Announcement: SOA congratulates the new ASAs and CERAs for November 2024.

SOA Research Institute Reports on COVID-19

This page is a central location for all COVID-19 research outputs from the SOA Research Institute.

Reports

Group Life COVID-19 Mortality Survey Report Series

2023 Cause of Death Report, Fourth Quarter, 2022

Group Life COVID-19 Mortality Survey – June 2023 Update

U.S. Individual Life COVID-19 Reported Claims Analysis, Second Quarter, 2023 Update

U.S. Individual Life COVID-19 Mortality Experience Study, through December 31, 2022 Update

Impact of COVID-19 on Future U.S. Mortality: Expert Opinion Survey 2

Group Life COVID-19 Mortality Survey – December 2022 Update

Informal Caregiving: Measuring the Cost and Reducing the Burden

Group Life COVID-19 Mortality Survey – June 2022 Update

Examining Auto Loss Trends through the COVID Pandemic

Group Life COVID-19 Mortality Survey – March 2022 Update

COVID-19 and the Short-Term Impact on Future U.S. Mortality

COVID Impacts on IDI Industry Based on 2022 Survey Results

COVID Aging and Retirement Research: What’s Been Done and What’s to Come?

Group Life COVID-19 Mortality Survey – September 2021 Update

U.S. Population Mortality Observations – Updated with 2020 Experience

COVID-19 Impact on Long-Term Care Insurance 2021 Survey

Group Life COVID-19 Mortality Survey - Updated through March 2021

COVID-19 Mitigations in the U.S., September 2020 to April 2021

Impact of COVID-19 on Actuarial Careers: Highlights Report

Incorporating Datavant’s Death Index in Mortality Analysis

COVID-19 Impact on Long-Term Care Insurance 2020 Survey

2020 Excess Deaths in the U.S. General Population by Age and Sex

COVID-19 Economic and Asset Impact Update, September 30, 2020

COVID-19 Retirement Section Member Survey Results

COVID-19 Investment Section Member Survey Summary Report

COVID-19 Update: Key Statistics on Cases, Deaths and Hospitalizations, August 25, 2020

COVID-19 Update: Key Statistics, August 11, 2020

COVID-19 Economic and Asset Impact Update, July 31, 2020

COVID-19 Key Statistics Update, July 24, 2020

U.S. Population Mortality by Race

COVID-19 Key Statistics Update, July 8, 2020

Defined Contribution Plans, Emergency Funds and COVID-19

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.

Employee Benefits after COVID-19
by Anna Rappaport, FSA, MAAA

The Impact of COVID-19 and the CARES Act on Retirement Readiness for American Workers
by Daniel Cassidy, FSA, CFA and Meghan Malachi

How Much is Enough in Light of COVID-19?
by Sam Gutterman

The Impact of Recent Market Volatility on Financial and Retirement Planning
by Toby White

Will Retirement Change Due to COVID-19?
by Linda Koco

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

A Tool for Tabulating Johns Hopkins University's Coronavirus Database: 08/08/22

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

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

An Excel Tool for Examining How Social Mobility Has Changed Due to the Outbreak

COVID-19 Pulse Surveys

COVID-19 Low Interest Rate Environment Cash Flow Testing Survey, December 18, 2020

COVID-19 Asset/Liability Management Survey Summary of Results, Updated September 10, 2020

COVID-19 New Business and Product Survey Summary of Results, Updated July 30, 2020

COVID-19 Mortality Modeling Survey Updated July 9, 2020

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

COVID-19 Education and Research Resources

New COVID-19 Mortality Model by Terry Narine

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 - COVID-19 Data and Modeling

The SOA is a proud member of the International Actuarial Association and today’s podcast is the product of a collaboration with the IAA’s Pandemics Task Force.  Hear Matthew Edwards, Senior Director at Willis Towers Watson, an actuary, and during the pandemic Chair of the UK’s Continuous Mortality Investigation, talk about COVID-19 data and modeling.

Research Insights - COVID-19 and The Evolution of Vaccines and Drug Treatments

Listen to Sam Lippe from With You In Mind and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss COVID-19 and the evolution of vaccines and drug treatments.

Research Insights - COVID-19 Update, 8/25/20 and COVID-19 Florida Data Key Findings

Listen to Lisa A. Schilling, FSA, EA, FCA, AAA, SOA Retirement Research Actuary and Achilles Natsis, FSA, MAAA, FLMI, SOA Health Research Actuary discuss the COVID-19 Update: Key Statistics on Cases, Deaths and Hospitalizations, August 25, 2020 and COVID-19 Florida data key findings with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research.

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

Listen to Eric Berg and Marc Wiznia from With You In Mind and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the financial impact of COVID-19 on the insurance industry. We welcome your questions or comments at researchinsights@soa.org.

Research Insights - U.S. Population Mortality by Race

Listen to Pete Miller, ASA, MAAA, SOA Experience Study Actuary discuss U.S. Population Mortality by Race with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research.

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

Research Insights - COVID-19 Key Statistics Update, July 24, 2020

Listen to Lisa A. Schilling, FSA, EA, FCA, AAA, SOA Retirement Research Actuary discuss the COVID-19 Key Statistics Update, July 24, 2020  with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research.

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

 

 

Questions or Comments?

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