Recently Published Research
This page provides links to the most recently published reports, podcasts, videos, and webinars from the SOA Research Institute.
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Publications
Shifting Seasonality in a Changing Climate: Implications for Actuarial Practice
June
Examine how shifting seasonality from climate change affects actuarial risk assessment, including impacts on health, agriculture, infrastructure, retirement behavior and the reliability of historical data in insurance modeling.
AI-Based Synthetic Medical Claims Data Generation: A Practical Guide for Actuaries
May
Explore how synthetic medical claims data can support actuarial work, including risk assessment, pricing, reserving and forecasting, while examining generation methods, data quality, privacy, bias and broader impacts on the actuarial profession.
2020-2024 Individual Payout Annuity Mortality Experience Study
May
Explore the latest individual payout annuity mortality experience, with insights from 2020–2024 data to support stronger actuarial analysis and industry benchmarking.
Quarterly Global Warming Report
May
This report presents a statistical analysis of global warming trends and is updated quarterly to reflect the latest available air and sea surface temperature data. The previous edition analyzed data from January 1960 through December 2025; this update extends the analysis through March 2026. All results are based on the ERA5 reanalysis dataset produced by the European Centre for Medium-Range Weather Forecasts (ECMWF).
2024 Retirement Risk Survey Series
May
The 2024 Retirement Risk Survey analyzes U.S. retirement preparedness, income sources, and risks. It highlights early retirement trends, reliance on Social Security, inflation concerns, caregiving impacts, and financial vulnerability among pre-retirees compared to retirees.
Understanding and Managing Post-Retirement Risks
May
A new report summarizing findings on working in retirement and phased retirement.
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.
Applying Fairness Frameworks to Long-Term Care Insurance: Actuarial Considerations for AI and a Pricing Example
May
Explore practical guidance to assess and improve fairness when using AI in long-term care insurance.
Beyond the Headlines: The 2025 Disaster Reshaping Risk
May
Explore how 2025 disasters are reshaping risk—highlighting emerging trends and implications for insurers and actuaries to strengthen resilience and improve risk strategy.
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.