Announcement: SOA congratulates the new FSAs for June 2025 in Bangkok.

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  • Social Security Changes for 2023

    Social Security Changes for 2023 Summarizes and explains the COLA and wage-indexed changes in Social Security program parameters announced by the Social Security Administration on October 13, ...

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    • Authors: Bruce Schobel
    • Date: Oct 2022
    • Publication Name: In The Public Interest
    • Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security

    The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...

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    • Authors: Anna M Rappaport, Alan Newsome
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • The Withdrawal Liability Interest Rate Puzzle

    The Withdrawal Liability Interest Rate Puzzle Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer ...

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    • Authors: Hal Tepfer
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Pioneer: Claude Lamoureux—Tops In Pension Plans

    Pioneer: Claude Lamoureux—Tops In Pension Plans Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan. Canadian Institute of ...

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    • Authors: Sam Phillips
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Pensions & Retirement
  • Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning

    Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning Majority of Latin American Consumers Worry About Financial Security in ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Retirement risks
  • Social Insurance e-Course

    Social Insurance e-Course This e-course describes social insurance programs, their operation and the current issues they are facing. 009331 6442483492 1017 8/1/2018 12:00:00 AM Society of ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Social Insurance
  • best-of-both-worlds-defind-benefit-plans

    In recent years, there has been an uptick in new defined benefit plans and previously frozen plans have reopened to take advantage of surplus assets. However, few of these new plans are what we ...

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    • Authors: Lee Gold, Victor Harte
    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • ethics-retirement-actuaries

    This webcast will provide an overview of the types of ethical issues that pension actuaries may face throughout their careers and dive into specific examples of how to navigate and potential ...

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    • Authors: Margaret S Berger, Philip Helppi
    • Date: Oct 2024
    • Competency: Professional Values
    • Topics: Actuarial Profession; Pensions & Retirement
  • Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns

    Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns The Society of Actuaries (SOA) Research Institute released ...

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    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • The Financial Impact of Student Debt on Working and Retired Americans

    The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential ...

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    • Authors: Society of Actuaries
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks