RET 201 Retirement Plan Valuation
The Retirement Plan Valuation course is the second part of the two-course sequence in the Retirement Benefits practice area.
Course Learning Objectives
Upon successful completion of RET 201 Retirement Plan Valuation, you will understand the following learning objectives:
- How to apply/synthesize the methods and models used to value pension benefits for various purposes;
- How to analyze/synthesize the factors that go into selection of actuarial assumptions used in pension valuations;
- How to perform valuations and prepare disclosure information for retirement income plans under applicable accounting standards;
- Recognize and appropriately reflect the role of retirement plan investments in managing plan sponsor risk and make recommendations; and
- The general principles applicable to the funding of retirement income plans and recommend a funding policy.
How Should I Study?
As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for RET 201 Retirement Plan Valuation, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2025/Mar 2026/Jul 2026
- Course Strategy Guide – Nov 2025/Mar 2026/Jul 2026
- Introductory Study Note – Nov 2025
- Case Study - this course has no case study
Syllabus Updates
- Any updates to the current syllabus will be posted here
Books and Study Notes
Supplemental Study Materials
- RET 201 Relevant Past Exam Questions and Solutions (Available July 2025)
- RET 201 Guided Examples with Solutions (Available July 2025)
- Past Exam Questions and Solutions
- Study Methods