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.
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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.
Deep Learning for Liability-Driven Investment
The Society of Actuaries’ Committee on Finance Research is pleased to make available a research report that develops a framework for applying deep learning and reinforcement learning techniques to optimal dynamic strategic asset allocation for Liability Driven Investment (LDI).
Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update
The Society of Actuaries Aging & Retirement Strategic Research Program is pleased to make available an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape. This updated report seeks to discuss pension risk transfer in depth and identify key de-risking actions, alternatives and triggers that impact pension risk transfer strategies.
Understanding the Impact of the Low Interest Rate Environment on Retirement Security in the United States
The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States
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.
Access the actuarial profession’s resources on U.S. multiemployer pension plans.
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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.
Dale Hall discusses mortality tables and the MP-2017 mortality improvement scale.
