Academy Resources
Browse our library of content, developed to support your professional growth and help you navigate the complexities of actuarial practice with confidence.
Sort By: Date
Social Security Committee Sends Letter to Congress on Social Security Challenge, Urgency of Reform to Protect Americans
The Social Security Committee sent a letter to Members of Congress offering insights on the Social Security Challenge. DownloadDate Published: 03/30/2023
Intersector Group Releases January Meeting Notes with Treasury and IRS
Intersector Group notes from January 2023 conference call with Department of the Treasury and Internal Revenue Service. Download
Topics: Retirement
Date Published: 03/24/2023
Intersector Group Releases January Meeting Notes With PBGC
Intersector Group notes from January 2023 conference call with Pension Benefit Guaranty Corporation. Download
Topics: Retirement
Date Published: 03/24/2023
Essential Elements: Raising the Social Security Retirement Age
The Academy has released an Essential Elements paper based on the Social Security Committee’s March 2022 issue brief Raising the Social Security Retirement Age. The retirement age is a key… DownloadDate Published: 03/21/2023
Public Plans Committee Releases Practice Note on Fixed Rate Pension Funding
The Public Plans Committee published a practice note detailing considerations for working with public defined benefit pension plans that use fixed rate funding. DownloadDate Published: 02/09/2023
Practice Note
Public Plans Committee Practice Note on Fixed Rate Pension Funding
Practice note providing information to actuaries on current and emerging ideas for working with public defined benefit pension plans that use fixed rate funding. DownloadDate Published: 02/09/2023
Practice Note
Committee Finalizes Practice Note on Modeling for Pension Actuaries
The Pension Committee updated and finalized a previously exposed draft public policy practice note providing background and ideas about how a pension actuary might comply with ASOP No. DownloadDate Published: 01/19/2023
Practice Note
Practice Note on Modeling for Pension Actuaries
Pension Committee public policy practice note providing background and ideas about how a pension actuary might comply with ASOP No. 56, Modeling. DownloadDate Published: 01/19/2023
Practice Note
Selecting and Documenting Mortality Assumptions for Pensions
Pension Committee public policy practice note, Selecting and Documenting Mortality Assumptions for Measuring Pension Obligations, updating a 2015 practice note, revised to reflect updated Actuarial… DownloadDate Published: 01/19/2023
Committee Extends Ideas to PBGC regarding Special Financial Assistance Application Process for Non-Priority Plans
The Multiemployer Plans Committee sent a letter to the Pension Benefit Guaranty Corporation (PBGC) advancing ideas about the Special Financial Assistance (SFA) application process, in regard to the… Download
Topics: Retirement
Date Published: 01/12/2023
Comment / Letter
Letter to PBGC on Special Financial Assistance Application Process for Non-Priority Plans
Multiemployer Plans Committee letter to Pension Benefit Guaranty Corporation (PBGC) advancing ideas regarding the Special Financial Assistance (SFA) application process for non-priority plans. Download
Topics: Retirement
Date Published: 01/12/2023
Comment / Letter
Multiemployer Plans Committee Comment Letter to PBGC on Proposed Rule Regarding Actuarial Assumptions for Determining an Employer’s Withdrawal Liability
Multiemployer Plans Committee comment letter to Pension Benefit Guaranty Corporation (PBGC) submitted in response to PBGC’s request for information on its proposed rule regarding a withdrawing… Download
Topics: Retirement
Date Published: 12/13/2022
Committee Comments on Proposed Rule Regarding Multiemployer Plan Withdrawal Liability
The Multiemployer Plans Committee submitted comments to the Pension Benefit Guaranty Corporation (PBGC) on its proposed rule about interest rate assumptions regarding a withdrawing employer’s… Download
Topics: Retirement
Date Published: 12/13/2022
Committee Releases Practice Note on Difficult-to-Value Plan Provisions
The Pension Committee published a practice note, Measuring Pension Obligations for Difficult-to-Value Plan Provisions, providing information to actuaries on current or emerging practices regarding… Download
Topics: Retirement
Date Published: 12/09/2022
Practice Note
Practice Note on Difficult-to-Value Provisions of Defined Benefit Plans
Pension Committee Practice Note on Measuring Pension Obligations for Difficult-to-Value Plan Provisions. Download
Topics: Retirement
Date Published: 12/09/2022
Comment / Letter
Committee Comments to U.S. House and Senate Leaders on Bipartisan Retirement Legislative Proposals
Comment letter from the Pension Committee and Retirement Policy and Design Evaluation Committee on provisions included in the Securing a Strong Retirement Act of 2022 (SECURE 2.0), the EARN Act, and… Download
Topics: Retirement
Date Published: 12/07/2022
PPC Committees Release Discussion Brief on Augmented Mortality
Members of the Pension, Multiemployer, and Public Plans Committees published a discussion brief intended to familiarize actuaries with commonly used approaches and considerations when dealing with… Download
Topics: Retirement
Date Published: 10/14/2022
Cross-Committee Discussion Brief on Actuarial Considerations When Using Augmented Mortality Models
Discussion brief authored by members of Pension, Multiemployer, and Public Plans Committees detailing approaches and complexities of using augmented pension mortality assumptions. Download
Topics: Retirement
Date Published: 10/14/2022
Issue Brief
Social Security Committee Releases Issue Brief on Social Security Reform: Benefit Formula Options
The Academy’s Social Security Committee released an issue brief that explores a wide variety of proposals made over the years for changing the formulas for determining benefits by members of… DownloadDate Published: 08/31/2022
Issue Brief
Social Security Committee Releases Issue Brief on Social Security Reform: Taxation Options
The Academy’s Social Security Committee released an issue brief that explores a wide variety of proposals made over the years for increasing the system’s revenue by members of Congress,… DownloadDate Published: 08/31/2022
Issue Brief
Lifetime Income Risk Joint Committee Releases Issue Brief on Various Types of Insured Annuities
The Academy’s Lifetime Income Risk Joint Committee released an issue brief that provides a discussion of the various types of insured annuities available to individuals and their potential uses, as… DownloadDate Published: 08/31/2022
Issue Brief
Social Security Committee Releases One-pager to Accompany Issue Brief on the 2022 Social Security Trustees Report
The Academy’s Social Security Committee has released a one-pager to accompany its issue brief on the 2022 Social Security Trustees Report examining the latest detailed annual assessment by the… DownloadDate Published: 08/17/2022
Policy Paper
Actuarial Organizations&
Actuarial Organizations’ Collaborative Intersector Group Releases Notes from Meeting With Treasury and IRS The Intersector Group published notes from its May 2022 conference call with the Treasury… Download
Topics: Retirement
Date Published: 06/24/2022
Issue Brief Examines 2022 Social Security Trustees Report
The Social Security Committee released an issue brief on the 2022 Social Security Trustees Report examining the social insurance program’s long-term solvency issues. DownloadDate Published: 06/16/2022
Report
An Actuarial Perspective on the 2022 Social Security Trustees Report
Social Security Committee issue brief on 2022 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency. DownloadDate Published: 06/16/2022