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Qualification Pathway United States — Fellowship: Retirement Benefits

RET 201 Retirement Plan Valuation

Learn how retirement plans are valued, the assumptions and accounting standards involved, and how funding is set.

RET 201 Retirement Plan Valuation

Learning Objectives

3 objectives
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Apply valuation methods and set actuarial assumptions for retirement plans.

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Apply accounting standards to retirement plans.

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Explain plan investment and risk management, and valuations for funding.

Programme Outline

5 topics
1

Methods

Actuarial valuation methods for retirement plans.

2

Actuarial Assumptions

Setting the assumptions used in valuations.

3

Accounting Standards

The accounting standards that apply to retirement plans.

4

Retirement Plan Investment and Risk Management

Investing a plan's assets and managing its risks.

5

Valuations for the Purpose of Funding

Valuations used to set plan funding.

Hands-On Resources

Missed a live session? Catch up here.

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Recorded Lectures Every live session is recorded and available within 24 hours.
Watch → Coming soon
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Case Study Library Real-world actuarial science case studies used throughout the course.
Download → Coming soon
quiz
Practice Question Bank Exam-style questions with full worked solutions.
Access → Coming soon

Qualification Pathway

40 examinations
1
United States — Foundations Financial Mathematics (FM) Exam
£2,200.00 View →
2
United States — Foundations Probability (P) Exam
£2,000.00 View →
3
United States — Foundations VEE Economics
£2,000.00 View →
4
United States — Foundations VEE Accounting and Finance
£2,200.00 View →
5
United States — Foundations Pre-Actuarial Foundations Module
£2,100.00 View →
6
United States — Actuarial I Fundamentals of Actuarial Mathematics (FAM) Exam
£2,200.00 View →
7
United States — Actuarial I VEE Mathematical Statistics
£2,200.00 View →
8
United States — Actuarial I Statistics for Risk Modeling (SRM) Exam
£2,200.00 View →
9
United States — Actuarial I Actuarial Science Foundations Module
£2,200.00 View →
10
United States — Actuarial II Advanced Actuarial Mathematics (ALTAM or ASTAM) Exam
£3,000.00 View →
11
United States — Actuarial II Predictive Analytics (PA) Exam
£2,600.00 View →
12
United States — Advanced Fundamentals of Actuarial Practice (FAP) Course
£3,000.00 View →
13
United States — Advanced Advanced Topics in Predictive Analytics (ATPA) Assessment
£3,000.00 View →
14
United States — Professionalism Associateship Professionalism Course (APC)
£2,600.00 View →
15
United States — Fellowship: Corporate Finance and ERM CFE 101 Enterprise Risk Management
£3,400.00 View →
16
United States — Fellowship: Corporate Finance and ERM CFE 201 Corporate Finance
£3,400.00 View →
17
United States — Fellowship: Group and Health Insurance GH 101 Benefits and Pricing
£3,400.00 View →
18
United States — Fellowship: Group and Health Insurance GH 201-U Valuation and Regulation, U.S.
£3,400.00 View →
19
United States — Fellowship: Group and Health Insurance GH 201-C Valuation and Regulation, Canada
£3,200.00 View →
20
United States — Fellowship: Group and Health Insurance GH 301 Health Analytics and Management
£3,400.00 View →
21
United States — Fellowship: General Insurance GI 101 Ratemaking and Reserving
£3,400.00 View →
22
United States — Fellowship: General Insurance GI 201 Operational, Financial, Regulatory and Legal
£3,400.00 View →
23
United States — Fellowship: General Insurance GI 301 Further Topics in General Insurance
£3,400.00 View →
24
United States — Fellowship: General Insurance GI 302 General Insurance in the U.S.
£3,400.00 View →
25
United States — Fellowship: Individual Life and Annuities ILA 101 Pricing and Introduction to Valuation and Risk Management
£3,400.00 View →
26
United States — Fellowship: Individual Life and Annuities ILA 201-U Valuation and Advanced Product and Risk Management, U.S.
£3,400.00 View →
27
United States — Fellowship: Individual Life and Annuities ILA 201-I Valuation and Advanced Product and Risk Management, International
£3,200.00 View →
28
United States — Fellowship: Investment INV 101 Portfolio Management
£3,400.00 View →
29
United States — Fellowship: Investment INV 201 Quantitative Finance
£3,400.00 View →
30
United States — Fellowship: Retirement Benefits RET 101 Retirement Plan Design
£3,400.00 View →
31
United States — Fellowship: Retirement Benefits RET 201 Retirement Plan Valuation
£3,400.00 This page
32
United States — Fellowship: Retirement Benefits RET 301 Actuarial Topics for Canadian Retirement Plans
£3,400.00 View →
33
United States — Fellowship: Retirement Benefits Enrolled Actuaries Examinations (U.S. only)
£3,400.00 View →
34
United States — Fellowship: Cross Practice CP 311 Strategic Management
£3,400.00 View →
35
United States — Fellowship: Cross Practice CP 312 Model Development and Governance
£3,400.00 View →
36
United States — Fellowship: Cross Practice CP 321 Disability, Long-Term Care, and Long-Duration Health Contracts
£3,400.00 View →
37
United States — Fellowship: Cross Practice CP 341 Advanced Life Reinsurance
£3,400.00 View →
38
United States — Fellowship: Cross Practice CP 351 Asset Liability Management
£3,400.00 View →
39
United States — Fellowship: Required Courses Decision Making and Communications (DMAC) Course
£3,000.00 View →
40
United States — Fellowship: Required Courses Fellowship Admissions Course (FAC)
£3,000.00 View →
Accounting ◆ Finance & Investment ◆ Actuarial Science ◆ Risk Management ◆ Executive Education ◆ Accounting ◆ Finance & Investment ◆ Actuarial Science ◆ Risk Management ◆ Executive Education ◆