Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Fintech and the Retirement Savings System

    Fintech and the Retirement Savings System The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a ...

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    • Authors: Society of Actuaries
    • Date: Jan 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The CPP Take-Up Decision: Risks and Opportunities

    The CPP Take-Up Decision: Risks and Opportunities This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the ...

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    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Impact of Family Structure on Aspects of Retirement

    Impact of Family Structure on Aspects of Retirement This is a call for essays on the impact of family structure on aspects of retirement. It provides background information, sample topics of ...

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    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 2023-china-symposium

    Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • Table 1, What Older Americans Do with their Time % Engaging in Various Activities by Age, The Actuary Magazine, April/May 2008 Volume 5 Number 2

    Table 1, What Older Americans Do with their Time % Engaging in Various Activities by Age, The Actuary Magazine, April/May 2008 Volume 5 Number 2 This table is an analysis of engagement among ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Pensions & Retirement
  • Moving Beyond the Limitations of Traditional Replacement Rates

    Moving Beyond the Limitations of Traditional Replacement Rates Replacement rates have historically been a tool to determine the adequacy of retirement income to maintain an individual’s standard ...

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    • Authors: Society of Actuaries, Bonnie-Jeanne MacDonald, Application Administrator
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • Retooling For Success in the Post-Retirement Market

    Retooling For Success in the Post-Retirement Market This article describes the opportunities for providing financial services for the near- and post-retirement market, particulary for the ...

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    • Authors: Steve Cooperstein
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Pensions & Retirement
  • Don’t Forget the Role of Families in Lifetime Financial Security

    Don’t Forget the Role of Families in Lifetime Financial Security Offers an overview of how family contributes to retirement security. Discusses transfers between generations, high-age issues, ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • The Impact of Recent Market Volatility on Financial and Retirement Planning

    The Impact of Recent Market Volatility on Financial and Retirement Planning Essay submission on impact of COVID-19 on retirement. Retirement planning,Retirement advice, Retirement income 8/6/2020 ...

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    • Authors: Toby White
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Impact of COVID-19 and the CARES Act on Retirement Readiness for American Workers

    The Impact of COVID-19 and the CARES Act on Retirement Readiness for American Workers 4/14/2021 12:00:00 AM ...
    • Authors: Daniel Cassidy
    • Date: Apr 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement