Description: This session will bring together the results of SOA work focusing on what employees prefer in retirement. The work includes a survey on the provisions that employees prefer in retirement plans, the results of a series of focus groups conducted with individuals prior to retirement and at various stages of during retirement, and highlights of 20 years of SOA sponsored surveys on retirement risk. The panel will discuss major findings and their implication for retirement resource program structures, design and planning.

Description: The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries and LIMRA. It contains information on mortality tables development, data collection, annuity comparisons, and application of tables for public pension plans.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) is pleased to release a collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: Employee termination and retirement rates affect the valuation of employee benefit plans and thus are of concern to actuaries. To provide timely experience for the profession, the Society of Actuaries Pension Plan Turnover and Retirement Rates Committee organized a data collection effort. Thirty-two contributors provided almost 1.8 million life years of pension plan turnover data for years 1994-2000. This report documents the data assembly and verification procedures used in collecting the data.

Description: Sound and Workable Pension Actuarial, Accounting, and Funding Approaches for those Interested in the Health of Public and Private DB Plans – Discussant Comments

Description: Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging?

Description: Introduction to the essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.