Description: This Fast Facts summarizes the Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty report.

Description: This web page describes the new MP-2014 Exposure Draft.

Description: This report summarizes the comments received on the Scale MP-2014 exposure draft.

Description: The SOA conducted a study of uninsured pension plan mortality in response to The Retirement Protection Act of 1994 and to ensure that the Treasury Department would have current and thorough information available when it considers updating the mandatory mortality table to be used when when calculating Current Liabilities for pension plans. The purpose of this report is to provide actuaries with all of the significant findings of the study along with a full explanation of when and how these should be used in reviewing or setting mortality rates for specific plans.

Description: Appendix A to SOA Research Report: Models for Retirement Policy Analysis. Terms described in this appendix include: Aging dynamic and static, Behavioral response first and second-round effects, Calibration, Distributional analysis including gainers and losers tables, Dynamic model, Filing unit, Imputation including hot deck, Matching exact and statistical, Microsimulation model, Static model, Weighting. Terms are defined with reference to their application in social welfare policy modeling.

Description: Retirement market study of Colombia in English.

Description: Retirement market study of Chile in English.

Description: As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries (SOA) recently launched a series of reports exploring the impact of COVID-19 on retirement risks.This report is based on a follow-up conversation among actuaries from the SOA Retirement Section Council and the Retirement Section Defined Contribution Initiative Project Oversight Group. The actuaries that participated are currently working with plan sponsors of defined contribution plans in the United States and Canada. This report summarizes observations raised during the conversation about the current issues being discussed with clients to deal with immediate concerns as well as broader considerations about defined contribution plans, emergency funds and financial wellness.

Description: This report considers trends in public defined benefit plan maturity metrics, asset allocations and assumed rates of return among 139 state-based and large local defined benefit pension systems or plans in the United States from 2001 to 2018.