NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX DEFERRED ANNUITY PLANTax Deferred Annuity Plan • December 6th, 2016
To prepare for a secure financial future, employees need a sound way of saving and investing. The National Bureau of Economic Research, Inc. Tax-Deferred Annuity Plan (the “Plan”) offers an opportunity for all Bureau employees to save money for retirement. The Plan is available to all employees of the Bureau, including employees who are ineligible for other Bureau benefits. This Summary Plan Description summarizes the terms of the Plan effective on and after December 1, 2016.