Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • The Withdrawal Liability Interest Rate Puzzle
    The Withdrawal Liability Interest Rate Puzzle Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer ...

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    • Authors: Hal Tepfer
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
    Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This is a summary of a multi-faceted research project focusing on how to help people better manage money ...

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    • Authors: Anna M Rappaport, Steven Vernon
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Why Glide Paths Should Evolve
    Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...

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    • Authors: Dimitry D Mindlin
    • Date: Jun 2022
    • Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
  • Optimizing QDIAs for Retirement
    Optimizing QDIAs for Retirement The article describes the factors that should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that in general ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks