Learn More Generating and Protecting Lifetime Income:
The Role of Deferred Income Annuities in Defined Contribution Plans
  Read More Staying the Course Through Turbulent Markets May Lead to Better Retirement Outcomes  
  Read More Retirement Savings in the Time of COVID-19: International Best Practices to Address Challenges  
  Read More State-Sponsored Retirement Savings Programs:
The Case for Tontines as a Lifetime Income Solution  
  Read More COVID-19 Retirement Resource Center

LATEST NEWS AND REPORTS

In her latest post for MarketWatch, “What has COVID-19 done to our retirement savings?“ CRI’s Executive Director Angela Antonelli reviews the impact of COVID-19 on retirement plans to date. So far, while early fears have not been realized, risks remain. Continued job losses, wage reductions, and overall uncertainty will take a toll on workers and retirement savings. She offers reason for some optimism because of new tools and information available as we emerge from the pandemic.

GAO: Older Women Report Facing a Financially Uncertain Future

Federal Reserve: Update on the Economic Well-Being of U.S. Households: July 2020 Results

DOL Issues Lifetime Income Disclosure Interim Final Rule

CFPB: Evidence-Based Strategies To Build Emergency Savings

BLOG

The Case for Tontine Pensions as a Lifetime Income Solution for State-Sponsored Retirement Savings Programs

Financial Wellness in a Time of Uncertainty: Employee Actions and Attitudes

Lessons from COVID-19: The Need for a More-Holistic Approach to Saving that Protects Retirement

Why Diversity in Investment Management Matters

STATE LEGISLATION: PROPOSALS AND IMPLEMENTATION

State Program Performance Data – OregonSaves, Illinois Secure Choice, and CalSavers – as of September 30, 2020

ID: Legislative committee releases study report

OR: Wave 6 registration deadline extended to 1/2021

VT: Board approves MEP contract terms with TAG Resources

CO: Governor appoints Board members

Board Meetings: CA: 10/19; MD: 10/28; IL: 11/05; OR: 11/10; CT: 11/20 MA: 12/17

For an overview of current state programs and features, see State-Facilitated Retirement Savings Programs: A Snapshot of Plan Design Features

Click Here to View the 2020 State Legislative Updates
and State Resource Center (log in required)

For individual state infographics click here: OregonSaves | Illinois Secure Choice | CalSavers | MA CORE

FEDERAL LEGISLATIVE PROPOSALS

116th Congress, 2nd Session

  • Resolution to Support the Goals and Ideals of National Retirement Security Month
  • Retirement Security Lost and Found Act of 2020
  • Small Employers Credit for Military Spouses Act
  • Encourage Americans to Save Act (“EASA”)
  • Coronavirus Aid, Relief, and Economic Security Act (“CARES”) Act

116th Congress, 1st Session

  • Setting Every Community up for Retirement Enhancement (“SECURE”) Act of 2019
  • Resolution to Support the Goals and Ideals of National Retirement Security Week

INTERNATIONAL PROGRAMS

OECD: Pensions at a Glance 2019

Melbourne-Mercer Global Pension Index 2019

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CRI PODCAST

Episode 17: What Are Some Innovative Approaches to Addressing the Financial Well-Being and Lifetime Income Needs of Retirement Plan Sponsors and Participants? Industry Insights Edition

Episode 16: Retirement Savings in the Time of COVID-19: International Best Practices to Address Challenges (August 21, 2020)

Episode 15: How Might the COVID Economy and Upcoming Elections Reshape the Future of Retirement? (July 14, 2020)

Episode 14: What Have Pennsylvania and Colorado Learned Analyzing the Costs of Retirement Insecurity? (June 10, 2020)

Episode 13: COVID-19 & Market Volatility: Can Greater Asset Diversification in DC Plans Lead to Better Outcomes? (May 7, 2020) Industry Insights Edition

Episode 12: What Is the Power of the Auto-IRA and Its Potential to Transform Retirement Savings? (March 26, 2020)

Episode 11: How Could the SECURE Act Reshape the Retirement Savings Landscape in 2020 and Beyond? (February 10, 2020)

CRI IN THE NEWS

The two things that are most likely wrecking your retirement savings (MarketWatch, September 14, 2020)

Opinion: What has COVID-19 done to our retirement savings? (MarketWatch, September 8, 2020)

Fresh Thinking on DC-Plan Retirement Income (WealthManagement.com, August 25, 2020)

SEC director calls for private markets to open up for retail investors (Financial Times, August 2, 2020)

World Business Report (segment begins at 7-minute mark) (BBC Radio, July 20, 2020)

11 states helping people save for retirement when their employers don’t (Business insider, July 13, 2020)

States Take Aim at People With No Retirement Plan (The Wall Street Journal, July 5, 2020)

Employers inch toward offering retirement income option in benefits mix (Employee Benefit News, June 29, 2020)

Should Your Retirement Portfolio Include Private Equity or Equity Crowdfunding? (Forbes, June 23, 2020)

Private Equity Could Be Coming to Your 401(k). Here Are a Few Things to Know (Barron’s, June 13, 2020)

Coronavirus pandemic offers chance to rethink retirement planning (Employee Benefit News, June 4, 2020)

Pandemic Will Mean a Worse Retirement for Millions of Workers (Governing, June 1, 2020)

Media Inquiries?

INFOGRAPHICS AND FAST FACTS

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