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
Research Reports
Most Viewed
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.
Recent Publications
Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans
This report considers trends in U.S. public defined benefit plan maturity metrics, asset allocations and assumed rates of return from 2001 to 2018.
Defined Benefit Risk
The Society of Actuaries Retirement Section is pleased to make available material that addresses the challenges in communicating pension risk to stakeholders.
De-risking Strategies of Defined Benefit Plans: Empirical Evidence from the United States
The Society of Actuaries is pleased to make available a research report that investigates defined benefit retirement plan de-risking activities for U.S.-based companies and the relative impact of various implemented strategies.
Multiemployer Resources
Access the actuarial profession’s resources on U.S. multiemployer pension plans.
Experience Studies
Most Viewed
RP-2014 Mortality Tables
The RP-2014 mortality tables presented in this report and the Mortality Improvement Scale MP-2014 presented in the companion report form a new basis for the measurement of retirement program obligations in the United States.
Understanding Mortality Improvement
Dale Hall discusses mortality tables and the MP-2017 mortality improvement scale.
Annuity Factor Calculator
