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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  • Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings

    Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings This paper examines the following three questions by reviewing literature that identifies and evaluates the ...

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    • Authors: Robert Brown, Bruce Jones, Mary Hardy, Bonnie-Jeanne MacDonald, TODD RICHARD MORRISON
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do

    A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research ...

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    • Authors: Anna M Rappaport
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Mortality - Demography; Demography>Gender factors; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • 2024-impact-virtual-session-3b

    What are the recent expectations of long-term trends in mortality? What are the limits to improvements in longevity? Join us as we review the factors impacting U.S. population mortality in the ...

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    • Authors: Society of Actuaries
    • Date: May 2025
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • 2024-impact-session-8e

    Come check out case studies regarding ethical dilemmas faced by actuaries in their day-to-day practice. You'll participate in an interactive discussion as presenters explore solutions to ...

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    • Authors: Society of Actuaries
    • Date: May 2025
    • Topics: Actuarial Profession; Pensions & Retirement
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Overview

    Retirement Implications of Demographic and Family Change Symposium Monograph: Overview Overview of the papers presented at the Retirement Implications of Demographic and Family Change Symposium ...

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    • Authors: Neela Ranade
    • Date: Jun 2002
    • Competency: Communication>Oral communication; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement; Public Policy
  • Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future

    Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future How does retirement preparedness in ...

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    • Authors: Andrew Larocque, Patricia E Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • living-to-100-s03c

    Mortality Model Selection and Combination in RAlternative approaches for selecting mortality models and forecasting mortality have been proposed. The usual practice is to base mortality forecasts ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • living-to-100-s02a

    "Living to 100 in the time of COVID-19: A Study of Late –Life Mortality Trajectories, Leonid A. Gavrilov, Ph.D., Natalia S. Gavrilova, Ph.D., Academic Research Centers, NORC at the University ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • PBGC Retirement Plans Mortality Study

    PBGC Retirement Plans Mortality Study This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience. The study consists of data furnished by the PBGC for the time period of ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
  • Impact of COVID-19 on Family Dynamics in Retirement

    Impact of COVID-19 on Family Dynamics in Retirement This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement