Research Sponsorship Opportunities

The Society of Actuaries (SOA) Research Institute offers several opportunities to sponsor actuarial research. Position your organization as an industry partner and leader by sponsoring a research project.

At the Institute, we maintain a list of projects available for sponsorship. The important research being performed by the SOA Research Institute informs the actuarial profession and in turn addresses societal challenges. Current projects topics open for sponsorship include mortality, retirement planning, long-term care claims and credit risk loss.

We also encourage you to submit suggestions for projects you may want to sponsor. Contact Lisa Schilling, Senior Research Actuary at the SOA Research Institute at or +1-847-273-8837 to discuss potential research sponsorship.


SOA Research Institute Sponsorship Opportunities

Research Projects Available for Sponsorship

Modeling Medicare Long-Term Care Support Services Benefit Offerings
Medicare Advantage (MA) plans have been allowed new flexibilities related to the types of supplemental benefits that could be offered to enrollees. As a result, Medicare Advantage plans began to offer long-term services and support (LTSS) benefits as supplemental benefit offerings. The SOA Research Institute is currently conducting a research project that focuses on consumer financial impacts of social insurance LTSS proposals, and we would like to also consider the impact on consumers of incorporating LTSS benefits into MA plans.

Cardiovascular Disease Population Mortality Improvement Trends
The purpose of the multi-phase study is to create a resource for actuaries and others on cardiovascular disease mortality improvement trends to help project future insured and U.S. general populations.

Private Pension Plan Mortality Study and Tables
This research will provide detailed insights into the risk factors that drive private pension plan mortality experience. The private pension plan mortality experience collected for this research will be aggregated, de-identified, and made available for further analysis. In addition, mortality tables based on this private pension plan experience will be developed for use in the valuation and risk management of private pension plans.

Guide to Paid Family and Medical Leave Programs
This project would develop a resource guide on paid family and medical leave programs from around the world that assesses best practices and actuarial considerations.

Medicaid Underwriting Margin Update
Update the Medicaid underwriting model and report to reflect emerging factors that materially impact financial results and Medicaid Managed Care Organization (MCO) risks.

Impact of Patient Care Innovation on Health Insurance
This study would assess the impact of recent patient care innovation(s) on health care and the health insurance industry.

Adapting to the “New” New Normal
This project would analyze and summarize how the life and annuity, health, and property and casualty insurance industries are responding to rising interest rates, high inflation, pandemic mortality and morbidity, business interruption, geopolitical risk, supply chain logistical unreliability, and others.

Unnecessary Medical Services
Quantify the impact on health care costs of specialty drugs and evaluate scenarios for future emerging specialty drugs.

Risk Adjustment Equity
Examine risk adjustment methodologies for potential biases inherent within the algorithms used and identify and quantify how they can potentially distort predictions of claims costs to potentially result in worse outcomes for underprivileged and underserved populations.

Rise in Prevalence of Specialty Drugs
Quantify the impact on health care costs of specialty drugs and evaluate scenarios for future emerging specialty drugs.

Future Leadership Roles for Actuaries
This project will analyze how the role of actuaries in industry leadership has evolved, identify key common quantitative and qualitative characteristics for actuaries with long tenures in leadership roles, and provide insights into future educational and development opportunities for actuaries.

Impact of COVID-19 on Behavioral Health
Examine utilization patterns to evaluate incidence of behavioral health pre- and post-COVID-19, as well as changes in services rendered over time and how they vary by subpopulations.

Effectiveness of Wellness Programs and Apps
Do wellness programs and apps work? This research would quantify wellness program successes for various wellness program objectives.

U.S. Public Pension Plan Mortality Study and Tables
Update U.S. public pension plan mortality tables using robust, statistically credible, mortality experience collected from approximately 40 large public pension systems.

Disparities in Social Security Replacement Ratios
Social Security benefits in the U.S. are facially race-neutral. Two people the same age and with the same earnings history and retirement age will receive the same Social Security benefits. However, employment patterns, including employment not included in Social Security, are known to differ across the population. How do those differences affect Social Security benefit replacement ratios by race, ethnicity, gender and socioeconomic factors other than income alone?

Disparities in Retirement Preparedness in the Gig Economy
Research shows disparities in levels of retirement preparedness across diverse populations in the U.S. How has the gig economy affected disparities in retirement preparedness across race, ethnicity, gender and socioeconomic factors?

Impact of COVID-19 on Individual Life Insurance Underwriting
Examine the evolution of accelerated underwriting programs, including changes since our 2019 survey on accelerated underwriting life insurer practices, and how the ongoing pandemic might impact future them and fully underwritten processes.

Inflation Impact on Insurance Companies and Retirement Plans
Investigate from many angles the variety of potential impacts of increasing inflation on actuarial products and services in the insurance and retirement industries.

Retirement Plan Cash Outs, Loans and In-service Withdrawals by Race, Ethnicity, Gender and Socioeconomic Factors
Quantify the frequency, magnitude and impact of retirement plan cash outs, in-service withdrawals, and loan defaults on different U.S. population segments defined by various dimensions of diversity.

Economic Cost of Non-Medical Opioid Use in the U.S.
Estimate the economic impact of the opioid crisis through 2020 using public and private data from such entities as the CDC, CMS, and private health insurers.

LTC Claim Experience Monitoring in Persons Who Have Had COVID-19
Track individual LTC policyholders who have had COVID-19 along with those who have not had COVID19 to determine differences in the longer-term morbidity experience.

Credit Risk Loss Experience Study for Alternative Investments
Collect and value expected and real cash flows to analyze credit risk loss experience for publicly- and privately-traded alternative investments, including private placement, commercial mortgages, commercial and private mortgage-backed securities, equity lines of credits, etc

U.S. Mortality by Race/Ethnicity and Socioeconomic Categories
Stratify and compare U.S. population mortality experience by age, sex, race/ethnicity, income and other socioeconomic categories.

Innovations in Retirement Planning Calculators
Explore and develop innovations to retirement planning calculators.