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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  • Written Statement On Mandated Disclosure for Retirement Plan

    Written Statement On Mandated Disclosure for Retirement Plan A reprint of testimony Carol Bogosian made to the ERISA Advisory Council providing guidance on employee disclosures based on SOA post ...

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    • Authors: Carol Bogosian
    • Date: Feb 2018
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy

  • Aging and Retirement Strategic Research Program Launching This Year

    Aging and Retirement Strategic Research Program Launching This Year Discusses the Strategic Research Program Initiative Task Force Pension policy;Retirement plans;Retirement planning 6442484941 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy

  • Retirement Section News, Issue 94, February 2018

    Retirement Section News, Issue 94, February 2018 Read the February 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy

  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program

    The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) plans; Financial ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy

  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy; Public Policy

  • Social Security Changes for 2025

    Social Security Changes for 2025 Description of US Social Security COLA effective December 2024 and other automatic adjustments effective for 2025 Public policy, public pensions By Bruce D.

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    • Authors: Bruce Schobel
    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Public Policy; Public Policy; Public Policy

  • Chairperson’s Corner

    Chairperson’s Corner Hear from the chairperson on themes in the May 2017 Pension Section News published by the Pension Section. Pension policy;Retirement plans;Retirement planning 6442475472 2/1/ ...

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    • Authors: Grace Katherine Lattyak
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy

  • An Update from the Retirement Plans Experience Committee

    An Update from the Retirement Plans Experience Committee Update on the activities of the Retirement Plans Experience Committee Pension policy;Retirement plans;Retirement planning 6442475473 2/1/ ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy

  • Retirement Readiness: A Rocky Road in Canada

    Retirement Readiness: A Rocky Road in Canada A look at recent changes to Canada's social security system - the politics, stakeholder views and implications for retirement readiness.

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    • Authors: Geoffrey E Melbourne
    • Date: Sep 2016
    • Competency: Professional Values>Public interest representation
    • Publication Name: International News
    • Topics: Public Policy

  • Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium

    Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium Interview highlighting FINRA research and key points raised with regard to robo-advisors and spending down of ...

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    • Authors: Gary Mottola
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
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