Description: This report is prepared to provide a comprehensive overview of the professional financial advice industry including the strengths and weaknesses of currently available approaches to providing (and receiving) financial advice, particularly as part of an employer-sponsored employee benefit. Financial advice is broadly defined to include traditional methods as well as alternative methods to providing personalized guidance. This report is also designed to provide guidance for retirement plan sponsors in making decisions regarding the role, scope, and delivery models of financial advice to plan participants. As appropriate, the report differentiates between investment advice, which includes investment management and asset accumulation decisions, and retirement advice, which includes retirement preparation, security, and planning decisions, and is built upon a thorough understanding of an individual’s personal values and goals. Rather than provide an actionable list for plan sponsors to implement, this report is designed to raise awareness of the issues that are worth considering.

Description: The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report for its biennial survey, Risks and Process of Retirement.

Description: This page presents information for Exam Language Options.

Description: This page presents the food and beverage policy for exams.

Description: This is a study to perform a mortality analysis of the 1898-1902 birth cohort.

Description: A Delphi study was conducted to get input regarding current and future accelerated underwriting techniques and how those may impact future mortality exprience.

Description: During this session, the candidates for SOA President-Elect briefly share information about themselves and their backgrounds, answer prepared questions and respond to member questions. This is your opportunity to learn more about the candidates for 2017-2018 SOA President-Elect.

Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: The Society of Actuaries (SOA) is making changes to the Fundamentals of Actuarial Practice (FAP) e-Learning course beginning in January 2020.

Description: View ways for people to get involved in Initiative 18|11.