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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  • Chairperson's Corner

    Chairperson's Corner Marcus highlights the council’s activities during the 2009-2010 council year, and gives a well deserved thanks to the SOA staff and the members of the council and its ...

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    • Authors: Marcus Robertson
    • Date: Dec 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession
  • Payouts from Defined Contribution Plans: A Collective Risk-Sharing Framework

    Payouts from Defined Contribution Plans: A Collective Risk-Sharing Framework Outlines a collective structure that can be used to convert a lump sum payout into a lifetime income stream, with a 2% ...

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    • Authors: Rowland Davis
    • Date: Jan 2014
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Pension Section News
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Payout annuities
  • Azita Bassigi

    Azita Bassigi The article discusses the goals of the section. 6442455237 5/1/2014 12:00:00 AM ...

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    • Authors: Azita Bassiji
    • Date: May 2014
    • Publication Name: Pension Section News
  • This is the regular column written by the editor with information about the newsletter.

    This is the regular column written by the editor with information about the newsletter. This is the regular column written by the editor with information about the newsletter 6442457560 9/1/2014 ...

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    • Authors: Philip McCaulay
    • Date: Sep 2014
    • Publication Name: Pension Section News
  • Chairperson's Corner

    Chairperson's Corner this article talks about the activities of the section research ;professional development 6442464088 9/1/2015 12:00:00 AM ...

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    • Authors: Aaron Weindling
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Professional development
  • Using Sound Actuarial Principles to Better Manage Retirement Finances

    Using Sound Actuarial Principles to Better Manage Retirement Finances The author encourages the use of sound actuarial principles to develop reasonable retirement spending budgets instead of rule ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • The 401(k) As A Lifetime Financial Wellness Instrument

    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Sep 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement Income Security: Why Individual Account DC Plans Are Not The Answer (But Also What Is)

    Retirement Income Security: Why Individual Account DC Plans Are Not The Answer (But Also What Is) This paper attempts to distill from these various models a practical application of the key ...

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    • Authors: Robert Brown
    • Date: Sep 2013
    • Publication Name: Pension Section News
  • Response to authors comments on Presenting Market Value Liabilities for Public Employee Retirement Systems

    Response to authors comments on Presenting Market Value Liabilities for Public Employee Retirement Systems Response to David Kausch’s comments on the paper. Pension plan governance;Employer ...

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    • Authors: Robert North
    • Date: Jan 2017
    • Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Pension Section News
    • Topics: Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systemic risk; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management; Public Policy
  • Impact of Running Out of Money Roundtable: Ideas Provided

    Impact of Running Out of Money Roundtable: Ideas Provided Joe Tomlinson provides insights on this issue. ; By Joe Tomlinson In March 2012, I participated in a Washington D.C. roundtable on the ...
    • Date: Nov 2012
    • Competency: Results-Oriented Solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks