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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  • Pension Section News, Issue 90, September 2016

    Pension Section News, Issue 90, September 2016 Read the September 2016 issue of Pension Section News published by the The Pension Section. Newsletters provide practical information for the ...

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    • Authors: Society of Actuaries
    • Date: Sep 2016
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
  • A Personal History of the Defined-Benefit Plan

    A Personal History of the Defined-Benefit Plan The author shares the story of his actuarial career and provides insight into the development of retirement today and the past and future of the ...

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    • Authors: Richard Edmund Berger
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Public Policy
  • PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans

    PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans Updated metrics for measuring financial stress among multiemployer pension plans in the United States. Defined benefit ...

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    • Authors: Society of Actuaries, Lisa Schilling
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Multi-employer plans
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • PPA and 2007 Pension Funding: What in the World Are We Waiting For?

    PPA and 2007 Pension Funding: What in the World Are We Waiting For? Article from Pension Section News, May 2007, No. 64, discusses the Pension Protection Act PPA and the related misconceptions.

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    • Authors: Brian C Donohue
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs

    Design and Actuarial Aspects of Deferred Retirement Option Programs, Appendix A: Survey of DROP Designs Appendix A presents, in table form, basic DROP design features in 24 different ...

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    • Authors: Society of Actuaries
    • Date: Jun 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • Group Variable Annuity Pension Plan

    Group Variable Annuity Pension Plan In this article the author responds the current defined benefit pension plan concepts that are being challenged and presents his proposal for revised plan ...

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    • Authors: Thomas Lowman
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?

    Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
  • Funded Status Measurements for U.S. Pensions

    Funded Status Measurements for U.S. Pensions Understanding U.S. defined-benefit plan annual funding notice definitions and what they are meant to represent is a key to understanding how “healthy” ...

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    • Authors: Zorast Wadia
    • Date: May 2013
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension legislation and regulation
  • Credibility Theory: An Application to Pension Mortality Assumptions

    Credibility Theory: An Application to Pension Mortality Assumptions Overview of a recently published paper that explains how credibility theory can be applied to develop mortality assumptions for ...

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    • Authors: Julie Curtis
    • Date: Feb 2018
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans