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.
Mortality Improvement Scale MP-2020
This annual update to the RPEC_2014 model and corresponding mortality improvement scales reflects historical U.S. population mortality experience through 2018.
COVID-19 Retirement Section Member Survey Results
As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries issued a brief qualitative survey to its Retirement Section members to gain insight as to how COVID-19 is impacting the retirement programs and organizations they support, and also how it is impacting their work. The survey results are intended to help members compare their thinking and future expectations of COVID-19 with their peers, as well as inform future research efforts.
The CPP Take-Up Decision: Risks and Opportunities
The Society of Actuaries’ and the Canadian Institute of Actuaries are pleased to make available a research report investigating the financial consequences of delaying Canadian Pension Plan (CPP) payments.
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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.
Dale Hall discusses mortality tables and the MP-2017 mortality improvement scale.
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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.
