Data and Research | December 4th, 2024 State Auto-IRA Challenges Demonstrate Need for Federal Retirement Program, per BPC A recent paper published by the Bipartisan Policy Center pointed out flaws in auto-IRA programs and argued in support of...
Benefits | October 29th, 2024 Biden Administration Stresses SECURE 2.0 and Financial Inclusion Treasury Department report includes a strong focus on implementing programs like the Saver’s Match.
Benefits | May 14th, 2024 Industry Experts Reimagine How ‘Retirement Savings Can Build Wealth for Everybody’ In a webinar hosted by the Aspen Institute, retirement industry leaders discuss how the current defined contribution system fails to...
Participants | May 8th, 2024 Industry Leaders Address ‘Revolutionizing America’s Retirement Landscape’ Speakers at the Milken Institute’s 2024 Global Conference discussed ways the industry can address longevity issues, access to retirement savings,...
Benefits | March 12th, 2024 Washington State to Offer State-Facilitated Auto-IRA The Evergreen State will join 15 other states to offer a state auto-IRA program to private sector workers who currently...
Benefits | February 26th, 2024 Michigan Auto-IRA Bill Introduced The measure would expand retirement access for the private sector workforce, joining 15 other states.
Data and Research | December 8th, 2023 State Auto-IRA Programs Push Small Employers to Adopt 401(k) Plans Small firms in Colorado and Oregon launched 401(k) plan offerings after auto-IRA programs were enacted in those states, according to...
Benefits | September 27th, 2023 Senate Committee Passes Bill Permitting Marijuana Industry Employers to Sponsor Retirement Plans The SAFER Banking Act would permit marijuana firms to access banking and financial services, including retirement plans.
Data and Research | August 30th, 2023 Hispanic Workers Continue to Lag in Retirement Savings Access gap, low employer matches and a lack of tax benefits discourage workers from participating in retirement plans, Boston College...
Data and Research | August 2nd, 2023 Retirement Savings Gap Widens Further Between High, Low-Income Employees High-income households increasingly hold larger retirement account balances than lower income households and are more likely to reap tax perks...
Data and Research | July 20th, 2023 State Auto-IRA Programs Motivate Firms to Create 401(k) Accounts, Research Shows The adoption of state auto-IRA programs has proven to be a catalyst for more companies in those states to offer...
Benefits | April 28th, 2023 State Retirement Plan Proposed in Nevada for Third Consecutive Session Bill introduced in Nevada Senate includes auto enrollment but faces long road ahead after similar bills died in committee in...
Compliance | December 23rd, 2022 Congress Passes SECURE 2.0 The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.
Data and Research | June 5th, 2018 CRR Offers Retirement Policy Suggestions to the DOL A report to the Department of Labor recommends strategies to enhance portability, reduce plan leakage and protect transfers from employer...