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

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  • 2023-prod-dist-innovation

    Learn about the innovations of life and health products around the world. Expect to focus on: 1. Product development and pricing innovation in APAC region. 2. The Insurtech ecosystem creating new ...

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    • Authors: Maria Zou, Jonathan Bondy, Lin Zhao, Nina Han
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Global Perspectives; Health & Disability; 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
  • The Advice Challenge

    Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the ...

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    • Authors: Mark Shemtob
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks
  • 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
  • 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
  • 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
  • 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
  • Impact of COVID-19 on Retirement Risks

    Impact of COVID-19 on Retirement Risks As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Spotlight on Retirement: Latin America

    Spotlight on Retirement: Latin America Retirement market study of Latin America in English. February, 2020 The Society of Actuaries (SOA) and LIMRA jointly commissioned this research in Latin ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • 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