Description: Indexed variable annuities (IVAs)—also known as “structured” or “buffer” annuities—are a relatively new product that have drawn interest both among insurers and investors.

Description: Summary of defined contribution research reports, including research category and target audience.

Description: Intersector Group Releases Time-Sensitive Information on Deductibility of Contributions to DB Plans, when plan and tax years do not coincide.

Description: A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks.

Description: This report presents a comprehensive review of recent mortality experience of uninsured private retirement plans in the United States.

Description: An analysis of the revamped state sponsored retirement income pension gives insight into design and funding elements that might figure in reforming social security in the United States.

Description: Chairperson's welcome to the RS and thoughts about our future.

Description: The Society of Actuaries (SOA) Research Institute dedicates a portion of its research to exploring issues unique to various dimensions of population diversity that involve an aspect of actuarial practice. In this session, attendees will hear presentations of two recent reports from the SOA Research Institute focused on aging and retirement issues related to diversity, equity, and inclusion. The reports include an exploration of how retirement savings are unequally distributed by race and ethnicity and the current state of research studies on LGBTQ+ issues related to aging and retirement.

Description: Discover an update on recent developments affecting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension actuaries will share their perspectives on these issues and the impact on plan sponsors.