Description: Gain insights from several experienced public plan actuaries, as they discuss their communication process with their clients on trends that impact large U.S. Public Pension Plans. Those trends include: Maturity Metrics Asset Allocations Assumed Rates of Return

Description: The SOA Research Institute is seeking researchers to update and expand the work done in "Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future" by looking at disparities in retirement assets across races and ethnicities by various combinations of socioeconomic and demographic factors.

Description: Updated longitudinal study of metrics for measuring whether US corporate pension plan contributions paid down unfunded liabilities or met regulatory benchmarks.

Description: This report considers trends in public defined benefit plan maturity metrics, asset allocations and assumed rates of return among 139 state-based and large local defined benefit pension systems or plans in the United States from 2001 to 2018.

Description: A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which may not have been reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and actuaries now pay more attention to how pension plans define Actuarial Equivalence. How does a change in mortality table or interest rate affect the ultimate benefit? What are the requirements under ERISA and pertinent regulations? Are there court cases that have examined this question before? What are the issues behind the recent lawsuits and what can a plan sponsor do now to reduce their legal exposure? What alternative strategies are available for changing or not changing the definition in the plan document?

Description: To help familiarize actuaries in industry with statistical methods for imputing or modeling race and ethnicity in the U.S., the Institute’s Diversity, Equity and Inclusion Strategic Research Program is seeking a researcher to outline the various methods, including their strengths and weaknesses. The project intent is a methodology review rather than original thinking. The review should assume that the user will be working with structured datasets in an insurance context, for example, data associated with an in-force life or health insurance product.

Description: What role do retirement accounts and insurance products play in wealth inequality pre- and post-bankruptcy in Washington, DC, in 2011?

Description: An update of selected key graphs from the Key Statistics section of previous COVID-19 briefs.

Description: Pension stats sheet for the National Football League players pension plan for 2017,