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Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems | SOA

Announcement: SOA releases passing candidate numbers for February 2025 Exam FM.

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Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems

June 2019

The Society of Actuaries’ Retirement Section Research Committee is pleased to make available material summarizing work done to date to develop a model for a quantitative evaluation framework for retirement benefit systems. Follow-up work to advance the model is currently in process. The material was authored by Rowland Davis.

Report

Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems

Thank You

The SOA would like to thank the following individuals for serving on the Project Oversight Group:

Joe Tomlinson, Chair
David Cantor
Andrea Sellars
Jack Van derhei
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

Questions or Comments?

If you have comments or questions, please send an email to research@soa.org.

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