Data and Research | December 21st, 2021 Report Suggests Ways to Improve Retirement Readiness Greater support from plan sponsors and lawmakers is needed to bolster individuals’ retirement readiness in the wake of the COVID-19...
Benefits | October 13th, 2021 Government Announces 5.9% Social Security Boost in 2022 Many millions of Americans drawing core Social Security benefits and Supplemental Security Income payments will see their benefits grow substantially...
Data and Research | September 8th, 2021 Working Past Age 65 May Seem Like a Great Idea … … but the prospects may vary, based on education, race and gender, says CRR.
Benefits | September 1st, 2021 Social Security to Run Out of Money Sooner Than Previously Expected To avoid depletion, payroll taxes will need to be increased, benefits cut or both, and waiting will mean larger changes...
Data and Research | August 24th, 2021 DB Plans and Social Security Are Wealth Equalizers A study finds the programs are substantial resources for Black and Hispanic families and adding them into wealth considerations lowers...
Data and Research | July 7th, 2021 Need for Greater Social Security Education Continues While 89% of U.S. adults said they were at least somewhat confident in their understanding of the benefit, detailed findings...
Data and Research | June 29th, 2021 Lack of Income, Future Income Misperceptions Hinder Retirement Savings Not making enough money and overestimating what benefits will be received from Social Security are keeping some Americans from saving,...
Data and Research | April 22nd, 2021 Americans Remain Confident About Retirement, Even in the Face of the Pandemic Plus, their confidence in Medicare and Social Security benefits is at an all-time high.
Data and Research | April 20th, 2021 Retirement Readiness Remains Top of Mind for Plan Sponsors Employers are focusing on ways they can improve outcomes for their participants, including by offering guaranteed lifetime income solutions and...
Data and Research | April 7th, 2021 Near-Retirees Flummoxed by Social Security Benefits Respondents to a survey by MassMutual revealed certain topics they have questions about.
Compliance | January 27th, 2021 Rep. Neal Releases Policy Priorities for Equity in Retirement Security The Ways and Means Committee chairman sets out goals for Social Security benefits, MEPs and automatic features in his list.
Data and Research | January 5th, 2021 ‘Social Security Bridge’ Said to Be the Best Approach to Annuities The Center for Retirement Research says this approach remains competitive for those at the 75th percentile of the wealth distribution.
Data and Research | December 8th, 2020 Taxes in Retirement Negligible for Bottom Four Quintiles of Americans However, the top quintile will pay 11%, according to the Center for Retirement Research at Boston College.
Investing | October 28th, 2020 Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase...
Compliance | October 28th, 2020 Examining Trump and Biden’s Plans on Social Security, 401(k)s and Taxes The two candidates differ in their approaches to several key areas of importance in the retirement planning industry.
Compliance | October 13th, 2020 Social Security Announces COLA for 2021 In addition, the maximum amount of earnings subject to Social Security tax—used to determine the taxable wage base for permitted...
Data and Research | September 21st, 2020 Workers Unsure How to Create Retirement Income From Savings Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...
Compliance | September 18th, 2020 A Democrat and a Republican Talk About Retirement Security Political strategists discussed Social Security, the payroll tax deferral and student loan debt.
Compliance | August 31st, 2020 IRS Issues Guidance About the Payroll Tax Deferral The guidance defined the ‘applicable wages’ per pay period that qualify for the deferral, as well as how the Social...
Benefits | August 17th, 2020 Trump’s Payroll Tax Deferral Opens Questions About Social Security’s Future Whether there is a detrimental effect depends on what Congress does.