Announcement: SOA releases passing candidate numbers for Spring 2025 FSA Exams released.

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  • U.S. Multiemployer Pension Plan Withdrawal Liability Basics and Collectibility

    U.S. Multiemployer Pension Plan Withdrawal Liability Basics and Collectibility A plain-language, high-level explanation of employer withdrawal liability issues, including how they grew to be ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • 2023-impact-session-7g

    The NAIC is attempting to transition to a new economic scenario generator. The process has been ongoing for several years and many interesting challenges have emerged along the way. Get an ...

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    • Authors: Society of Actuaries
    • Date: Jun 2024
    • Topics: Economics; Finance & Investments; Pensions & Retirement
  • 2023-impact-session-7h

    The Society of Actuaries Retirement Section Research Committee sponsored a research project on the impact of megatrends and paradigm shifts on retirement, retirement plan design and funding.

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    • Authors: Society of Actuaries
    • Date: Jun 2024
    • Topics: Pensions & Retirement
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update

    Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update This report is an update to a 2014 paper related to changes in the continually evolving pension risk ...

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    • Authors: Society of Actuaries
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
  • Aging and Retirement Consumer Focused Material

    Aging and Retirement Consumer Focused Material This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping ...

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    • Authors: Society of Actuaries
    • Date: Feb 2021
    • Topics: Pensions & Retirement
  • An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues

    An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • megatrends

    In this video, Steve Siegel, introduces a report titled “Megatrends Impacting the Future of Retirement Plans.” He explains how to access the report on the SOA website and discusses its initiation ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design; Public Policy
  • Disparities in Retirement Preparedness in the Gig Economy

    Disparities in Retirement Preparedness in the Gig Economy This research would provide facts that inform policymakers about the impact of the gig economy on workers’ retirement preparedness and ...

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    • Date: May 2022
    • Topics: Pensions & Retirement
  • 2022-max-health-span

    Planning for retirement is at the top of many minds. How do I save? When is the right time? What are my plans? But what are the impacts of your health on retirement? Learn more about the effects ...

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    • Authors: Howard Bolnick, Daniel Kotzen, Kevin Xiao
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Life Insurance; Pensions & Retirement
  • The Advice Challenge

    Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the ...

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    • Authors: Mark Shemtob
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks