Description: Statistics about entertainment industry pension plans.

Description: Pension stats sheet for the Major League Baseball players pension plan.

Description: A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: This report will provide an overview of how COVID-19 and the related societal changes have affected U.S. employers and individuals as we focus on retirement, summarize the SOA Research Institute-sponsored research, identify some of the current uncertainties, and provide ideas and questions for thinking about the future. This is a relatively unusual report because most COVID-19 related reports have focused on immediate issues, and not on thinking about the longer term. The Institute reports consider longer-term issues and raise questions that need to be answered.

Description: This is the November 2009 Exam DP-RU which covers retirement benefits from the Design and Pricing perspective for the United States.

Description: This fact sheet summarizes the results of a survey analyzing retirees’ and pre-retirees’ concerns on retirement. It also reveals how these groups have prepared or are preparing to face risks and offers personal risk management strategies and tips.

Description: Based on work performed by Bob Howard, a former member of RPEC, the SOA developed a spreadsheet-based program that allows users to create a customized mortality improvement scale using the RPEC_2014 model. The RPEC_O2_v2018 model found here utilizes the same projection methodology underpinning the RPEC_2014 model except that the historical rates have been developed using “order-2” Whittaker-Henderson graduation rather than “order-3”.

Description: The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.

Description: This study explores whether public pension plans have contributed enough to reduce unfunded liabilities, absent other influences such as investment returns.

Description: This research will provide detailed insights into the risk factors that drive U.S. public-sector pension plan mortality experience. The public-sector pension plan mortality experience collected for this research will be aggregated, de-identified, and made available for further analysis. In addition, mortality tables based on this public-sector pension plan experience will be developed for use in the valuation and risk management of public-sector pension plans.