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Society of Actuaries COVID-19 Research

This page is a central location for all Society of Actuaries COVID-19 Research Outputs.

Reports

COVID-19 and Working in Retirement

2021 Health Care Cost Model

Defined Benefit Plans and COVID-19: Immediate Challenges for Plan Sponsors

Society of Actuaries Research Brief: Impact of COVID-19, June 12, 2020

COVID-19 Return Stages: Deferral and Restarting of Health Care Services

A COVID-19 Actuarial R0 Primer

COVID-19 Trends by Hospital Referral Region

COVID-19 Mortality Data Sources in the U.S

Impact of COVID-19 on Family Dynamics in Retirement

Society of Actuaries Research Brief: Impact of COVID-19, May 15, 2020

An Overview of Population Models of Epidemics

Society of Actuaries Research Brief: Impact of COVID-19, May 1, 2020

Impact of COVID-19 on Deferred Medical Costs and Future Pent-Up Demand

Impact of COVID-19 on Senior Housing and Support Choices

Society of Actuaries Research Brief: Impact of COVID-19 , April 16, 2020

Connecting Emerging COVID-19 Data to Insured Claims, updated April 23, 2020

Projections of COVID-19 Hospitalizations and Deaths, Updated April 24, 2020

Mental Health Trends and COVID-19

COVID-19 Costs to Commercial Health Insurers

Impact of COVID-19 on Retirement Risks

Society of Actuaries Research Brief: Impact of COVID-19 , April 3, 2020

Society of Actuaries Research Brief: Impact of COVID-19 , March 25, 2020

Society of Actuaries Research Brief: Impact of COVID-19 , March 16, 2020

Society of Actuaries Research Brief: Impact of COVID-19 , March 10, 2020

Impact of COVID-19 on Aging and Retirement – Essay Collection

The Society of Actuaries’ Aging & Retirement Strategic Research Program is pleased to make available essays received in response to its Call for Essays on the impact of COVID-19 on aging and retirement.

Lessons for Retirement Annuities from Coronavirus Induced Economic Turbulence
by Thomas L. Hungerford

Effects of Ephemeral Mass Unemployment
by Jack Lund

Are CCRCs and Senior Housing Communities a Good Choice? COVID-19 and Risk in Arrangements for Senior Housing and Support
by Anna M. Rappaport

Managing “Black Swan” Stock Market Risks in Retirement
by Kenneth Steiner

Tools and Models

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. The tool will be updated with fresh data every several days.

A Tool for Tabulating Johns Hopkins University's Coronavirus Database: 7/2/20

A Model of the Impact of Social Distancing on the Transmission Rate of a Communicable Virus

COVID-19 Pulse Surveys

COVID-19 Asset/Liability Management (ALM) Survey, May 7, 2020

COVID-19 New Business and Product Survey, April 29, 2020

COVID-19 Cash Flow Testing, April 23, 2020

COVID-19 Mortality Modeling Survey, April 13, 2020

COVID-19 Additional Resources

American Academy of Actuaries COVID-19 Resources

Casualty Actuarial Society COVID-19 Resources

National Association of Insurance Commissioners (NAIC) COVID-19 Resources

Hong Kong Federation of Insurers COVID-19 Resources

Podcasts

Research Insights - Racial and Ethnic Differences in COVID-19 Mortality in the U.S.

Listen to Dr. Magali Barbieri and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss racial and ethnic differences in COVID-19 mortality in the U.S. Dr. Barbieri is a demographer with a joint research position at the French Institute for Demographic Studies in Paris, France and the University of California, Berkeley, where she leads the Human Mortality Database and the United States Mortality Database. Dr. Barbieri’s recent essay in De Facto is highlighted. Please note, the essay was originally published in French, and translation to English is approximate.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19, June 12, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, June 12, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Key Statistics: 2:30
  • Economic and Asset Impact: 12:20
  • Impact on Insurance Industry: 18:15
  • Impact on Retirement Plans: 19:00
  • Operational and Emerging Risks: 23:25

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19 on Family Dynamics in Retirement

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Family Dynamics in Retirement research report.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - COVID-19 Mortality Data Sources in the U.S.

Listen to Cindy MacDonald, FSA, Sr. Experience Studies Actuary at the SOA and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the SOA research report, COVID-19 Mortality Data Sources in the U.S.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19 on the Financial Services Industry

Listen to Eric Berg, Sam Lippe, and Marc Wiznia from With You In Mind and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on the financial services industry .

We welcome your questions or comments at researchinsights@soa.org.

 

Research Insights - Impact of COVID-19 on Healthcare Systems

Listen to Michael Allen, CFO at OSF HealthCare and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on healthcare systems.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - U.S. Life Insurance COVID-19 Impact: A Mortality Claim Forecast

Listen to Samantha Chow, Senior Life and Annuity Analyst from Aite Group and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on U.S. Life Insurance.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19, May 15, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, May 15, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Key Statistics: 2:20
  • Economic and Asset Impact: 7:50
  • Impact on Insurance Industry: 13:26
  • Impact on Retirement Plans: 14:50
  • Health Care Costs and Utilization: 15:32
  • Impact on Social Insurance 18:08
  • Operational and Emerging Risks: 19:00

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - COVID-19: Impact on the Insurance Industry and Its Digital Transformation

Listen to Pat Renzi, Principal at Milliman and CEO of its Life Technology Solutions Group and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on the insurance industry and Its digital transformation.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19 on Senior Housing and Support Choices

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Senior Housing and Support Choices research report.

We welcome your questions or comments at researchinsights@soa.org .

Research Insights - Impact of COVID-19 on Europe's Medical Insurance Market

Listen to Joanne Buckle, FIA, Principal and Consulting Actuary at Milliman's London office and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on Europe's medical insurance market.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19, May 1, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, May 1, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Key Statistics: 1:57
  • Economic and Asset Impact: 8:55
  • Impact on Insurance Industry: 11:45
  • Impact on U.S. Retirement Plans: 18:00
  • Operational and Emerging Risks: 22:10

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - COVID-19 : Life Insurance Company Impact

Listen to Chris Halloran, ASA, Senior Consultant at the Actuarial Practice of Oliver Wyman and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the impact of COVID-19 on life insurance companies.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19 on Retirement Risks

Listen to Anna Rappaport, FSA, Chair of the SOA’s Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Impact of COVID-19 on Retirement Risks research report.

We welcome your questions or comments at researchinsights@soa.org.

Research Insights - Impact of COVID-19, April 16, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC, Cindy MacDonald, FSA,MAAA, SOA Senior Experience Studies Actuary, and host R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, April, 16, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Key Statistics: 2:30
  • Impact on Insurance Industry: 9:00
  • Economic and Asset Impact: 11:25
  • Operational and Emerging Risks: 19:40

If you have any questions or comments, please contact researchinsights@soa.org.

Research Insights - COVID-19 Mental Health Impact

Listen to our special guest, Brett VanTol, a psychologist with Pine Rest Christian Mental Health Services located in Grand Rapids, MI and host R. Dale Hall, SOA Managing Director of Research discuss the impact of COVID-19 on mental health along with positive steps you can take to combat issues including isolation, change of routine, and anxiety.

Research Insights - Impact of COVID-19, April 6, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC, J. Patrick Wiese, ASA, SOA Lead Modeling Researcher and R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, April 3, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Key Statistics: 2:40
  • Economic and Asset Impact: 11:31
  • Impact on Insurance Industry: 18:37
  • Operational and Emerging Risks: 21:46

If you have any questions or comments, please contact researchinsights@soa.org.

 

Research Insights - Impact of COVID-19, March 26, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC and host and author, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19 , March 25, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Intro: 1:09
  • Recap: 2:07
  • Key Statistics: 2:40
  • Economic and Asset Impact: 10:46
  • Operational and Emerging Risks: 20:00

Please see the Negative Interest Rates and the Insurance Industry: A Survey of Risk-Management Capabilities and Practices research report referenced in the podcast at 16:13 .

 

 

Research Insights -  Impact of COVID-19, March 19, 2020 Update

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC and host and author, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the Society of Actuaries Research Brief: Impact of COVID-19, March 16, 2020 along with other current events surrounding COVID-19. The podcast section time stamps are as follows:

  • Intro: 0:58
  • Recap: 2:02
  • Key Statistics 4:25
  • Economic and Asset Impact: 10:57
  • Operational Risks: 21:00

 

 

The Society of Actuaries Research Brief: Impact of COVID-19, March 10, 2020 is covered in this special edition podcast. Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting, LLC, discuss the research brief with host and author, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. The podcast section time stamps are as follows:

  • Key Statistics: 3:26
  • Economic and Asset Impact: 15:32
  • Operational Risks: 26:16

 

Questions or Comments?

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