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Exam RET 201 Comprehensive Summary
2nd Edition
Author: Wong
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Digital: 180-day license - 979-8-89016-565-7 Digital: 365-day license - 979-8-89016-566-4
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Gain the knowledge and tools to accurately evaluate pension plans with this in-depth study guide for the Retirement Benefits 201 Exam.

  • Valuation-Focused – Learn to apply, compare, and synthesize pension valuation models across a variety of scenarios.
  • Syllabus-Aligned – Fully aligned with the Society of Actuaries (SOA) RET 201 syllabus.
  • Authored by Experts – Developed by experienced actuaries to ensure accuracy, depth, and relevance.
  • Clarity & Depth – Designed to make complex valuation techniques understandable and practical.
  • Exam Success Support – Equips you with the skills and confidence needed to succeed on exam day.

About the Author

Anna Wong, MBA, ASA, CGA, CPA

Anna Wong is a seasoned veteran in the pension industry, she brings decades of experience spanning both the pension consulting sector and the public pension fund arena. In recent years, she has expanded into the emerging and complex challenges posed by climate change, particularly its implications for governance, investment, and regulatory compliance. She has contributed to integrating ESG considerations into fiduciary decision-making and has worked to advance best practices for managing climate-related financial risks.

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