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  • retirement-planning-middle-aged-adults

    This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through ...

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    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement
  • pension-de-risking

    In this webcast, we will overview the recent trends in the pension landscapes, as well as discuss investment solutions that assist with navigation through volatile market conditions. Learn more ...

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    • Authors: Timothy Boomer, Caroline Grandoit, Hugo Robert, Michael Hall
    • Date: Feb 2023
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Economics; Finance & Investments; Pensions & Retirement
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Economic Scenario Generators; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • 2023-financial-well-being-role-employers

    Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and ...

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    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Finance & Investments; Long-term Care; Pensions & Retirement
  • Pub-2016 Public Retirement Plans Mortality Tables

    Pub-2016 Public Retirement Plans Mortality Tables The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience ...

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    • Date: May 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Finance & Investments; Pensions & Retirement
  • impact-of-inflation-retirement

    Inflation can impact retirement and retirees in a variety of ways. With inflation as a reality in the current economic environment, the Society of Actuaries Research Institute's Aging and ...

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    • Authors: Ben Leiser, Anna M Rappaport, Sam Gutterman, Steven Siegel
    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics; Finance & Investments; Pensions & Retirement
  • 2024-alternative-investments-in-institutional-portfolios

    Are you interested in alternative investments and their role in professionally managed institutional portfolios? Join us for an engaging discussion that delves into the nature of alternative ...

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    • Authors: Amy Trainor
    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; General Insurance (Property & Casualty); Life Insurance; Pensions & Retirement
  • 2023-china-symposium

    Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • What Can Insurers and Pension Funds Learn from Bank Failures – Expert Panel Discussion

    What Can Insurers and Pension Funds Learn from Bank Failures – Expert Panel Discussion Over a short span of two weeks, the financial system has observed the collapse of two mid-sized U.S.

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    • Authors: Gwen Weng, Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension investments & asset liability management
  • Investment and Retirement Advice – A Guide for Employers

    Investment and Retirement Advice – A Guide for Employers The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers ...

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    • Authors: Linda Koco
    • Date: Nov 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement
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