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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  • A View from the SOA’s Staff Fellow for Retirement

    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
  • Perspectives of Plan Sponsors and Service Providers on Retirement Payout and Support Options: An Interview with Neil Lloyd

    Perspectives of Plan Sponsors and Service Providers on Retirement Payout and Support Options: An Interview with Neil Lloyd Feature article highlighting the thoughts of Neil Lloyd, who is ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Seminar on Current Issues in Retirement Benefits in India

    Seminar on Current Issues in Retirement Benefits in India This article provides a brief summary of the October 25-26, 2010 Institute of Actuaries of India's Seminar on Current Issues in ...

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    • Authors: Alan Cooke
    • Date: Apr 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Global Perspectives; Pensions & Retirement
  • Insights on Spending and Asset Management in Retirement

    Insights on Spending and Asset Management in Retirement This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use ...

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    • Authors: Anna M Rappaport
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Future of Retirement in China Fast Facts

    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
  • Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts

    Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
  • Will Retirement Change Due to COVID-19?

    Will Retirement Change Due to COVID-19? Essay submission on impact of COVID-19 on retirement. 7/10/2020 12:00:00 AM ...

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    • Authors: Linda Koco
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Classification of Risk-Sharing in Pension Plans-Canadian Practices and Possibilities Fast Facts

    Classification of Risk-Sharing in Pension Plans-Canadian Practices and Possibilities Fast Facts Summary sheet of the report Classification of Risk-Sharing in Pension Plans-Canadian Practices and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Financial Perspectives on Aging and Retirement Across the Generations

    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement