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 Staff Fellow introductory column with discussion of the role of actuaries for defined contribution plans and recently released research on ...

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    • Authors: Society of Actuaries
    • Date: Jun 2019
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Chairpersons Corner

    Chairpersons Corner What risks should ERM actuaries be working on? 6/5/2019 12:00:00 AM ...

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    • Authors: Mario E DiCaro
    • Date: Jun 2019
    • Competency: Communication; Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • Spreadsheet Controls Add Risk Resilience

    Spreadsheet Controls Add Risk Resilience This article, Spreadsheet Controls Add Risk Resilience, spotlights why spreadsheets have stood the test of time and how they help contribute to an ...

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    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: CompAct
    • Topics: Enterprise Risk Management
  • Replacement Ratio: The Dinosaur of Retirement Planning

    Replacement Ratio: The Dinosaur of Retirement Planning Describes the challenges of using replacement ratios for retirement planning and suggests alternative approaches including spending ...

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    • Authors: R Inglis
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Post retirement risks
  • LB&I Directive Provides Safe Harbor for AG43 and PBR for Pre-TCJA Years

    LB&I Directive Provides Safe Harbor for AG43 and PBR for Pre-TCJA Years This article Provides a description of an IRS Directive that provides a safe harbor tax reporting position for computing ...

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    • Authors: Samuel A Mitchell, Arthur C Schneider
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Guaranteed living benefits; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees
  • Chasing Down the Rebalancing Premium

    Chasing Down the Rebalancing Premium This article speculates on the presence and magnitude of the benefits attributable to regular rebalancing of one's investment portfolio. It surveys the ...

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    • Authors: Anson Glacy
    • Date: Sep 2020
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments; Finance & Investments>Asset allocation
  • An Important Matter Related to Combination Life/LTC Insurance Products

    An Important Matter Related to Combination Life/LTC Insurance Products Recommendation to measure the risk for the components of combination Life/LTC products. 4/14/2020 12:00:00 AM ...

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    • Authors: Bruce Stahl, Elizabeth Dinc, Brian F Kelly
    • Date: Apr 2020
    • Competency: Strategic Insight and Integration
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care combination products
  • Bringing Risk Appetite Into Strategy

    Bringing Risk Appetite Into Strategy This article from A Year in the Life of the Strategic CRO series explains how to enhance the risk appetite to better support business planning discussions.

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    • Authors: Paul Simmons
    • Date: Feb 2020
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • Twelfth Annual Survey of Emerging Risks

    Twelfth Annual Survey of Emerging Risks Article provides a brief summary of the highlights from a survey completed in fall 2018 covering Emerging Risks. This is the 12th iteration of the survey ...

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    • Authors: Max Rudolph
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management; Enterprise Risk Management>Risk categories
  • Twelfth Annual Survey of Emerging Risks

    Twelfth Annual Survey of Emerging Risks Article provides a brief summary of the highlights from a survey completed in fall 2018 covering Emerging Risks. This is the 12th iteration of the survey ...

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    • Authors: Max Rudolph
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management; Enterprise Risk Management>Risk categories