Use of Financial Economics in Pension Actuarial and Investment Practice

By Society of Actuaries · 2025 · RET201-104-25

Study guide: Exam RET-201

A Society of Actuaries study note (code RET201-104-25) for the RET 201 course, titled Use of Financial Economics in Pension Actuarial and Investment Practice. The SOA's course strategy guide says it is intended to supplement the Pension Actuary's Guide to Financial Economics by discussing how the concepts of financial economics have been applied (or not) in practice.

On the syllabus

• Exam RET-201 — Outcomes 2b; study note RET201-104-25.

Contents unavailable No copy of this study note is published; the SOA supplies it with the course study notes, which the syllabus says are not available electronically but may be purchased through the SOA online store. This page records its citation, what the SOA says about it, and its assignment from the syllabus.

Related readings

• Pension Actuary's Guide to Financial Economics and Pension Arbitrage Example (SOA-AAA - 2006) — the guide this note is intended to supplement, as the SOA's strategy guide states

Sources

• RET 201 Introductory Study Note, March 2027/July 2027 (SOA) — the study-note code RET201-104-25 and its title; no author, date or copy of the note is given, so the issuing body is the Society of Actuaries and the year is the one in the code
• RET 201 Course Strategy Guide, Nov 2026/Mar 2027/Jul 2027 (SOA) — what the SOA says about it: it supplements the Pension Actuary's Guide by discussing how the concepts of financial economics have been applied (or not) in practice
• RET 201 Syllabus, Mar 2027/Jul 2027 (SOA) — the reading (RET201-104-25: Use of Financial Economics in Pension Actuarial and Investment Practice) and its learning outcome (2b)