Announcement: SOA releases passing candidate numbers for September 2024 Exam P.
As part of the SOA Research Institute’s Aging and Retirement Strategic Research Program, this page contains a wide array of reports, studies and other tips in understanding aging and its impact. The research examines retirement risks, retirement plan issues and insights on living longer.
Peruse the vast body of research focused on addressing potential needs and services of future advanced-age populations.
Mental Health Issues in Retirement - Essay Collection
Learn about the actuarial impact of mental health issues in retirement.
Long-Term Care & Related Housing Issues
Learn more about the various aspects of planning & managing long-term care.
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.
Research on the risks, attitudes and concerns of retirees and pre-retirees.
Impact of COVID-19
Retirement Risk Survey Series
Middle Market Retirement
Retirement Decisions
Managing Finances
Retirement Income
Consumer Interest
Highlights of Research by Topic or Theme
Other Resources
Review the summaries of reports on post-retirement risks and issues.
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.
