Reports
General Statistics, Surveys, and Reports on Retirement Policy
- 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)
- More...
Defined Benefit vs. Defined Contribution Plans
- 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)
- More...
Defined Benefit Pension Plans
- 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)
- More...
Defined Contribution Plans (such as 401(k)s) and IRAs
- 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
- More...
Pension Plan Freezes, Terminations, and Other Changes
- 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)
- More...
Wealth, Income, and Poverty
- 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)
- More...
Retirement Security for Women and People of Color
- 2015 Gender Gap in Financial Wellness Financial Finesse (September 2015)
- Women and the Retirement Gap U.S. Senator Patty Murray (July 2015)
- Retirement Security: Women Still Face Challenges Government Accountability Office (July 2012)
- More...
Polls Related to Retirement Security
- 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)
- More...
Public Pension Plans
- 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)
- More...
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Did You Know?
NAFI Retirement Plans are retirement plans sponsored by government entities known as Non-Appropriated Fund Instrumentalities (NAFIs). NAFIs are part of the federal government but they do not receive funding from Congress. Instead, NAFIs fund themselves with revenue they earn through the services and products that they provide. Because NAFI employees are not eligible to participate in the retirement plans available to most civilian federal government employees, NAFIs sponsor their own plans. Learn more.
