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  • The Impact of Data Limitations on the Statistical Reliability of Mortality Improvement Rate Estimates

    This report examines how the number of persons (“lives”) covered in a mortality study, and the length of the study period (in years), affects the reliability of improvement rate estimates. In ...

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    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography

  • Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3 Report

    Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3 Report The Society of Actuaries (SOA) Research Institute revisits COVID-19's impact on future ...

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    • Authors: Ronora Stryker
    • Date: Feb 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Demography; Health & Disability

  • Aging and Retirement Issues for LGBTQ+ People Essay Collection

    Aging and Retirement Issues for LGBTQ+ People Essay Collection The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program in collaboration with the Sexuality ...

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    • Authors: Society of Actuaries
    • Date: Oct 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Pensions & Retirement

  • Perceptions of Insurance and Retirement Products Across Diverse U.S. Populations

    This document is an appendix titled "Respondent Demographic Overview and Survey Questions" to a research report on perceptions of insurance and retirement products across diverse U.S. populations.

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography

  • Retirement Wealth by Race and Ethnicity: Differences, Trends and Contributing Factors

    This report focuses on disparities in retirement savings based on race and ethnicity.

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Pensions & Retirement; Social Insurance

  • Long-Term Impacts of Exposure to the COVID-19 Pandemic in a Cohort Perspective

    This report evaluates the long-term mortality consequences of the COVID-19 pandemic from a cohort-based perspective using historical mortality data.

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Modeling & Statistical Methods

  • US Individual Life Mortality Improvement Models and Analysis Tools

    This report outlines a methodology for estimating mortality improvement factors based on data from insured lives. The report details challenges, methodology, results, comparisons with population ...

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    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Demography; Modeling & Statistical Methods

  • Mortality by Socioeconomic Category in the United States - Extending the Analysis to 2023

    An analysis of U.S. mortality trends by socioeconomic category from 1982 to 2023, emphasizing the continuing effects of the COVID-19 pandemic on mortality disparities.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Public Policy

  • Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3

    Impact of COVID-19 and Other Causes of Death on Future U.S. Mortality - Expert Opinion Survey 3 The Society of Actuaries (SOA) Research Institute revisits COVID-19's impact on future U.S.

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    • Authors: Society of Actuaries, Ronora Stryker
    • Date: Feb 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Demography; Health & Disability

  • Socioeconomic and Demographic Covariate Data for Mortality Research - A Curated Dataset with Consistent, Multi-Source Integration

    This report provides a validated, structured dataset of demographic and socioeconomic variables to support mortality heterogeneity research across geographies and population groups.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Social Insurance
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