The SOA Strategic Research Programs emphasize the skillset and thought leadership of actuaries, and help provide insights to members, stakeholders, and the public on socially relevant topics.
The SOA’s Aging and Retirement Strategic Research Program includes a wide array of actuarial research, surveys and papers. Topics include retirement risks, living longer, defined benefit and defined contribution retirement plans, long-term care, and annuities.
Access the collection of aging and retirement research fact sheets.
Survey of Financial Perspectives and Retirement Planning for Solo-Agers
Survey explores solo-agers’ support networks, finances, health, and planning for independent aging.
The Solo-Agers Decision Guide Resource Series
Consumer Guides help solo-agers plan for independence, covering finances, legal matters, housing, and support options.
2024 Retirement Risk Survey Series - Technology and Retirement
Survey on technology use and retirement risk among Americans aged 45–80.
Greater Asia Retirement Survey
Discover crucial insights from the SOA and RGA study on Asia's aging population and its impact on retirement systems and financial security.
LGBTQ+ Aging and Retirement Issues
Discover the unique challenges and resilience of LGBTQ+ older adults as they navigate aging and retirement in this comprehensive review.
A keystone project delivering long-term value, real-world application, and continuous learning.
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Learn more about the new study presented by the SOA Research Institute and LIMRA.
