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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  • Interviewing Past Retirement Section Chairs

    Interviewing Past Retirement Section Chairs The article summarizes the work of three past Retirement Section Chairs, what they did and what they are currently doing for the 100th Anniversary ...

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    • Authors: Faisal Siddiqi
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Retirement Section News
    • 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
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies

    Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies This report is an update to a 2014 paper related to changes in the continually evolving pension risk transfer ...

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    • Authors: Timothy Geddes, Ivana Curguz, Jason Gratson
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
  • Aging and Retirement Issues for People of Different Races and Ethnicities-Introduction

    Aging and Retirement Issues for People of Different Races and Ethnicities-Introduction The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • RP-2014 Mortality Tables Report

    RP-2014 Mortality Tables Report This report presents a comprehensive review of recent mortality experience of uninsured private retirement plans in the United States. 6442457908 10/27/2014 12:00: ...

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    • Authors: Retirement Plans Experience Committee
    • Date: Oct 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: 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
  • CSP Retirement Benefit Case Study

    CSP Retirement Benefit Case Study Spring 2009 CSP Retirement Benefit case study Pension benefits; 19760 11/11/2008 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 2023-covid-19-experience-us-uk

    Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 and non-COVID-19 excess deaths impacted the populations differently. Discover the population ...

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    • Authors: David Lu , Carolyn Covington, Nina Han
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Economics; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance; Environment