Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?

The Society of Actuaries’ Pension Section is pleased to make available a research report focusing on measuring retirement benefit adequacy in light of expected and unexpected expenses in retirement and linking the measurement to the needs and objectives of stakeholder groups. The report was authored by Anna Rappaport, Vickie Bajtelsmit, and LeAndra Foster.

To access the report, click on the link to the right.

Also to the right is a link to a summary written by the Project Oversight Group about the report.

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at

The SOA’s Pension Section would like to thank the following individuals for their input on the project:

  • Cindy Levering, Chair
  • Andrea Sellars
  • Ann Bryant
  • Bruce Jones
  • David Driscoll
  • Dylan Porter
  • Eric Keener
  • Gavin Benjamin
  • Ian Genno
  • Joe Tomlinson
  • John Deinum
  • Kevin Binder
  • Kristin Gustafson
  • Larry Pinzur
  • Andrew Peterson, SOA Staff Fellow
  • Steven Siegel, SOA Research Actuary
  • Barbara Scott, SOA Research Administrator