March-April 2024
Alliance for Lifetime Income
The Keys to Living “Your Best Financial Life”
Mind Matters: Navigating Mindset Shifts in Retirement
The Election and What it Means for Your Money
Heading Back to Campus to Live the Next Chapter in Life
American Action Forum
American Council of Life Insurers
Preparing for the Retirement Wave
2024: The Year of Loud Budgeting
American Enterprise Institute
Homelessness and the Persistence of Deprivation: Income, Employment, and Safter Net Participation
American Retirement Association
America Saves
Aspen Institute’s Financial Security Program
Rainy Days Don’t Retire: Older Adults, Financial Shocks, and the Promise of Emergency Savings Tools
Insurance Against Financial Shocks: The Next Frontier of Financial Inclusion
A Gathering Storm: Why The Growth in Climate Hazards Matters for Household Financial Security
Highlighting Innovative Actions to Improve Public Benefits Delivery
Association for Financial Counseling and Planning Education
Podcast: Purpose, Passion, and the Power of Pivoting with Lissa Prudencio
Podcast: Leading with Values and Stories with Sara Lohse
Podcast: Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen
ATHENE
Financing The New Income Timeline
Bipartisan Policy Center
The Case for Getting Politics Out of Retirement Investing
Black Economic Alliance
BlackRock
Larry Fink’s 2024 Annual Chairman’s Letter to Investors: Time to Rethink Retirement
Brookings Institution
Long-term Solutions for College Affordability Require Congressional and State Action
Center for Retirement Research at Boston College
How Will Employer Health Insurance Affect Wages and Social Security?
Small Business Retirement Plans: How Firms Perceive Benefits & Costs
Lack of Broadband Impedes Native American Access to Aid
Increase the Retirement Age, but Only for Those Who Can Work Longer
Center on Budget and Policy Priorities
SSA Budget Will Worsen Customer Service Crisis, But Investment in 2025 Could Fund Turnaround
Charles Schwab
Love and Money: Navigating Your Finances Together
In Your 20s: Should You Consider Investing?
5 Financial Home Remodeling Mistakes to Avoid
Kids & Money: Making It Real in a Digital World
Can I Afford to be a Pet Owner?
Chime
How Much Money Do I Need to Retire?
Committee for a Responsible Federal Budget
New Interactive Tool: Build Your Own Tax Extensions
Student Debt Cancellation Resources Page
Commonwealth
Employee Perspectives on SECURE 2.0 Emergency Expense Provisions
How Best Buy Enabled a $1.5 Million Increase in Employee Emergency Savings
Exploring the Stages of the New Investor Journey: Actionable Insights for Industry Stakeholders
Generative AI and Emerging Technology: Actionable Insights for Financial Service Providers
Opportunities to Build Social Support for New Investors: More Insights from a National Pilot Project
Consumer Federation of America
An Unfulfilled Promise: Affordable Housing and the Federal Home Loan Bank System
Exposed: A Report on 1.6 Trillion Dollars of Uninsured American Homes
Consumer Financial Protection Bureau
Credit Card Interest Rate Margins at All-Time High
Unlawful Fees in the Mortgage Market
Junk Fees are Driving up Housing Costs. The CFPB Wants to Hear from You.
DailyPay
How Earned Wage Access Can Increase Employee Motivation
How Earned Wage Access Provides Relief in the Era of High-Interest Loans
How Overdraft Fees Affect Your Employees
Why Earned Wage Access Trumps Paycheck Advances
Enabling Financial Wellness and Killing Off the Payday Loan Industry
Earn to Learn
Earn to Learn Recognized for Pioneering Affordable Alternatives to Higher Education
AZ Capitol Times: College-match savings program prevents, minimizes student debt
Economic Innovation Group
A Scarcity of Cross-Class Friendships Hinders Opportunities in Distressed Communities
Work, Retire, Repeat: An Author Q&A with Teresa Ghilarducci
Economic Policy Institute
Unbalanced Labor Market Power is What Makes Technology—Including AI—Threatening to Workers
A Record-Breaking Recovery for Black and Hispanic Workers
Fastest Wage Growth Over the Last Four Years Among Historically Disadvantaged Groups
Gender Wage Gap Persists in 2023
Employee Benefit Research Institute
Online Survey Considerations for Inclusion
Financial Wellbeing and Implications of Rising Health Care Costs
The Importance of English Proficiency in Financial Wellbeing'
SECURE 2.0 Act: Catch-up Contributions
New Research Finds That 21.9 Million Americans Could Qualify for SECURE 2.0 Saver’s Match
Sizing the Market for the Saver’s Match
ERISA Industry Committee
ERIC Applauds Biden Administration Action to Provide Tax Relief to Family Caregivers
The ERISA Industry Committee Files Amicus Defending ERISA Fiduciaries at Yale University
Federal Deposit Insurance Corporation
FDIC Podcast: Success in Community Banking
Federal Housing Finance Agency
Working Paper 24-03: The Lock-In Effect of Rising Mortgage Rates
Federal Reserve Board
Federal Trade Commission
FTC Announces Special Open Commission Meeting on Rule to Ban Noncompetes
FINRA Investor Education Foundation
Exploring the Stages of the New Investor Journey: Actionable Insights for Industry Stakeholders
The Global Financial Literacy Excellence Center at Stanford
The 2024 TIAA Institute-GFLEC Personal Finance Index
Guideline
Home Policy Changes are Making Offering a 401(k) More Affordable Than Ever
Report: Are Employers Undervaluing 401(k) Plans?
401(k) Loans: An Essential Guide for Employers and Plan Sponsors
401(k) vs. IRAs: What’s the Difference and Which is Better for Saving for Retirement?
401(k) Tax Essentials: What Savers Need to Know
Intuit
Intuit Survey: U.S. High School Students Want Financial Education at School
Building financial confidence for today’s generation
Invesco
Final Four Financial Literacy Tips
Milliman
Global Life and Health Insurance Mergers and Acquisitions
National Council on Aging
How to Boost Your Budget with Money-Saving Benefits: A Guide for Older Adults
Where Can I Use SNAP Benefits?
What Women Say: Women and Their Lifelong Security
National Disability Institute
Empowering Your Financial Future
National Endowment for Financial Education
Rations and Commodities: Mass Genocide through Generational Limited and Processed Food Access
National Institute on Retirement Security
Retirement Insecurity 2024: Americans’ Views of Retirement
83 Percent of Americans Believe All Workers Should Have a Pension
Pockets Change
Progressive Policy Institute
How Online Education Can Open Doors for Rural Students
How Postsecondary Online Education is Empowering Today’s Students
Prosperity Now
This Fair Housing Month, We Demand Housing Justice
A Bright Future for Baby Bonds
Building Power in Black Communities Starts with Investments in Black Communities
Tracing the Evolution of Racial Wealth Inequality and Economic Mobility in America
Prudential
How to Re-Enter the Workforce After a Long Absence
Taking Care of (Small) Business: 7 Retirement Plans to Consider
5 Vital Steps to take 5 Years Before You Retire
Your Retirement Guide: Where to Begin at Any Age
How to Manage Finances After a Spouse Dies
SaverLife
How to Protect Your Health & Finances When You Work in Extreme Weather
Guide: Protecting Your Finances from Climate Change
4 Tips for Renters Recovering from Natural Disasters
SecureSave
Quantifying the ROI of Workplace Emergency Savings Programs for Employers
Navigating the Tax Landscape: The Tax Implications of Emergency Savings Accounts
Unpacking SECURE 2.0: The Evolution and Future of Emergency Savings Account Provisions
The Rise of Out-Of-Plan ESAs: Unveiling the Dominant Future of Emergency Savings
The Evolution of Emergency Savings Accounts
Improving Retirement Readiness: The Strategic Role of Emergency Savings Accounts
Small Business Majority
Opinion Poll: Small Business Support Policy Solutions to Address Our Nation’s Childcare Challenges
Social Security Administration
Why It’s Important To Tell Us About Your Financial Accounts
Social Security Announces Four Key Updates to Address Improper Payments
SoFi
What Are I Bonds? 9 Things to Know Before Investing
Mompreneurs: Generational Wealth and Real-Time Struggles
Alternatives to Banks and Traditional Savings Accounts
TIAA
Retirement, Social Security Deferral, and Life Annuity Demand
The Pew Charitable Trusts
Four Plan Features Can Boost ‘Retirement Readiness’
Federal Saver’s Match Could Benefit Millions of Low- to Moderate-Income Americans
How to Ensure Transparency in Public Employee Pension Fund Governance
Third Way
Third Way’s Statement on House Passage of A Stronger Workforce for America Act
Uncared for and on the Edge: The Economic Reality of Non-College Women
UnidosUS
UnidosUS Comments in Support of the CFPB’s Proposal to Lower Overdraft Fees
UnidosUS Comments to U.S. Treasury Request for Information on Financial Inclusion
Vestwell
Vestwell Savings Report: Embracing Personalized Financial Wellness Solutions in the Workplace
SECURE 2.0 for Employers: A Guide to the Retirement Plan Auto-Enrollment Requirement
Beyond the Books: Leveraging Technology for Financial Empowerment
What’s the Difference Between Pre-Tax and Roth 401(k) Contributions?