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Understand the structure, strategy, and investment considerations of retirement plans with this all-in-one study guide for the Retirement Benefits 101 Exam.
- Comprehensive Coverage – Aligned with the full syllabus for the SOA RET 101 exam.
- Expertly Authored – Written by seasoned retirement professionals for accuracy and clarity.
- Clear Explanations – Breaks down complex plan types and investment features for easier understanding.
- Design Comparison Tools – Helps you analyze and compare different retirement plan design options.
Master key topics with SOA Exam RET 101 flashcards
ACTEX Exam RET 101 flashcards are designed to be fully customizable, so you can tailor your study experience to your specific strengths, weaknesses, and exam timeline.
Key features include:
- 50+ expertly written flashcards, aligned directly with Exam RET 101 syllabus topics
- Topic-based sorting to focus on the material you need to work on most
- Expert importance ratings that highlight concepts most relevant to exam questions
- Learning objective filters to keep your studying aligned with the exam syllabus
- Smart organization tools to filter cards by favorites, hidden, flagged, or skipped
- Custom Quiz Mode with flexible options, including:
- Adjustable quiz length and time limits
- Practice using flagged, skipped, or previously incorrect cards
- Targeted review to reinforce weak areas and improve retention
This level of customization helps you prioritize high-impact concepts and study more efficiently as exam day approaches.
Written by a retirement actuary with nearly 30 years of professional experience, this collection of 15 exam-style questions is designed to help candidates strengthen their understanding of RET101 concepts and prepare for exam success. Drawing from the RET101 syllabus, past exams, and real-world consulting experience, these questions provide practical applications and realistic scenarios that reflect the challenges retirement actuaries encounter in both exams and professional practice.
What's Included:
- 15 exam-style practice questions
- Detailed sample responses and solutions
- A combination of qualitative and quantitative problems
- Realistic scenarios based on retirement consulting experience
These practice problems are the perfect complement to the comprehensive summary and flashcards, helping candidates assess their knowledge, identify areas for improvement, and build confidence before exam day.
About the Authors
Anna Wong, MBA, ASA, CGA, CPA - Comprehensive Summary and Flashcards
Anna Wong is a seasoned veteran in the pension industry, she brings decades of experience spanning both the pension consulting sector and the public pension fund arena. In recent years, she has expanded into the emerging and complex challenges posed by climate change, particularly its implications for governance, investment, and regulatory compliance. She has contributed to integrating ESG considerations into fiduciary decision-making and has worked to advance best practices for managing climate-related financial risks.
Shelly Raad, PhD, FSA - Exam Style Practice Questions
Shelly Raad was born and raised in London, England. She has a bachelor’s degree in Mathematics from the University of Warwick, England and a PhD in Mathematics from the University of California, Los Angeles.
After receiving her PhD from UCLA, she taught mathematics at college level before becoming an actuary.
She has been a pension actuary for over 20 years. She received her EA in 2003 and her FSA in 2005. She works at a major consulting firm specializing in single employer pension plans.
