Description: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: 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 statistical reliability of improvement rate estimates.

Description: This report is a comprehensive survey of existing literature on mortality and race and ethnicity in the United States, examining disparities in mortality rates among different racial and ethnic groups. It explores factors influencing mortality differentials, including socioeconomic status, health care access, and other relevant aspects.

Description: The Society of Actuaries (SOA) Research Institute revisits COVID-19's impact on future U.S. mortality with insights from a multidisciplinary panel of experts. Discover how new variants and other causes of death may influence future mortality trends.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program in collaboration with the Sexuality and Gender Alliance of Actuaries (SAGAA) is pleased to release a collection of essays in response to a call for essays aimed at a broader exploration of issues related to aging and retirement for LGBTQ+ people.

Description: This report presents initial findings from a project investigating the direct and indirect impacts of COVID-19 in the post-acute phase of the pandemic. These findings focused on cause-specific excess mortality in the first three pandemic years, March 2020 to February 2023. In addition, the authors investigated how different mechanisms contributed and could continue to affect mortality rates following the acute pandemic period. The study is based on weekly mortality data by age and cause of death from 2015 to 2023 obtained from the National Center for Health Statistics at the Centers for Disease Control and Prevention, combined with population estimates from the U.S. Census Bureau. Weekly excess deaths by age and cause comparing observed deaths to deaths expected based on pre-pandemic trends were computed. Then the temporal correlation between weekly COVID-19 and excess deaths from other causes at various lags were assessed. The authors developed a theoretical framework to interpret the results of this analysis and understand potential underlying factors responsible for excess mortality.

Description: 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. It provides demographic data on survey respondents and includes survey questions related to various demographic characteristics.

Description: This report focuses on disparities in retirement savings based on race and ethnicity. It includes a thorough review of the literature on the extent of racial disparities in retirement savings and possible causes for and correlates of these disparities.

Description: This report updates the Canadian Mortality Data through 2021 in the Human Mortality Database and Canadian Human Mortality Database, including methodology, data sources, and internal consistency checks.