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
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.