Data and Research | December 21st, 2022 CBO Forecasts 23% Social Security Shortfall by 2034 A bipartisan federal agency warns that workers may see a 23% reduction in promised Social Security benefits by 2034 if...
Data and Research | December 20th, 2022 Middle Income Retirees at Risk of Slipping into Poverty Report calls for legislation and policy changes to fix a retirement system it says mainly benefits high earners.
Data and Research | December 12th, 2022 Public-Sector Workers Face Retirement Income Shortfalls Without Supplemental Savings National Institute on Retirement Security research finds pension plans alone often don’t provide retirement income adequacy for state and local...
Benefits | December 7th, 2022 New Social Security Website Designed for Easier Use The new SSA.gov website seeks to help people access and consider this key source of retirement income.
Data and Research | October 30th, 2022 Needed Retirement Asset Expectations Are Higher in 2022 Workers expect they must accumulate higher savings amounts for retirement, according to a new report.
Data and Research | October 25th, 2022 GAO Study Highlights Increased Mortality of Impoverished Seniors The U.S. is more unequal than the other countries studied, low income and wealth are associated with higher mortality, and...
Data and Research | October 21st, 2022 Economists Say Enjoy Your Youth and Save Later Research in the Journal of Retirement argues that most workers in their 20s should wait until middle age before saving...
Compliance | October 13th, 2022 Social Security Cost-of-Living Adjustment Sees Highest Increase in 40 Years The increase is aimed at combating rising inflation.
Data and Research | October 5th, 2022 Study Finds Millennials Are Less Likely to be Secure in Their Retirement New research from the Pension Research Council shows job rates, marriage and home ownership down for early millennials.
Compliance | September 27th, 2022 What Would a Government Shutdown Mean for the DOL? The Department of Labor would be able to sustain services deemed essential, as well as those that receive forms of...
Compliance | September 23rd, 2022 Senate Hearing Highlights Senior Scams and New Institutions to Combat Them An advisory group on preventing senior scams was highlighted in a Senate hearing Thursday that discussed the broader issue of...
Data and Research | September 14th, 2022 Social Security Fears Drive Early Benefit Claims Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Data and Research | September 14th, 2022 Employment, Income Inequality Cited as US Drops to 18th on Natixis Retirement Index Norway takes the top rank from Iceland, while Switzerland remains in second.
Data and Research | August 8th, 2022 Workers Worry About Retirement Income as Prices Spike Millennials lead Generation X and Baby Boomers in believing that they won’t receive any benefits from Social Security upon retirement.
Administration | July 28th, 2022 What Workers Need to Know About Claiming Social Security Plan sponsors and retirement plan advisers can help to bust the myths, misperceptions and misunderstandings surrounding Social Security.
Data and Research | July 27th, 2022 Inflation Slowing Workers’ Retirement Saving Inflation is the top challenge to saving for retirement, according to a new survey from Schwab Retirement Plan Services.
Ask the Experts | July 26th, 2022 Are Retirement Plan Sponsors Still Required to File Form 8955-SSA? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | July 18th, 2022 Tough Questions About Social Security’s Solvency Solvency issues tend to be much less of a concern for people already living in retirement than they are for...
Data and Research | June 23rd, 2022 Feeling Prepared for Retirement Increases With Professional Help Workers preparing for retirement with the assistance of a financial professional feel better-equipped to manage several potential risks to their...
Administration | June 17th, 2022 Edelman Introduces Retirement Income Product The retirement income product is for near-retirees and retirees, and offers a complimentary retirement checkup with an adviser.