Description: Table of contents

Description: This web page contains links to papers, articles and newsletters which are useful to the study of the principles of finance and their application to pension plans. Topics include accounting, assumptions/methods, actuarial standards, behavioral economics, design, financial economics, full funding, immunization, investments, minimum funding, market value, pension finance, PBGC, risk, and traditional defined benefit view. Most of the links are contained within an Excel workbook. For each document listed in the workbook, its abstract or a short synopsis is also included to help the user choose appropriate readings.

Description: This web page describes the 2017 Student Case Study Challenge.

Description: List of 2025 leadership for Retirement Section.

Description: Focusing on the topic of Principle Based Reserves (PBR), the SOA offers on-demand education. The PBR series consists of ten micro-lessons providing foundational education on PBR and requirements of VM-20.

Description: List of 2024 leadership for Reinsurance Section.

Description: The Society of Actuaries (SOA) works closely with its members and other organizations to identify and develop new tools and resources.

Description: This SOA e-course focuses specifically on your obligations to ensure that Actuarial Services performed by or under the direction of the Actuary satisfy applicable standards of practice.

Description: This e-course describes social insurance programs, their operation and the current issues they are facing.

Description: Get access to a wide array of retirement research.