Defined Contribution Plan Success Factors

By Society of Actuaries · 2025 · RET101-102-25

Study guide: Exam RET-101

SOA study note RET101-102-25, titled Defined Contribution Plan Success Factors (formerly DA-164-17), supplied for the SOA's RET 101 Retirement Plan Design course. The SOA course strategy guide says it discusses current best practices in DC design and provides a list of the design and structure decisions that must be made.

On the syllabus

• Exam RET-101 — RET101-102-25; Outcomes 1a, 1b; 4a-4n. The SOA course strategy guide says it discusses current best practices in DC design and provides a list of the design and structure decisions that must be made.

Contents unavailable No copy of this study note is published online and no catalogue contents could be found; the SOA supplies it with the course study notes. This page records its citation and assignment from the syllabus and the course strategy guide.

Sources

• RET 101 Introductory Study Note, Nov 2026/Mar 2027/Jul 2027 (SOA) — the study-note code RET101-102-25, its title and its former code DA-164-17; the study notes name no author and no date, so the SOA is given as the issuing body and the year is the one in the code's suffix
• RET 101 Course Strategy Guide, Nov 2026/Mar 2027/Jul 2027 (SOA) — what the SOA says the reading covers
• RET 101 Syllabus, Nov 2026/Mar 2027/Jul 2027 (SOA) — the reading and its learning outcomes