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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  • 2013 Risks and Process of Retirement Survey

    A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy

  • Survey of Financial Perspectives and Retirement Planning for Solo-Agers

    Survey of Financial Perspectives and Retirement Planning for Solo-Agers This report explores the financial planning, support networks, health concerns, and use of technology among older adults ...

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Pensions & Retirement
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