Financial Fragility Across the Generations
    Financial Fragility Across the Generations This report develops a financial fragility index to determine how fragile Americans are and also to explore characteristics of the financially fragile.

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    • Authors: Mathew Greenwald
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Section News, June 2019, Issue 98
    Retirement Section News, June 2019, Issue 98 Read the June 2019 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the working ...

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    • Authors: Society of Actuaries
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Post-Retirement Experiences of Individuals 85+ Years Old Fast Facts
    Post-Retirement Experiences of Individuals 85+ Years Old Fast Facts Fact sheet about 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
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Optimizing Retirement Income Fast Facts
    Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income
    Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income The Society of Actuaries (SOA) and Stanford Center on ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks