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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  • Reaching Guaranteed Lifetime Income: Tackling Nine Misconceptions - Fact Sheet

    Reaching Guaranteed Lifetime Income: Tackling Nine Misconceptions - Fact Sheet This article discusses the importance of guaranteed lifetime income, such as an annuity, as part of overall ...

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    • Authors: Kim McKeown
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • In the Beginning... A Column Devoted to Tax Basics

    In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...

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    • Authors: Michael L Hadley
    • Date: Oct 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
  • Social Security Changes for 2024

    Social Security Changes for 2024 Summary of the annual cost-of-living adjustment and changes in other wage-indexed programs parameters for Social Security in 2024. Retirement income, retirement ...

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    • Authors: Bruce Schobel
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • The Actuary Magazine, April/May 2005 - Understanding of Retirement Security

    The Actuary Magazine, April/May 2005 - Understanding of Retirement Security This article is based on a report titled Public Misconceptions About Retirement Security, which is a project of the ...

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    • Authors: Eric Sondergeld
    • Date: Apr 2005
    • Competency: Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • Retirement 20/20: Looking Back and Looking Forward

    Retirement 20/20: Looking Back and Looking Forward This article provides a Retirement 20/20 update. Retirement 20/20; Retirement 20/20: Looking Back and Looking Forward By Kelley McKeating, FSA, ...

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    • Authors: Kelley McKeating
    • Date: Sep 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement
  • Social Security Coverage for Employees of State and Local Governments

    Social Security Coverage for Employees of State and Local Governments This article introduces the special rules that apply to employees of state and local governments that choose to be covered by ...

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    • Authors: Bruce Schobel
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement; Social Insurance>Postemployment benefits; Social Insurance>Social Security
  • Retirement 20/20 Update - The Measurement Framework

    Retirement 20/20 Update - The Measurement Framework Actuaries have been thinking about how to improve North American retirement systems in big and small ways for a number of years. This web page ...

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    • Authors: Barnet N Berin, Cynthia Levering
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement
  • Chairperson's Article

    Chairperson's Article This article discusses the goals of the section. pension benefits;mortality risk;investment risk;pension policy 6442459649 1/1/2015 12:00:00 AM ...

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    • Authors: Aaron Weindling
    • Date: Jan 2015
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement
  • Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective

    Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective Feature article describing the next steps people should take after they are ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Measuring Fair Value for Participation Units of Stable Value Pooled Funds

    Measuring Fair Value for Participation Units of Stable Value Pooled Funds Measuring Fair Value for Participation Units of Stable Value Pooled Funds Asset valuation;Book value;Defined benefit ...

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    • Authors: Paul Donahue
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Investments; Pensions & Retirement