Academy Resources

Browse our library of content, developed to support your professional growth and help you navigate the complexities of actuarial practice with confidence.

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Issue Brief

Defined Contribution Committee Releases Issue Brief and Executive Summary on Decumulation Strategies

The Academy’s 2025 issue brief, Decumulation Strategies: Creating Lifetime Income from Defined Contribution Plans, outlines the insured and non-insured options available through… Download
Date Published: 03/27/2025
Comment / Letter

Practice Councils Comment to ASB on ASOP No. 41

The Casualty Practice Council, Health Practice Council, and Retirement Practice Council sent comments to the Actuarial Standards Board (ASB) on the second exposure draft of Actuarial Standard of…
Date Published: 03/14/2025
Comment / Letter

RPC Letter to the House Budget Committee on the PBGC Premium Due Date

The Retirement Practice Council’s Pension Committee sent a letter to the House Budget Committee to ask that the Committee consider modifying the due date of the 2025 Pension Benefit Guarantee… Download
Topics: Retirement
Date Published: 03/11/2025

RPC Comments to House Budget Committee on PBGC Premiums

The Retirement Practice Council’s Pension Committee sent a letter to the House Budget Committee asking it to consider modifying the due date of the 2025 Pension Benefit Guaranty Corporation (PBGC)… Download
Topics: Retirement
Date Published: 03/11/2025
Resource

Applicability Guidelines for Actuarial Standards of Practice

Introduction to the Applicability Guidelines Actuarial Standards of Practice.  The Actuarial Standards Board (ASB) sets standards for appropriate actuarial practice in the United States… Download
Comment / Letter

Importance, Benefits, and Responsibilities of Volunteering

Importance of Volunteering The American Academy of Actuaries is the voice of U.S. actuaries on public policy and professionalism issues, bringing together all the specialties within the…
Issue Brief

RPADE Releases Issue Brief on CDC Plans

The Retirement Policy and Design Evaluation Committee released an issue brief, Collective Defined Contribution Plans. The issue brief defines Collective Defined Contribution (CDC) plans broadly,… Download
Topics: Retirement
Date Published: 09/24/2024
Issue Brief

Issue Brief Lays Out Information to Help Assess Value of Pension Buyouts

The Public Plans Committee released an issue brief, Public Pension Plans: Helping Members Evaluate Buyout Programs and Other Lump Sums. The issue brief suggests critical information that would… Download
Date Published: 09/11/2024
Policy Paper

Issue Paper—Immigration and Social Security

The Social Security Committee has released a public policy issue paper, Immigration and Social Security. Immigration is a crucial component to the trajectory of the financial condition of the… Download
Policy Paper

Pension Committee Releases Major Issue Paper on ERISA

The Pension Committee released an issue paper, ERISA: 50 Years of Shaping the Single-Employer Defined Benefit Landscape. It discusses the broad impacts of The Employee Retirement Income Security… Download
Topics: Retirement
Date Published: 08/28/2024
Comment / Letter

RPC Comments to Senate HELP Committee on Self-Employed Workers

The Retirement Practice Council’s Social Security and Retirement Policy and Design Evaluation committees sent a joint comment letter to the Senate Committee on Health, Education, Labor and Pensions… Download
Date Published: 07/03/2024

Policy Paper Explores Adverse Retirement Outcomes Under Current Plan Designs and Policies

The Retirement Policy and Design Evaluation Committee released a policy paper, Improving Retirement Outcomes: Demographic Considerations, which discusses retirement inequities and how current… Download
Topics: Retirement
Date Published: 06/27/2024

Intersector Group Releases Notes from April Virtual Meetings with PBGC, Treasury and IRS

The actuarial organizations’ collaborative Intersector Group released notes of its April 2024 virtual meetings with the Pension Benefit Guaranty Corporation and Department of the Treasury and… Download
Topics: Retirement
Date Published: 06/18/2024
Comment / Letter

Council Comments on Defined Benefit Pensions RFI

The Retirement Practice Council and Pension Committee responded to a request for information (RFI) by the majority staff of the U.S. Senate Health, Education, Labor, and Pensions (HELP) Committee… Download
Topics: Retirement
Date Published: 05/30/2024
Comment / Letter

Pension Committee Comments on ASOP No. 12 Exposure Draft

The Pension Committee submitted comments to the Actuarial Standards Board regarding the proposed revision of Actuarial Standard of Practice (ASOP) No. 12, Risk Classification (for All Practice… Download
Date Published: 05/01/2024

Updated Monograph and Issue Brief Examine Individual Equity and Social Adequacy in Social Security Reforms

The Social Security Committee released an updated monograph and issue brief on individual equity and social adequacy as those principles apply to Social Security reform options. The monograph and… Download
Date Published: 04/18/2024
Issue Brief

Updated Monograph Examines Individual Equity and Social Adequacy in Social Security Reforms

The Social Security Committee released an updated monograph and issue brief on individual equity and social adequacy as those principles apply to Social Security reform options. The monograph and… Download
Date Published: 04/18/2024
Issue Brief

Issue Brief Examines ‘Surplus’ in Public Pension Plans

The Public Plans Committee released ‘Surplus’ Considerations for Public Pension Plans, an issue brief that examines plan “surplus,” what it means and does not mean, historical lessons for… Download
Date Published: 04/11/2024
Issue Brief

Issue Brief Considers PBGC Single-Employer Premium Structure

The Pension Committee released an issue brief, Aligning the PBGC’s Single-Employer Premium Structure With Its Objectives, which discusses options for modifying the Pension Benefit Guaranty… Download
Date Published: 03/05/2024
Issue Brief

Issue Brief Examines 2023 Social Security Trustees Report

The Social Security Committee released an issue brief on the 2023 Social Security Trustees Report examining the social insurance program’s long-term solvency issues. Download
Date Published: 02/02/2024

Committee Releases Public Pension Plans Practice Note

The Public Plans Committee released Introduction to Service Purchases for Public Pension Plans, a practice note considering a variety of service purchase programs that can be found across public… Download
Topics: Retirement
Date Published: 02/02/2024
Practice Note

Public Plans Committee Practice Note on Service Purchase

The Public Plans Committee released Introduction to Service Purchases for Public Pension Plans, a practice note considering a variety of service purchase programs that can be found across public… Download
Topics: Retirement
Date Published: 02/02/2024
Report

An Actuarial Perspective on the 2023 Social Security Trustees Report

Social Security Committee issue brief on 2023 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency.   Download
Date Published: 02/02/2024