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
Exposure Draft: Pri-2012 Private Retirement Plans Mortality Tables
The Society of Actuaries' Retirement Plans Experience Committee (RPEC) has released an exposure draft of the Pri-2012 Private Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of private retirement plans in the United States.
Liability-Driven Investment – Benchmark Model
The Society of Actuaries’ Retirement Section Research Committee and Committee on Finance Research are pleased to make available research material that developed a Liability-Driven Investment (LDI) benchmark framework.
Contribution Analysis for Single Employer Plans
Updated study of US corporate pension plan contributions: have they paid down unfunded liabilities?
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.