Announcement: SOA releases May 2025 SRM Exam passing candidate numbers. 

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  • Late-in-Life Decisions Guide

    Late-in-Life Decisions Guide The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them ...

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    • Authors: Society of Actuaries
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Primer on Retirement Income Strategy Design and Evaluation

    The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during ...

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    • Authors: Geoff Warren, Gaurav Khemka, William Lim
    • Date: Jan 2023
    • 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: Society of Actuaries
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Aging and Retirement Issues for LGBTQ+ People

    Aging and Retirement Issues for LGBTQ+ People The SOA Research Institute’s Aging and Retirement Strategic Research Program is interested in a broad exploration of issues related to aging and ...

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    • Authors: Society of Actuaries
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Don’t Miss the Living to 100 Research Symposium

    Don’t Miss the Living to 100 Research Symposium Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium Mortality modeling, Retirement ...

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    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Expanding Horizons
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Medicare; Social Insurance>Social Security
  • American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans

    American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans This article addresses how the ARPA has lessened the financial burden on sponsors of corporate ...

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    • Authors: Patrick Ring
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning

    Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning This article focuses on retirement planning and ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • U.S. Insurance Market Gearing up for Retirement Push

    U.S. Insurance Market Gearing up for Retirement Push The first Baby Boomers turn 60 this year, which will begin a tidal wave of new retirees in the coming years. Unfortunately for these retirees, ...

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    • Authors: Robert Stone
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Pensions & Retirement
  • 2024-valact-session-5h

    Over the last few years, a significant amount of US annuity and pension business has been reinsured with offshore companies, both affiliated and non-affiliated. Hear experts discuss different ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Financial Reporting & Accounting; Pensions & Retirement
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? The SOA Retirement Section and Research Institute’s Aging and Retirement Strategic Research Program are pleased to make available material ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement