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...
Opinions | October 21st, 2020 Retirement Policy and Washington Politics Don’t Always Mix Former PBGC Director Charles E.F. Millard discusses the benefits of automatic IRAs and the downfalls of eliminating tax incentives for...
Opinions | October 1st, 2020 Barry’s Pickings: Is the 401(k) System Unfair? What Would Make It Fairer? Michael Barry, president of O3 Plan Advisory Services LLC, debates whether the 401(k) system is fair or unfair and offers...
Administration | November 8th, 2019 Helping Participants Understand Tax Considerations for Retirement Plans Understanding all the tax implications of qualified retirement plans can be daunting, but there are a few key things participants...
Data and Research | February 2nd, 2018 Americans Confident DC Plans Can Help Them Meet Their Goals They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.