Description: The Q&A’s contain additional background information on the development, application and impact of Scale BB. 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: Revised pages for the RP-2000 Mortality Tables Report dated April 2000.

Description: This is a 2003 supplement to the RP-2000 Mortality Table Report. Since the publication of the report, actuaries have become increasingly interested in using mortality rates that reflect adjustments for collar or benefit amount. This supplement addresses that interest by providing additional applicable tables.

Description: Research the impact of illiquid investments on pension plan funding, design, and risk management strategies.

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: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: This document explores how climate change impacts retirement planning, investments, housing, and health across policy and economic dimensions through essays and funded research.

Description: This report examines the demographic, medical, and pharmaceutical profiles of HIV-positive individuals in Medicare and how their needs differ from the general Medicare population.