Retirement Benefits Track

Exam DA-US

Exam DA-CAN

Retirement Benefits Track

Study Manual for Exam Design and Accounting - US

With outlines and explanations for all of the syllabus material, ACTEX’s Study Manual for Retirement Benefits Design & Accounting Exam is a concise, complete, and clear manual to help you master both the material and the exam. This manual is for the US exam.

Flashcards for Exam Design and Accounting - US

Elevate your exam preparation with our invaluable flashcards, created to optimize your study sessions and ensure exam success. Designed for maximum efficiency, these cards empower you to make the most of your study time, offering a strategic and efficient approach to help you memorize the material.

Study Manual for Exam Design and Accounting - Canada

With outlines and explanations for all of the syllabus material, ACTEX’s Study Manual for Retirement Benefits Design & Accounting Exam is a concise, complete, and clear manual to help you master both the material and the exam. This manual is for the Canadian exam.

Flashcards for Exam Design and Accounting - Canada

Elevate your exam preparation with our invaluable flashcards, created to optimize your study sessions and ensure exam success. Designed for maximum efficiency, these cards empower you to make the most of your study time, offering a strategic and efficient approach to help you memorize the material.

Fundamentals of Retiree Group Benefits

2nd Edition  |  Yamamoto

Retiree group benefits have earned a reputation for being difficult to understand. Half retirement benefit and half group insurance -- few professionals have mastered both fields. Complex finances blend the world of pension mathematics and health plan pricing. This text is a required reading for several SOA Retirement Exams.

Pension Mathematics for Actuaries

3rd Edition  |  Anderson

Pension Mathematics for Actuaries is an intermediate level textbook covering the mathematics of pension funding and valuation, including a discussion of ancillary benefits, contributory plans, assets, and the selection of actuarial assumptions. This text is a required reading for several SOA Exams.

About the SOA Retirement Benefits Track

Actuaries on the Retirement Benefits Track collaborate on employer-sponsored retirement benefit plans. They aid in plan design and funding, ensure regulatory compliance and accurate reporting, and offer guidance on plan asset investments. The requirements for this track are as follows:

  • Social Insurance Module
  • Financial Economics Module
  • Funding and Regulation Exam (Canada only)
  • Enrolled Actuaries (EA) Exams (U.S. only)
  • Design and Accounting Exam (U.S. and Canadian versions)
  • ERM Module
  • Retirement Plan Investment and Risk Management (RBIRM) Exam or ERM Exam
  • Additional FSA candidate requirements:
    • Decision Making and Communication (DMAC) Module
    • Fellowship Admissions Course (FAC)

Study Tools for All

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