There is a lot of information about pensions and retirement plans, as is fitting for something that affects so many Americans yet is highly technical. For your convenience, we’ve collected reports from our members and other reputable organizations, including both government and the private sector sources.
We hope these pique your interest and encourage you to take action by contacting your member of Congress. We make that easy: just use the “Take Action” tab on every page.
Analysis, research and tools:
A high-level overview in just five steps
Step-by-step online guidelines, plus worksheets
A review of strategies, individual choices and policy options
Encouraging Retirement Saving
Looks at the roles of education, access and encouragement in shaping secure retirements.
Analysis using the latest U.S. Census figures
Saving through the workplace: the role of the employer
What the Bureau of Labor Statistic’s National Compensation Survey of Employee Benefits tells us about Employer Provided Retirement Plans
A survey of what companies are doing today.
A discussion of government worker’s reporting trends
Planning for your retirement: balancing all the options
Results of a Survey with Near-Retiree Defined Contribution Plan Participants
How Tax Deferral and Guaranteed Lifetime Income Strategies Can Benefit All Consumers
Tax reform analysis
An in-depth look at the likely effects of various reform proposals
Seeking an accurate estimate of the long-term revenue effect of deferral proposals
How to measure the true value of both the primary and secondary tax benefits accruing from tax exempt retirement savings
Tax ramifications based on Adjusted Gross Income
Erosion of the current tax treatment of employer provided retirement plans will result in fewer Americans saving for retirement.
The effects of reducing defined contribution plan limits
Testimony at Senate Finance Committee hearing, 9-15-11
An analysis of the Debt Commission’s proposal on defined contribution limits
An EBRI study on retirement contribution levels
A study of retirement tax deferrals