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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.
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.
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.
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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.
