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Tax expenditures

The Inefficiencies of Existing Retirement Savings Incentives (October 2015)

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America’s middle class faces a growing retirement crisis. More than half of all working-age households are expected to be at risk of having to cut back their standard of living—often making painful adjustments—when they retire. There are several reasons for the ever-larger looming crisis, but people’s inability to save enough money is a key obstacle to achieving more retirement security.

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Obama Signals Support for DOL Fiduciary Redraft

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DOL fiduciary redraft said to be heading to OMB any day as opponents and supporters prepare for battle

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401(k) the new piggy bank

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What employers can do to help stop early withdrawals

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Private Pensions: Pension Tax Incentives Update

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We issued reports in 2001 and 2011 that, among other things, examined the trends in plan formation and the characteristics of participants affected by the statutory limits for contributions to defined contribution (DC) plans.

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Have 401(k)s Failed Participants?

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Experts argue merits, areas for improvement to 401(k) plans

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Fiscal trouble ahead for most future retirees

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For the first time since the New Deal, a majority of Americans are headed toward a retirement in which they will be financially worse off than their parents, jeopardizing a long era of improved living standards for the nation’s elderly, according to a growing consensus of new research.

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New Congress offers hope for pension issues

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While wholesale policy changes are not expected in President Barack Obama's second term, some new Capitol Hill assignments have sparked a glimmer of optimism among retirement and investment industry observers.

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Retirement issues likely to dovetail with tax reform in 2013

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The Washington outlook for retirement and investment policy in 2013 can be summed up in one word: revenue.

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Benefit Groups Tailor Policy Agendas To Congressional Lame-Duck Session

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Retirement benefits are front and center on the policy agendas of employee benefit groups as Congress and President Obama negotiate a deal to solve the nation’s fiscal crisis during the final weeks of 2012. [PDF]

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401(k) tax breaks in lawmakers’ gunsights

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Tax reform could change some retirement savers’ plans

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