The SOA Strategic Research Programs emphasize the skillset and thought leadership of actuaries, and help provide insights to members, stakeholders, and the public on socially relevant topics.
The SOA’s Aging and Retirement Strategic Research Program includes a wide array of actuarial research, surveys and papers. Topics include retirement risks, living longer, defined benefit and defined contribution retirement plans, long-term care, and annuities.
Access the collection of aging and retirement research fact sheets.
This paper demonstrates how inflation might impact savings and investing for retirement.
Retirement Wealth by Race and Ethnicity
Learn more about the extent of racial disparities in retirement savings.
Mental Health Issues in Retirement - Essay Collection
Learn about the actuarial impact of mental health issues in retirement.
NAIC Fall 2023 Meeting Recap
Catch highlights of the National Association of Insurance Commissioners (NAIC) Fall Meeting. The SOA shared key research and related materials.
Managing Retirement Decisions
Review and download the series of retirement briefs.
FAFSA Changes
The SOA Research Institute Managing Director of Research, R. Dale Hall, discusses the challenges of prioritizing savings goals.
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Learn more about the new study presented by the SOA Research Institute and LIMRA.
Review studies and table reports with a focus on individual annuities for use by actuaries.
