As part of the Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program, you'll find links on this page to studies, tables, reports and documents on retirement plans, as well as mortality and longevity statistics as they relate to these programs. Helpful tools link to a longevity illustrator and a multi-employer plan metrics calculator.
Retirement Plans Research
Research Reports
What Retirement Plan Features Do Employees Really Want?
Review the findings from an online survey of U.S. adults to gain insights into the most desired retirement plan features. Try out the Choice Simulator tool, watch the tool demo or listen to the podcast by one of the authors of the report.
Benefit at Risk for Lifetime Pension Pools
Explore the concepts and applications of Benefit at Risk in lifetime pension pools.
RPEC 2023 Mortality Improvement Update
Research on population mortality experience as it pertains to development of mortality improvement assumptions.
Experience Studies
Highly Accessed
Mortality Improvement Scale MP-2021
This annual update to RPEC’s mortality improvement scales reflects historical U.S. population mortality experience through 2019.
Annuity Factor Calculator
Multiemployer Resources
Access the actuarial profession’s resources on U.S. multiemployer pension plans.
Variable Uninsured (Value) Life Annuities
Value Annuities are an approach to provide lifetime income in social retirement systems. This report and the accompanying models show how this approach can work and illustrates case studies of implementing in retirement systems using India and Malaysia as examples.
SOA Research Institute on GitHub
Visit the SOA Research Institute’s GitHub overview page to access repositories for code from research projects. The SOA’s general GitHub page is also available.