Recently Published Research

Learn more about:

• Publications
• Podcasts
• Videos and Webcasts

Want to get involved in current research at the SOA? View the SOA's Research Proposal Requests.

Publications

Quarterly Mortality Monitoring Report for the U.S. Population
June
The Quarterly Mortality Monitoring Report has been updated to include data through March 31, 2025. This update facilitates the analysis of mortality data, offering tools for analyzing and visualizing recent mortality trends.

The Impact of Family Structure on Aspects of Retirement - Essay Collection
June
Essay collection exploring how evolving family structures influence retirement planning, financial resource dynamics, and caregiving roles.

Actuarial Research Clearing House (ARCH)
June
The Actuarial Research Clearing House (ARCH) is an informal communication providing current actuarial research to friends and members of the actuarial community. Its primary goal is the speedy dissemination of current thinking and aids to research.Read the new article submitted under ARCH Table of Contents 2025.2.

Group Life COVID-19 Mortality Survey Report Series
June
The first quarterly update of group life mortality experience including data through March 31, 2025, is now available.

Integration of Social Determinants of Health into Medicaid Managed Care Risk Adjustment: Considerations and Financial Impacts
June
This study evaluates how integrating social determinants of health (SDOH) into Medicaid risk adjustment models impacts financial outcomes for ACOs/MCOs, offering foundational insights for policymakers and actuaries.

HIV and Medicare: A Survey of the HIV Medicare Population
June
This report analyzes demographics, costs, and health care trends for the HIV-positive Medicare population, providing insights into their unique care needs and implications for Medicare program design.

Generative AI – A Roundtable Peer Discussion
June
This report summarizes a 2025 SOA roundtable that explores how generative AI is impacting actuarial work, with insights on implementation, risks, and professional implications.

AI Impact on Insurance Industries in Greater China
June
Explores how AI and LLMs are reshaping insurance operations and strategy in Greater China.

Pub-2016 Public Retirement Plans Mortality Tables – Final Report
May
The SOA Research Institute’s Retirement Plans Experience Committee (RPEC) released the Pub-2016 Mortality Tables, providing a comprehensive analysis of recent U.S. public retirement plan mortality experience. The finalized tables, unchanged from the exposure draft, include amount-weighted and headcount-weighted mortality rates.

Resources for ALM Practitioners
May
A guide and survey resource for ALM best practices and strategic insurer risk evaluation.

Greater Asia Retirement Survey
May
Discover crucial insights from the SOA and RGA study on Asia's aging population and its impact on retirement systems and financial security.

The Impact of Diagnosis on Individual DI Recovery and Mortality Rates from 2006 through 2014 – Phase 2
May
This study was developed to analyze how individual disability income (IDI) claim recovery and mortality experience vary by diagnosis over select claim durations.

Actuarial Intelligence Bulletin
May
This bulletin serves as a platform for sharing knowledge and fostering collaboration around artificial intelligence within the actuarial community. Explore articles on strategic initiatives, practical tips, and research advancements, all aimed at empowering actuaries to leverage AI responsibly and effectively.

2025 SOA Research Institute Student Research Case Study Challenge
The Society of Actuaries Research Institute is excited to announce the winners and finalists of the 2025 Student Research Case Study Challenge! This annual competition gives university student teams a chance to apply their actuarial skills to real-world business problems.

👏Congratulations to all participants on their outstanding work!

You can view the results here:  🔗 2025 Student Research Case Study Challenge

Mental Health Underwriting
May
This report investigates how mental health diagnoses and social determinants influence life insurance underwriting and mortality risk.

Pub-2016 Public Retirement Plans Mortality Tables – Final Report
May
The SOA Research Institute’s Retirement Plans Experience Committee (RPEC) released the Pub-2016 Mortality Tables, providing a comprehensive analysis of recent U.S. public retirement plan mortality experience. The finalized tables, unchanged from the exposure draft, include amount-weighted and headcount-weighted mortality rates.

Podcasts

Research Insights

Explore research reports and studies, innovative research projects and collaborate efforts with other organizations and the SOA Research Institute. For access to all episodes, visit the Research Insights page. 

Get Plugged In

Stay tuned for expert interviews, thought-provoking discussions, and practical advice to help you navigate the evolving landscape of Artificial Intelligence and its implications for actuaries under our AI Insights Series.

Listen to InsurTech start-up leaders share knowledge on evolving technology and insurance. For access to all episodes, visit the Get Plugged In page. 

Videos and Webcasts

Exploring the Arithmeter and its History
October 2024
Step back in time with the Arithmeter! See how calculations were done 150 years ago and imagine the future of actuarial science.

Modeling and Forecasting Premature Cardiovascular Mortality
October 2024
This video highlights findings on premature cardiovascular disease (CVD) mortality, focusing on education level and obesity status. In the U.S., there has been a slowing in improvement in CVD mortality rates. Ronora Stryker, ASA, MAAA, from the SOA Research Institute discusses CVD mortality trends.

SOA Research Institute Visits Officials in Washington D.C.
October 2024
In a summary video, R. Dale Hall, FSA, MAAA, CERA, managing director of research, SOA Research Institute, discusses meetings he and others had with legislators on Capitol Hill and key federal agencies about AI and other topics.

Reimagining Pharmacy Financing
June 2024
Watch a 5-minute video highlighting key findings and graphs from the report, which examines an alternative to policy solutions to tackle increasing medication cost via a value-based reimbursement mode.

Unhealthy Longevity in the United States
January 2024
Watch the video to better understand differences in mortality for people in good and poor health.

Questions or Comments?

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