May-June 2024
AARP
5 Things You Need to Know Before Retiring at 62
ACLI
Alliance for Lifetime Income
Mastering the Art of “Ageless Aging”
Second Wind: The Unretirement Journey
American Action Forum
American College for Financial Services
Planning for a Longer (and More Expensive) Retirement
American Council for Capital Formation
American Enterprise Institute
The Risks from State and Local Government Employee Pension Plans: A Stochastic Simulation Analysis
American Investment Council
American Retirement Association
ARA Submits Comments on IRS Notice 2024-28
Ascensus
Increased Retirement Plan Start-Up Credit for Micro Businesses Proposed in Senate
Retirement Plan Disaster Assistance May be Available for Arkansas Severe Storms
Retirement Spotlight: IRS and DOL Release Guidance for PLESA Provisions
Aspen Institute Financial Security Program
Setting a Vision for a More Integrated System of Public and Workplace Benefits
Bipartisan Policy Center
Another Year of Inaction on Social Security, and Time is Running Out
New Survey: Retirement Expectations Don’t Match Reality
BPC Action
Social Security: Five Fast Facts for Congress
Black Economic Alliance
BlackRock
The Missing Link: Adding Emergency Savings Solutions to Retirement Plans
Brookings Institution
The Social Safety Net Looks Different in Every State
Business Roundtable
Business Roundtable Calls on Both Presidential Candidates to Support Pro-Growth Policies
Center for Retirement Research at Boston College
White-Black 401k Gap Widens for the Old and the Rich
How Does Inflation Impact Near Retirees and Retirees?
Social Security’s Financial Outlook: The 2024 Update in Perspective
Does Temporary Disability Insurance Reduce Reliance on Social Security?
Center on Budget and Policy Priorities
Policy Basics: Top Ten Facts about Social Security
2024 Social Security and Medicare Trustees Reports Hold Few Surprises
Chime
Best Retirement Plans to Consider
Committee for a Responsible Federal Budget
Analysis of the 2024 Social Security Trustees’ Report
Common Cents Lab
Making “Someday” Come Sooner: Saving While You Pay off Debt
Commonwealth
Saving for College AND Emergencies? Pilot Program Shows It’s Possible
Catalyzing Financial Resilience
One Way to Help Employees Build Emergency Savings
Concord Coalition
2024 Trustees’ Reports: Insolvency Delayed, Rising Deficits Remain
Consumer Financial Protection Bureau
DailyPay
Attract and Retain the Next Generation of Government Workers with Financial Wellness Benefits
What is the Average Employee Retention Rate by Industry? (2024 Update)
DCIIA Retirement Research Center
Retirement Income Solutions: Recordkeeper Study
Examining Employee Perceptions of Financial Prioritization: Report 1
Examining Employee Perceptions of Financial Prioritization: Report 2
Economic Innovation Group
Economic Policy Institute
The Evolution of the Southern Economic Development Strategy
Employee Benefit Research Institute
Understanding the Financial Wellbeing of the Asian American and Pacific Islander (AAPI) Community
ERIC
Federal Housing Finance Agency
Opening New Doors: Overcoming Obstacles to Attain Affordable Homeownership
FHFA Announces Enhancements to Flex Modification for Borrowers Facing Financial Hardship
Federal Reserve Board
Survey of Household Economics and Decisionmaking
Federal Trade Commission
FTC Staff Provides Annual Report to CFPB On 2023 Activities Regarding Financial Acts
FTC Chair Testifies before House Appropriations Subcommittee
Financial Finesse
Workplace Financial Wellness in America: A Year in Review
FINRA Investor Education Foundation
The Machines Are Coming (With Personal Finance Information). Do We Trust Them?
Global Financial Literacy Excellence Center at Stanford
New Report Highlights Link between Retirement Fluency and Retirement Confidence
Greenwald Research
Retirement Crisis? Most Retirees Say They’re Doing Okay
Groom Law Group
Groom’s Comment Letter to the Treasury and the IRS on the 2024 – 2025 Priority Guidance Plan
IRS Issues FAQs to Explain Optional Disaster Relief
Itami Explores Fiduciary Responsibility for Cybersecurity with NAPA
Sample IRS Plan Amendment Language (via LRMs) Is Here
Guideline
What is a Good 401(k) Match? A Guide to Building a Competitive Retirement Benefit
401(k) Eligibility Playbook: An Employer’s Guide to Rules, Requirements, and Tracking
What Does the Future Look Like for State-Mandated Retirement Programs? 2024 Deadlines and Beyond
Bigger, Faster Retirement Plan Tax Credits for Small Businesses? Two Ideas for the Future
Internal Revenue Service
IRS Announces Extension of Free File Program Through 2029
Intuit
This Tax Season, We Saw More Reasons Why the Tax Code Should Be More Simple, Fair, and Transparent
Invesco
Above the Noise: Getting Back to Normal
JPMorgan Chase & Co.
Balancing Acts: Saving for College and Retirement
Milliman
IRS Issues Fact Sheets on W-2 Reporting and Disaster Relief Related to SECURE 2.0
The Personal Retirement Savings Account (PRSA): Coming of Age in 2023
National Academy of Social Insurance
Social Security Trustees 2024 Report Webinar
National Association of Countries
National Council on Aging
Hill Day 2024: Advocates Take Aging Well Message to Lawmakers
National Credit Union Administration
NCUA Board Member Tanya Otsuka's Remarks at the Inclusiv Conference 50 on Credit Unions
National Disability Institute
Advancing Economic Justice for People with Disabilities
National Institute on Retirment Security
A Case Study in Pension Innovation
Policy Ideas for Boosting Defined Benefit Pensions in the Private Sector
National Urban League
NEFE
Feelings of Financial Well-Being Moving into the New Year
Paychex
Pension Benefit Guaranty Corporation
Pinpoint Policy Institute
Public Pensions Are Trying to Boost Big Labor
Progressive Policy Institute
Regulators Deserve a Nudge, Not a Shove
Prosperity Now
From Bars to Business: Overcoming Barriers to Entrepreneurship for Formerly Incarcerated People
Prudential
Guided Spending Rates: Rethinking “Safe” Initial Withdrawal Rates
2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?
SaverLife
Industry Experts Reimagine How ‘Retirement Savings Can Build Wealth for Everybody’
SecureSave
Measuring Financial Health: The Impact of Emergency Savings Programs on Employee Satisfaction
Why Financial Wellness is the Key to Boosting Company Loyalty and Employee Productivity
How to Provide Financial Wellness Solutions for Part-Time or Temporary Workers
Small Business Majority
Empowering Aging Workers: A Small Business Owner’s Advocacy for Retirement Security
Social Security Administration
Social Security 2024 Trustees Report
How Connecting to Benefits Programs Can Save You Money
Supplemental Security Income (SSI) Celebrates 50 Years as a Lifeline
The Pew Charitable Trust
Do States Have Enough Saved for Retiree Health Care Benefits
Public Retirement Systems Need Policies for Navigating Volatile Financial Markets
How Do Women in the Public Sector Assess Their Retirement Security?
Third Way
The US Economy Needs Paid Leave
TIAA
Retirement Readiness in the Healthcare Sector
Racial Disparities in Overdue Debt Among Older Adults
TriNet
The Role of Retirement Plans in Small Business Employee Satisfaction
U.S. Chamber of Commerce
Chamber Responds to Senator Sanders' Defined Benefit Plan
U.S. Chamber Responds to SECURE 2.0 Section 319 RFI
Chamber Comments on Automatic Portability Regulation
U.S. Bureau of Labor Statistics
Payroll Employment Increases by 272,000 in May; Unemployment Rate Changes Little at 4.0%
U.S Commodity Futures Trading Commission
Customer Advisory: Beware of Gold and Silver Schemes Designed to Drain Your Retirement Savings
U.S. Department of Agriculture
Nils Christofferson: Uplifting Rural Communities Through a Stewardship Economy
U.S. Department of Health and Human Services
Treasury Releases Social Security and Medicare Trustees Reports
U.S Department of Labor
A Golden Opportunity: Retirement Planning for Older Americans
U.S. Department of Treasury
U.S. Office of the Comptroller of the Currency
Acting Comptroller Discusses Improving Consumer Financial Health
Acting Comptroller Discusses Artificial Intelligence and Financial Stability
U.S. Securities and Exchange Commission
SEC Staff Publishes New Investment Adviser Statistics Report
U.S Senate Special Committee on Aging
Casey Introduces Bills to Make Higher Education More Accessible for Students with Disabilities