AARP

Social Security COLA 2025: How Much Will Payments Increase Next Year?

6 Reasons Savers are Skittish About Annuities

7 Big Retirement Surprises and What to Do About Them

ACLI

American Council of Life Insurers (ACLI) Supports Measure to Grow Investments in America, Boost Family Financial Protection

U.S. Court Issues Stay Halting Implementation of Labor Department’s Fiduciary-only Regulation

Alliance for Lifetime Income

Peak Boomer Retirements Mean Hundreds of Thousands of Employees are Leaving the U.S. Labor Force Every Month

New Study Highlights Urgent Financial Risks for Women Entering Peak Retirement Years Over Half of Women Nearing Retirement Age Have Less than $100k in Savings, Exposing a Critical Gender Divide

Retirees that Annuitize Income Spend Twice as Much as Retirees with an Equal Amount of Non-Annuitized Savings

America Saves

How to Create a Strong Financial Safety Net with an Emergency Fund

American Action Forum

Highlights of CBO’s 2024 Long-term Social Security Projections

American College of Financial Services

Long-Term Care Trends and Strategies

American Enterprise Institute

ERISA at 50: What is the Record?

American Retirement Association

DOL Files Last Minute Appeal of the Fiduciary Rule’s Stay

Athene

Annuities are Offering Richer Payouts. Here are the 100 Best.

Insurers Collaborate to Digitize Retirement Income Annuities

Safeguarding Those Golden Years

Ascensus

Washington Pulse: IRS Releases Guidance for Certain SECURE 2.0 Distribution Provisions

Washington Pulse: IRS Releases Final RMD Regulations

Aspen Institute Financial Security Program

Aspen FSP Launches National Task Force for Fraud & Scam Protection

Bipartisan Policy Center

Social Security Cost-of-Living Adjustments

Mega-IRAs: An Inefficient Use of Tax Incentives

Social Security Forever: Delivering Benefits and Protecting Retirement Security

Black Economic Alliance

The Black Economic Alliance Hosts “A 2024 Work, Wages, Wealth Agenda” Event During the Democratic National Convention

BlackRock

2024 BlackRock Read on Retirement

6 Reasons to Consider Retirement Income

Brookings Institution

Accessing the State of Household Finances in Nine Charts

Center for Retirement Research at Boston College

Will Multiple Employer Plans Help Close the Coverage Gap?

Is the Retirement Picture for Millennials Looking Better?

Would Auto-IRAs Affect how Low-Income Households Cope with Emergency Expenses?

Add this to Your Retirement Expenses: Climate Change

U.S. Workers Lack Clarity on Financial Goals, Strategies

How Much Does Inflation Affect Retirees?

Center on Budget and Policy Priorities

Policymakers Should Raise SSI’s Harsh Savings Limits

What the 2024 Trustees’ Report Shows About Social Security

States Must Act to Bring IRA Benefits to Communities Most Affected by Climate Change

Chime

How Digital Nudging can Help You Save Money

Types of Savings Accounts

Committee for a Responsible Federal Budget

$16,500 Cut Awaits Retirees if Social Security Isn’t Reformed

Interest, Social Security, and Health Responsible for Nearly 90% of Spending Growth

Commonwealth

Workplace Emergency Savings Policy

Benefits for the Future: Reimagining Workplace Benefits

Tackling the Financial Impact of Climate Change on Workers

Concord Coalition

It’s Social Security’s Birthday - But How Many Happy Returns Will it Have Left?

CBO’s Latest Social Security Projections Differ from Trustees

Consumer Financial Protection Bureau

CFPB Proposes Interpretive Rule to Ensure Workers Know the Costs and Fees of Paycheck Advance Products

DailyPay

The Key Role of Earned Wage Access in Enhancing Employee Financial Wellness and the Workplace: Why Employers Should Care

DCIIA Retirement Research Center

Addressing Financial Strain in the Workplace: Caregiving and the Role of 529 Plans for Low-to-Moderate Income Workers

Examining Employee Perceptions of Financial Prioritization

Earn to Learn

Earn to Learn Teams Up with Michigan State University

Economic Innovation Group

The Great “Transfer” -mation: How American Communities Became Reliant on Income from Government

Economic Policy Institute

Southern Policymakers Leave Workers with Lower Wages and a Fraying Safety Net

Profits and Price Inflation are Indeed Linked

Employee Benefit Research Institute

Changes in Retirement Security from SECURE 1.0 and 2.0: Evidence from EBRI’s Retirement Security Projection Model

Individual Account Retirement Plan Trends by Race/Ethnicity of Family Heads

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016-2022

New Research Study of Public Defined Contribution Plan Participants Finds that Spending “Spikes” are Associated with Increased Credit Card Debt and DC Plan Loans

ERIC

The ERISA Industry Committee Calls on Congress to Close Loophole and Deem PBMs as a “Fiduciary” under ERISA

Federal Deposit Insurance Corporation

A Closer Look at the Unbanked: Cash-Only Households Versus Those That Use Prepaid Cards or Nonbank Payment Apps

Federal Housing Finance Agency

The Size of the Affordable Mortgage Market: 2025-2027 Enterprise Single-Family Housing Goals

FHFA Announces Release of Historical VantageScore 4.0 Credit Scores by the Enterprises

FHFA Releases Mortgage Loan and Natural Disaster Dashboard

Federal Reserve Board

Social Security and High-Frequency Labor Supply: Evidence from Uber Drivers

Federal Trade Commission

FTC, DOJ Partner with Labor Agencies to Enhance Antitrust Review of Labor Issues in Merger Investigations

Financial Finesse

The Impact of Artificial Intelligence on Financial Decisions for Retirees

FINRA Investor Education Foundation

An Overview of Factors Tied to the Financial Capability of Adults in Puerto Rico

Global Financial Literacy Excellence Center at Stanford

Assessing Financial Literacy Among the Young

Greenwald Research

Life’s Persistent Questions #5: Can We Make Life Insurance the Income Replacement Solution It’s Meant to Be?

Groom Law Group

DOL Proposes Exemption for Pension “De-Risking” with Captive Insurer

IRS Finalizes (and Proposes More) Required Minimum Distribution Rules

IRS Ruling Allows Employees to Choose Between Health, Retirement, and Student Loan Benefits

Guideline

Why Safe Harbor 401(k) Plans are the Future of Retirement Planning

How Auto-Enrollment and Auto-Escalation Have Set the Stage for the Automatic 401(k)

Internal Revenue Service

Fiscal Year 2025 Budget in Brief

Intuit

Empowering Today’s Generation: Equipping Students Nationwide with Financial Literacy

Invesco

Fed Meeting September 2024: Interest Rates Cut by 50 Basis Points

JPMorgan Chase & Co.

Why Baby Bonds, Why Now?

Milliman

Multiemployer Pension Funding Study - Midyear 2024

National Academy of Social Insurance

CEO Rebecca Vallas Testifies Before the Senate Budget Committee

National Council on Aging

Addressing the Nation’s Retirement Crisis: The 80%

National Disability Institute

Crafting a Responsive Community Investment Strategy for People with Disabilities in Northeast Ohio

National Institute on Retirement Security

Americans’ Views of Social Security

National Endowment for Financial Education

The Importance of Equity in Financial Education

Respect Legislative Intent with Youth Financial Education Requirements

Pension Benefit Guaranty Corporation

PBGC Celebrates 50 Years of Pension Protection

Pinpoint Policy Institute

Lessons from the Literature: Taming Inflation

Progressive Policy Institute

Buy Now, Pay Later: The New Face of Consumer Credit

Prosperity Now

Frequently Asked Questions About Baby Bonds

Prudential

New Prudential Research Explores Shifting Workplace Benefits Trends

SaverLife

The Downpour: Understanding the Financial Health Impacts of Climate Change

SecureSave

Workplace Emergency Savings Accounts: A Strategic Solution to 401(k) Leakage

Small Business Majority

Digital Transformation: Small Businesses Face Obstacles, Opportunities in Using Digital Technologies in the Wake of the Pandemic

Social Security Administration

Fast Facts & Figures About Social Security, 2024

The Pew Charitable Trusts

Small Employers’ Economics of Offering Retirement Savings Plans

Third Way

Whether it’s Work, Wealth, or Wages: You ARE Better Off Today

TIAA

The Future of Retirement Security: An International Comparison Through the Lens of Adequacy, Sustainability, Equity, and Plan Design

Employee Savings and Employer Contribution Rules in Defined Contribution Plans: Evidence from Age-Based Policies

Retirement Bill of Rights Perspectives from Thought Leaders

UnidosUS

UnidosUS Comments on CFPB’s Interpretive Rule on Earned Wage Access (EWA) Products

From the Pandemic to the Present: Forging a Path from Recovery to Prosperity

Urban Institute

Employee Savings and Employer Contribution Rules in Defined Contribution Plans: Evidence from Age-Based Policies

If Social Security Runs Out of Money, Poverty Among Older Adults and People with Disabilities Will Soar

U.S. Bureau of Labor Statistics

Employee Benefits in the United States

U.S. Chamber of Commerce

The Impact of Technology on U.S. Small Businesses

U.S. Commodity Futures Trading Commission

Investor Alert: Relationship Investment Scams

U.S. Department of Agriculture

Biden-Harris Administration Issues Financial Assistance to More than 43,000 Farmers, Ranchers, and Forest Landowners through the Inflation Reduction Act’s Discrimination Financial Assistance Program

U.S. Department of Defense

Are You Financially Fit? How to Make Financial Wellness Happen

U.S. Department of Labor

Older Women’s Wealth: Still Coming Up Short

U.S. Department of the Treasury

Spotlighting Women’s Retirement Security

U.S. Office of the Comptroller of the Currency

How Banks Can Measure and Support Financial Health Outcomes

Financial Literacy Update: Third Quarter 2024

Acting Comptroller Discusses Financial Inclusion

U.S. Securities and Exchange Commission

Report on the 43rd Annual Small Business Forum

U.S. Senate Special Committee on Aging

Fighting Fraud: How Scammers are Stealing from Older Adults

U.S. Small Business Administration

Small Business Facts: Hispanic Ownership Statistics 2024

Vestwell

An Employer’s Guide to Starter 401(k) Plans