- Retirement Security 2015: Roadmap for Policy Makers | Americans’ Views of the Retirement Crisis National Institute on Retirement Security (March 2015)
- Social Security Primer Congressional Research Service (August 2014)
- The Distribution of Major Tax Expenditures in the Individual Income Tax System Congressional Budget Office (May 2013)
- A Better Bang for the Buck: The Economic Efficiencies of DB Plans National Institute on Retirement Security (August 2008)
- Patience is a Virtue: Asset Allocation Patterns of DB & DC Plans National Institute on Retirement Security (July 2008)
- Retirement Readiness: What Difference Does A Pension Make? National Institute on Retirement Security (May 2008)
- Pension Plan De-risking: Is It Bad, Is It Legal, Can It Be Stopped, Slowed, or Moderated? Pension Rights Center (March 2015)
- Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits Government Accountability Office (February 2015)
- Pensionomics 2012: Measuring the Economic Impact of DB Pension Expenditures National Institute on Retirement Security (March 2012)
- Employee Stock Ownership Plans: Are They Worth the Risks? (Pension Rights Center)
- Laying the Groundwork for More Efficient Retirement Savings Incentives (November 2015) Center for American Progress
- The Inefficiencies of Existing Retirement Savings Incentives (October 2015) Center for American Progress
- Program Perspectives: Frozen Defined-benefit Plans Bureau of Labor Statistics (April 2010)
- The Disappearing Defined Benefit Pension and Its Potential Impact on the Retirement Incomes of Baby Boomers Social Security Administration (October 2009)
- Alternatives to Frozen Defined Benefit Pension Plans Bureau of Labor Statistics, U.S. Department of Labor (August 2009)
- A Tale of Two Retirements (October 2015) Center for Effective Government
- Many Experience Challenges Regaining Employment and Face Reduced Retirement Security Government Accountability Office (April 2012)
- From Bad to Worse: Senior Economic Insecurity on the Rise Demos and the Institute on Assets and Social Policy (July 2011)
- One in Five Investors Have Tapped Into 401(k) Prematurely Gallup (December 22, 2014)
- Three-Quarters of Americans Worry About Having Enough Money to Retire (July 10, 2014) The Harris Poll
- Pensions Are Top Income Source for Wealthier U.S. Retirees Gallup (May 2013)
- Decisions, Decisions: Retirement Plan Choices for Public Employees and Employers National Institute on Retirement Security (September 2011)
- The Origins and Severity of the Public Pension Crisis Center for Economic and Policy Research (February 2011)
- Federal Employee Participation Patterns in the Thrift Savings Plan Calendar Year 2007 Office of Personnal Management (April 2010)
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Did You Know?
A practice in which a company gives a retiree a lump-sum cash payment in return for some or all of the retiree’s monthly pension payments for a period of time. Pension advances can carry high interest rates and threaten the economic security of the retirees who receive them. Read our fact sheet to learn more.