Edition

Retirement Plans Experience Studies

The SOA offers studies and table reports on mortality and pensions for use by actuaries. Studies often contain many files for download, including multiple ZIP files, PDFs and Excel files. Table reports are often accompanied by Excel workbooks with complimentary materials.

2023

  • RPEC 2023 Mortality Improvement Update
  • October
  • This report presents research into recent population mortality experience compiled by the Retirement Plans Experience Committee of the Society of Actuaries Research Institute as it pertains to development of mortality improvement assumptions for measuring obligations of retirement programs in the United States.

2022

  • Fitting UK and US Mortality Projection Models to Each Other's Data
    December
    This joint effort between the UK's Continuous Mortality Investigation (CMI) and the SOA compares two mortality projection models – the latest version of the CMI Mortality Projections Model, CMI_2021, and the latest version of MIM-2021
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  • Caribbean Pension Mortality Study
    December
    This report presents an experience study of pension mortality for national pension systems for four Caribbean countries.
  •  
  • RPEC 2022 Mortality Improvement Update
    October
    This report presents research into recent population mortality experience compiled by the Retirement Plans Experience Committee of the Society of Actuaries Research Institute as it pertains to development of mortality improvement assumptions for measuring obligations of retirement programs in the United States.

2021

2020

  • Mortality Improvement Scale MP-2020
    October
    This annual update to the RPEC_2014 model and corresponding mortality improvement scales reflects historical U.S. population mortality experience through 2018.
  • COVID-19 Retirement Section Member Survey Results
    September
    As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries issued a brief qualitative survey to its Retirement Section members to gain insight as to how COVID-19 is impacting the retirement programs and organizations they support, and also how it is impacting their work. The survey results are intended to help members compare their thinking and future expectations of COVID-19 with their peers, as well as inform future research efforts.
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  • Retirement Plans Experience Committee Update
    August
    An update on Retirement Plans Experience Committee (RPEC) projects including a review of the assumption set for Scale MP-2020, the treatment of COVID-19 in SOA mortality improvement scales, and updates on the timing of the next public- and private-sector pension studies.

2019

  • Mortality Improvement Scale MP-2019
    October
    This annual update to the RPEC_2014 model and corresponding mortality improvement scales reflects historical U.S. population mortality experience through 2017.
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  • Pri-2012 Private Retirement Plans Mortality Tables 
    October
    The Society of Actuaries' Retirement Plans Experience Committee (RPEC) has released the final report of the Pri-2012 Private Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of private retirement plans in the United States.
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  • PBGC Retirement Plans Mortality Study
    October
    The Society of Actuaries (SOA) is pleased to present a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience for September 30, 2009 through September 30, 2014.
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  • Exposure Draft: Pri-2012 Private Retirement Plans Mortality Tables
    May
    The Society of Actuaries' Retirement Plans Experience Committee (RPEC) has released an exposure draft of the Pri-2012 Private Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of private retirement plans in the United States.
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  • Pub-2010 Public Retirement Plans Mortality Tables
    January

2018

2017

2016

2015

2014

2013

2012

2003

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