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Public Pension Plan Mortality Study Data Request

Experience Studies - Pension

The Society of Actuaries' Retirement Plans Experience Committee (RPEC) will be conducting a mortality study on members of public pension plans in the United States. The study will focus on mortality experience during calendar years 2009 - 2013.

In August 2015, a letter was sent to executives of public pension systems across the United States requesting participation in this study. A copy of this letter can be found below.

Letter to System Executives

For a detailed description of the data that will be collected for this study, please see the data request materials package below.

Public Pension Mortality Study Data Request Materials

If you would like to participate in this study, please contact Erika Schulty at the SOA office at +1.847.706.3519 or eschulty@soa.org. The targeted due date for data collection is November 20, 2015. If you are interested in participating but have concerns with meeting this deadline, or have any other questions regarding the data request materials, please contact Erika.

Updates Log

  • 8/26/2015: Changed the "Retirement Date" and "Contingent Survivor Benefit Start Date" fields from "Required" to "Not Applicable" for the "CONTSURVDEF" status.
  • 9/8/2015: Added a clarifying comment to the "Code Guide for Fields" spreadsheet indicating that legislators should be included in the "EXECOFFICER" Job Category.

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