Pension Plan Immunization Strategies: How Close Can You Get?

By Society of Actuaries · 2025 · RET201-117-25

A study note, RET201-117-25, in the Society of Actuaries' RET 201 syllabus, on pension plan immunization strategies. The course strategy guide lists it among the investment readings of the course.

On the syllabus

Exam RET-201 — RET201-117-25: Pension Plan Immunization Strategies: How Close Can You Get?; outcome 4d.

Contents unavailable The syllabus states that study notes are part of the required syllabus and are not available electronically. No copy could be found online, and no source lists its sections. This page records only the citation and assignment from the syllabus, the introductory study note and the course strategy guide.

Sources

RET 201 Syllabus, Mar 2027/Jul 2027 (SOA) — the citation ("RET201-117-25: Pension Plan Immunization Strategies: How Close Can You Get?") and the learning outcome; the syllabus names no author or date, so Society of Actuaries, as the issuer of the study note, is given as author and publisher, and the year is the one in the study-note code
RET 201 Introductory Study Note, March 2027/July 2027 (SOA) — the study-note code RET201-117-25 and its former code RPIRM-152-18 and its title in the list of study notes for this course
RET 201 Course Strategy Guide, 2026-2027 (SOA) — the listing of the reading among the course's investment readings