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General Retirement Plan Information

Tax Expenditures for Retirement Plans

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The tax law recently enacted by Congress includes a great many provisions. Some are easy to understand. Others are not. Among the least understood provisions are those that modify “federal tax expenditures.” This fact sheet explains what tax expenditures are and how they affect retirement plans.

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I’m getting divorced: What is a qualified domestic relations order and why should I care?

Publication

A retirement plan can be the largest asset in a marriage. Nonetheless, retirement plans are often forgotten or overlooked during divorce, in part because divorce is so complicated and in part because a divorce can occur years before retirement

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Saver’s Credit At-A-Glance: How the Saver’s Tax Credit Can Boost Your Retirement Savings

Publication

The average retirement benefit from Social Security may not be enough to pay for your expenses during retirement. The federal government encourages low-income earners to save for retirement through a tax credit called the Saver’s Credit. It is a non-refundable tax credit for individuals who make under $31,000 or married couples who make under $62,000 a year.

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Investment Advisers: Who Are They and Why Does It Matter?

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The universe of financial advisers can be very confusing. People who give financial advice use many different labels, including 

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Polling Data on America's Retirement Crisis

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The Retirement Crisis is a Top Concern for Americans

A wide range of polls shows that the retirement crisis is all too real.  Americans are experiencing the crisis firsthand, yet policymakers and opinion leaders are paying scant attention to the problem.

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Retirement Plan Contribution and Benefit Limits

Publication

This chart lists the maximum amounts individuals are permitted to contribute to their retirement plans each year.

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Why People Need Pensions

Publication

Millions of Americans are heading toward an inadequately funded retirement. Without adequate income, older adults will lack the resources that enable them to live independently, afford health care, and continue to contribute to society. While Social Security has kept the majority of older adults from sinking into destitution, far too many retirees are having trouble making ends meet.

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Pension Challenges and Opportunities

Publication

The nation’s $10 trillion pension system is facing formidable new challenges.

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Tips for Keeping Track of Your Pension

Publication

Each year the Pension Rights Center gets calls and e-mails from retirees asking for help. Many are seeking a pension plan that was “lost” because their former company moved or merged. We also hear from workers who need help proving that they worked long enough to qualify for benefits.

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Phased Retirement

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What is phased retirement?

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