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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  • Searching for Revenue in a Very Wrong Place

    Searching for Revenue in a Very Wrong Place Congress once again turns to defined benefit pension plans as a misguided source for financing programs that have nothing to do with retirement.

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    • Authors: Mitchell Serota
    • Date: May 2014
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Economic value

  • Retirement: Choosing Between Bismarck and Copernicus

    Retirement: Choosing Between Bismarck and Copernicus Top down approach to retirement results in wasting the human capital of retirees. We should concentrate, instead on allowing our clients to ...

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    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News; Risk Management
    • Topics: Annuities>Product development - Annuities; Pensions & Retirement>Plan design; Public Policy
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