Recently Published Research

This page highlights new papers and reports from the SOA Research Institute.

Trending Research

Visit our Trending Research Page for a quick synopsis of our most popular research reports. We’ve highlighted the most clicked research items.

COVID-19 Tools and Models:

A Tool for Tabulating Johns Hopkins University's Coronavirus Database: 3/21/22
The tool uses Johns Hopkins University’s COVID-19 database of cases and deaths as an input. The tool can run user-specified tabulations of the data by region and/or by filtering out locations whose data does not meet user-specified thresholds.

New Research:

COVID Aging and Retirement Research: What’s Been Done and What’s to Come?
Page down to read this latest report in the Understanding and Managing Post-Retirement Risks series. This report provides an overview of how COVID-19 and the related societal changes have affected U.S. employers and individuals as we focus on retirement, summarize the SOA Research Institute-sponsored research, identify some of the current uncertainties, and provide ideas and questions for thinking about the future

Late-in-Life Decisions Guide
The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty
The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.

U.S. Individual Life COVID-19 Mortality Experience Study – Second Quarter 2021 Update
This Tableau dashboard contains the results of an excess mortality analysis for the second quarter of 2021.

Pension Risk Transfer in Canada and the U.S.
This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences between Canada and the U.S. from a life insurer’s perspective. The focus is on group annuities, which are the most common solution for pension risk transfer.

Structured Settlement Annuities
This report describes the main features of structured settlement annuities in North America and current actuarial practices and issues related to this product. It was prepared for use in the educational curriculum of the Society of Actuaries.

Mechanics of Dividends
This paper concerns policyholder dividends on traditional participating life insurance products in regulatory contexts similar to those in the United States and Canada. This paper also touches on annuity products. It was prepared for use in the educational curriculum of the Society of Actuaries. Dividend actuaries seeking references to writings on policyholder dividends to refresh their perspective may also find it useful.

 

2022 Cause of Death Report
LIMRA, Reinsurance Group of America (RGA), the Society of Actuaries (SOA) Research Institute, and TAI have collaborated on an ongoing effort to analyze the impact of COVID-19 on the individual life insurance industry’s mortality experience and share the emerging results with the insurance industry and the public. This report is the fifth public release from this collaboration and contains the results of a cause of death analysis focused on how the rates of death for various causes were impacted throughout the pandemic period through the first quarter of 2021.

Catastrophe & Climate Strategic Research Program Newsletter, April Bonus Edition on the IPCC WG II Sixth Assessment Report
This Bonus edition of the Catastrophe and Climate Committee Newsletter focuses on the IPCC AR6 WG II report.

2005-2015 Experience Adjustments to the 2013 IDI Valuation Table Policy Incidence Rates
This report discusses the development of policy reserves derived from the 2005-2015 claim incidence experience and the 2006-2014 claim termination experience from the Society of Actuaries’ report titled “2006-2014 Experience Adjustments to the 2013 IDI Valuation Table Claim Termination Rates, Revised April 2022.” This report also discusses modifications to the 2013 IDIVT incidence rates to reflect experience observed from 2005 to 2015.

Research Insight Podcast, New Episodes:

2022 SOA Health Meeting Preview
This podcast previews the 2022 SOA Health Meeting, a premier event being held June 12-15, 2022 in Philadelphia, PA, and there is also a digital program if you’re not able to join in person. Podcast host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the Society of Actuaries Research Institute chats with Shereen Sayre, ASA, MAAA, Health Meeting Chairperson and Achilles Natsis, FSA, MAAA, FLMI, SOA Research Institute Health Research Actuary. After you listen to the podcast, register so you don't miss any of the great professional development and special events!

Decentralized Finance for Actuaries
Listen to Erik Lie, FSA, Founder of ZooFi Labs discuss Decentralized Finance for Actuaries with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director.

Research Focus Edition, TCFD Best Practices
In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director provide insights in an in-depth discussion of the TCFD Best Practices report.

Actuarial Technology, A Roundtable Discussion on Current Issues
Listen to Jeff Samu, FSA, MAAA, actuarial insurance transformation lead at Empower Retirement discuss Actuarial Technology, A Roundtable Discussion on Current Issues with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director.

Questions or Comments?

If you have comments or questions, please send an email to research@soa.org.