As part of the SOA’s Aging and Retirement Strategic Research Program, you'll find links on this page to studies, tables, reports and documents on retirement plans, as well as mortality and longevity statistics as they relate to these programs. Helpful tools link to a longevity illustrator and a multi-employer plan metrics calculator.
Retirement Plans Research
Understanding Mortality Improvement
Dale Hall discusses mortality tables and the MP-2017 mortality improvement scale.
Annuity Factor Calculator
PBGC Retirement Plans Mortality Study
The Society of Actuaries (SOA) is pleased to present a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience.
AFTRA Pension Stats
Pension stats sheet for the American Federation of Television and Radio Actors Retirement Plan.
Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
The Society of Actuaries’ Retirement Section Research Committee is pleased to make available material summarizing work done to date to develop a model for a quantitative evaluation framework for retirement benefit systems.
A Low-Growth World: Implications for the Insurance Industry and Pension Plans
The Society of Actuaries is pleased to make available a research report that introduces actuaries and risk managers in the insurance and pension industries to current literature discussing growth rates in the past and future expectations.
U.S. Public Pension Plan Contribution Analysis
This study explores contribution indices—metrics developed by the SOA that compare pension plan contributions to benchmarks that represent the contribution level needed to pay down unfunded liabilities—for contributions among 160 state and large city public sector pension plans in the United States.