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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  • The Role of Illiquid Investments in Pension Plans

    The Role of Illiquid Investments in Pension Plans Research the impact of illiquid investments on pension plan funding, design, and risk management strategies. Background and Purpose Pension plans ...

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    • Date: Sep 2025
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Pensions & Retirement
  • 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
  • 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
  • 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
  • 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
  • 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
  • Summary of defined contribution research reports

    Summary of defined contribution research reports Summary of defined contribution research reports, including research category and target audience. Financial Security, Defined Contribution 5/5/ ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Understanding and Managing Post Retirement Risks reports

    Understanding and Managing Post Retirement Risks reports A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks. Retirement risk, ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Indexed Variable Annuities: The Next Product Frontier for the U.S. Annuity Market

    Indexed Variable Annuities: The Next Product Frontier for the U.S. Annuity Market Indexed variable annuities (IVAs)—also known as “structured” or “buffer” annuities—are a relatively new product ...

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    • Authors: Simpa Baiye, Robert Humphreys, David Knipe
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Pensions & Retirement
  • Retirement Section News, June 2020, Issue 103

    Retirement Section News, June 2020, Issue 103 Read the June 2020 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 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement