Announcement: SOA releases March 2025 Exam FAM passing candidate numbers.

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  • Changing the Retirement Advice Conversation

    Changing the Retirement Advice Conversation Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The Risks of Driverless Investing

    The Risks of Driverless Investing Many experts tout the benefits of index investing, but history tells us that when enough investors do the same thing it tends to end badly. Stay tuned! ...

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    • Authors: Max Rudolph
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Topics: Finance & Investments>Investment strategy - Finance & Investments
  • AI as a Principal Driver of Mortality Improvement

    AI as a Principal Driver of Mortality Improvement This is a collection of essays from the Society of Actuaries Research Institute, focusing on the potential impact of AI on human longevity and ...

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    • Authors: Gordon Woo
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge
  • Financial Wellness Essay Collection - Introduction

    Financial Wellness Essay Collection - Introduction This collection of essays provides a thought-provoking array of views and perspectives related to Financial Wellness. Financial wellness; ...

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    • Authors: Steven Siegel
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge
  • What Makes a Workplace Financial Wellness Program Successful

    What Makes a Workplace Financial Wellness Program Successful International Foundation of Employee Benefit Plans research shows that financial education programs succeed when customized to and ...

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    • Authors: Julie Stich
    • Date: Apr 2017
    • Competency: Communication
    • Topics: Finance & Investments
  • A Facilitated Free Market Approach

    A Facilitated Free Market Approach This paper discussed providing consumers of medical care with transparent and comparable price and quality information to enable them to make economically ...

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    • Authors: Tim Maroz
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy
  • The Necessity of Risk Management Culture and Incentive Pay

    The Necessity of Risk Management Culture and Incentive Pay Essays advocating for incentive compensation linked to the level of risk in an organization. ERM;Operational risks;Corporate governance ...

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    • Authors: Etti G Baranoff
    • Date: Jun 2013
    • Competency: Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Investment Fallacies e-book

    Investment Fallacies e-book Investment Fallacies: The "Dollar Bill" Fallacy currency risk;investment policy;investment risk;financial management;financial planning;risk ...

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    • Authors: Society of Actuaries, Gary Thomas
    • Date: Sep 2014
    • 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: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
  • Effects of Ephemeral Mass Unemployment

    Effects of Ephemeral Mass Unemployment Essay submission on impact of COVID-19 5/21/2020 12:00:00 AM ...

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    • Authors: H Lund
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection

    Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement