Description: Read the October 2019 Mortality Improvement Scale MP-2019.

Description: These are the appendices to the research report entitled Longevity Risk Quantification and Management.

Description: This research report on the ability to influence annuity purchases found the following contrast: • Pre-retirees’ intentions to buy a life income annuity appear to be impacted by the interventions tested in this research. There were stronger effects when pre-retirees were provided with basic information, such as life expectancy, and anecdotal evidence. • Retirees’ annuity purchase intentions do not appear to be impacted by the interventions used in the study.

Description: Presentation of certain commutation functions and net single premiums for widows pension benefits

Description: This report presents a comprehensive review of recent mortality experience of uninsured private retirement plans in the United States.

Description: Scale BB was introduced in March 2012 as an interim mortality improvement scale which may be used by pension actuaries until work on a formal successor to the widely used improvement scale, Scale AA, is complete.

Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

Description: This report establishes a new basis for mortality assumptions for retirement programs in the United States.

Description: The SOA Research Institute conducted an online survey of 1,000 U.S. respondents who are actively saving for both their retirement and a family member’s or friend’s college education. The results offer a better understanding of the challenges families face. Read the report for detailed findings or peruse the infographic for an overview.

Description: This research report analyzed the effects of different types of informational interventions on annuity-related behavioral intentions and beliefs, such as estimated retirement age and life expectancy.