Retirement Plans Experience Studies

The SOA offers studies and table reports on mortality and pensions for use by actuaries. Studies often contain many files for download, including multiple ZIP files, PDFs and Excel files. Table reports are often accompanied by Excel workbooks with complimentary materials.

2019

• Exposure Draft: Pri-2012 Private Retirement Plans Mortality Tables
  May
  The Society of Actuaries' Retirement Plans Experience Committee (RPEC) has released an exposure draft of the Pri-2012 Private Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of private retirement plans in the United States.
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• Pub-2010 Public Retirement Plans Mortality Tables
  January

2018

• Mortality Improvement Scale MP-2018
  October
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• Exposure Draft: Pub-2010 Public Retirement Plans Mortality Tables
  August

2017

• Mortality Improvement Scale MP-2017
  October

2016

• Mortality Improvement Scale MP-2016
  October

2015

• Mortality Improvement Scale MP-2015
  October

2014

• Mortality Improvement Scale MP-2014
  October
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• RP-2014 Mortality Tables
  October
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• Mortality Improvement Scale MP-2014 Exposure Draft
  February
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• RP-2014 Mortality Tables Exposure Draft
  February

2013

• Literature Review and Assessment of Mortality Improvement Rates in the U.S. Population: Past Experience and Future Long-Term Trends
  August

2012

• Mortality Improvement Scale BB Report
  March

2003

• The RP–2000 Mortality Tables
  December
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• 2003 SOA Pension Plan Turnover Study
  December